Partner Relationship Management Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Partner Relationship Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Partner Relationship Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Partner Relationship Management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Partner Relationship Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Partner Relationship Management improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. How does a non profits brand impact the success or failure of a corporate sponsorship relationship, and can it affect your organizations ability to seek out successful partnerships?

  2. How would you rate the importance of being able to set security policies based on the relationship with partners, vendors and other third parties?

  3. How did the program plan to assess the quality and scope of partner relations, and what was the impact of the partnership on the program?

  4. Do you have an ecosystem development engine in place to ensure your organization has the right relationships with the right partners?

  5. What are some adjustments that could be made that would lead to higher levels of performance for the team and you as an individual?

  6. How will the availability of real time data change the relationship with your customers, partners, and competitors?

  7. Does your organization have good and stable customer relationships and rules of conduct for business partners?

  8. When your licensing team engages with a organization, does your team know whether that partner is satisfied?

  9. Where do you currently ask partners to switch between systems, and/or where is your own data disconnected?

  10. What types of systems do you see in place in comparable channel programs for competitors or collaborators?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Partner Relationship Management book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your Partner Relationship Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Partner Relationship Management Self-Assessment and Scorecard you will develop a clear picture of which Partner Relationship Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Partner Relationship Management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Partner Relationship Management projects with the 62 implementation resources:

  • 62 step-by-step Partner Relationship Management Project Management Form Templates covering over 1500 Partner Relationship Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Describe the process for rejecting the Partner Relationship Management project deliverables. What happens to rejected deliverables?

  2. Procurement Audit: How do you assess whether the technical and financial evaluation was done properly and in fair manner?

  3. Variance Analysis: What is the expected future profitability of each customer?

  4. Procurement Audit: Is the purchasing department facility laid out to facilitate interviews with salespersons?

  5. Project Schedule: Is there a Schedule Management Plan that establishes the criteria and activities for developing, monitoring and controlling the Partner Relationship Management project schedule?

  6. Procurement Audit: Has alternatives been considered for the specified procurement Partner Relationship Management project?

  7. Issue Log: Do you have members of your team responsible for certain stakeholders?

  8. Project Performance Report: To what degree do team members frequently explore the teams purpose and its implications?

  9. Scope Management Plan: What are the risks that could significantly affect the resources needed for the Partner Relationship Management project?

  10. Procurement Management Plan: Is a stakeholder management plan in place that covers topics?

 
Step-by-step and complete Partner Relationship Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Partner Relationship Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Partner Relationship Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Partner Relationship Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Partner Relationship Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Partner Relationship Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Partner Relationship Management project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Partner Relationship Management project with this in-depth Partner Relationship Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Partner Relationship Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Partner Relationship Management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Partner Relationship Management investments work better.

This Partner Relationship Management All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.