Channel Partner Program Toolkit

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Identify Channel Partner Program: Account Management and client services to build a strategic and consultative relationship with customers.

More Uses of the Channel Partner Program Toolkit:

  • Develop dashboards that enable reporting, analysis and Decision Making for long term forecasting, product Lifecycle Management and Social Media marketing channel development.

  • Be accountable for identifying new contact channel technologies to evaluate and implement into existing call management solutions.

  • Standardize Channel Partner Program: assortment Lifecycle Management, Channel Management, merchandise Financial Planning and open to buy, assortment planning and line review, space planning, price and promo planning.

  • Drive sales strategy, Customer Segmentation, account planning, forecasting and reporting with channel partners.

  • Manage work with the marketing department and channel organization to develop marketing programs and campaigns that support your indirect selling efforts through your resellers, technology partnerships and MSSPs.

  • Keep up to date with marketing and campaign best practices; communicate implications for campaigns and channel efforts.

  • Initiate localized affiliate marketing activities to promote the channel and build brand.

  • Be accountable for monitoring the website and Social Media channel usage through the use of various statistical tools.

  • Align kpi/metrics to customer segments to optimize value driven by each segment and across each channel to understand potential value, measure channel tactic effectiveness and optimize personalized digital engagements.

  • Ensure you launch; understand and articulate the end to end value chain in retail industries in the areas of merchandising, Supply Chain, and multi channel commerce.

  • Ensure you champion; lead the review and optimization of partner marketing campaigns the right channel and content mix and Customer Segmentation alignments.

  • Manage work with channel operations, sales, and other Key Stakeholders to review penalties and fees coming in from retail partners.

  • Manage Channel Partner Program: own the close in innovation (line extensions) for core platforms, evaluating and recommending options for the brand and/or product expansion based on Industry Trends and channel analytics.

  • Be accountable for staying current on evolving channel platforms and trends and implications for client strategies and creative thinking.

  • Confirm your enterprise assess Sales And Marketing programs to identify areas for optimization (targeting, messaging, channel selection, tactical execution, technology enablement).

  • Control Channel Partner Program: partner with the channel organization in order to secure new share of the security market.

  • Manage work with multiple teams to create content that is optimized for the channel daily and nightly during games.

  • Be accountable for driving channel activities, developing new leads in specific verticals and supporting the commercialization efforts of your sales teams.

  • Be accountable for partnering across surface Product Marketing, operations, legal, field sales, channel partners, and finance on creative and solution based deal making initiatives that drive revenue growth and enable Digital Transformation for your multinational enterprise customers.

  • Develop relationships with channel partners and technical teams to ensure colleagues are appropriately trained and can support your installations.

  • Lead Channel Partner Program: own designing business models, pricing, channel strategy, target segments, customer profiles, execution plan and financial Business Cases for solutions and verticals.

  • Ensure you consider; broad range of marketing knowledge, from insights to Brand Management, media buying to channel strategy.

  • Establish and communicate a clear strategic vision for the digital messaging channel that accounts for Industry Standards and Competitive Analysis.

  • Confirm your team contributes to the development of governance, methodologies, and procedures to continually improve a rapid and repeatable delivery channel of RPA solutions.

  • Identify Channel Partner Program: route qualified opportunities to the appropriate channel for further development and closure.

  • Provide weekly reports and insights to the executive team on performance, in market tests, and near term implications to spend and channel mix.

  • Identify, develop, and implement Service Design best practices and technologies to lead organizational and operations efforts to improve member friction points, channel gaps and enhancement possibilities in all Service Delivery channels.

  • Orchestrate Channel Partner Program: partner with internal channel and planning teams to own weekly, monthly and quarterly reports, trends, insights and recommendations.

  • Formulate Channel Partner Program: partner with it, Channel Management, Digital Marketing, brand teams, communications, Learning And Development, and other business partners to drive business.

  • Visualize various cross channel user journeys and pathways across the full lifecycle to ensure all marketing initiatives are appropriately communicated, targeted, and tracked.

  • Guide Channel Partner Program: partner with internal teams (product, implementations, and engineering) to share learnings from prospects and client.

  • Develop and implement a standardized work program to ensure consistency, productivity, and accountability for business and administrative functions.

  • Ensure you enlist; lead the approaches to effective execution by building jointly established high quality Business Cases that are value driven with clear measures of success to support investment and prioritization decisions.


Save time, empower your teams and effectively upgrade your processes with access to this practical Channel Partner Program Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Channel Partner Program 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 Channel Partner Program specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Channel Partner Program 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Channel Partner Program improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is there a Channel Partner Program Communication plan covering who needs to get what information when?

  2. What is the magnitude of the improvements?

  3. What are the requirements for audit information?

  4. How does your organization define, manage, and improve its Channel Partner Program processes?

  5. Do you verify that Corrective Actions were taken?

  6. Who will determine interim and final deadlines?

  7. Can support from partners be adjusted?

  8. Where is Channel Partner Program data gathered?

  9. Do your employees have the opportunity to do what they do best everyday?

  10. How do you improve productivity?

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 Channel Partner Program book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Channel Partner Program 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 Channel Partner Program Self-Assessment and Scorecard you will develop a clear picture of which Channel Partner Program 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 Channel Partner Program 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 Channel Partner Program projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Channel Partner Program project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Channel Partner Program project team have enough people to execute the Channel Partner Program project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Channel Partner Program project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

  • 1.1 Channel Partner Program project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Channel Partner Program Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Channel Partner Program 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 Channel Partner Program 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 Channel Partner Program 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 Channel Partner Program project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Channel Partner Program 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 Channel Partner Program 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 Channel Partner Program investments work better.

This Channel Partner Program 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.