Channel Partner Program Toolkit

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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 992 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 992 standard requirements:

  1. What happens when the cultural backgrounds of each channel partner are different, as is often the case when exporters use foreign distributors with very different backgrounds?

  2. Are you enabling customers, channel partners and employees to minimally take care of repetitive and mundane tasks themselves without involving more of your resources?

  3. Does communicating strategically about the partnership help in developing a culture that promotes partnerships as a long-term strategy for organizational vitality?

  4. How should a particular channel to market be composed, what role should channel partners play in selling, and how can inter-channel conflict be mitigated?

  5. How do you suggest the manufacturer gain the support and direct the efforts of potential channel partners for the achievement of its objectives?

  6. Do you leverage an automated tool or cloud-based portal for pushing opportunities to partners and promoting collaboration and communication?

  7. What are the most common methods utilized for receiving sales offers for gray market products and purchasing products from the gray market?

  8. How do you believe your organizations competitive position would be affected if all gray market activities were eliminated?

  9. Do you have dedicated customer success and sales specialists providing assistance and focusing on retention and renewal?

  10. What expectations do distribution/channel partners have with respect to supply chain resiliency and supply reliability?


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 992 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. Executing Process Group: Why do you need a good WBS to use Channel Partner Program project management software?

  2. Procurement Audit: Are there procedures governing the negotiations of long-term contracts?

  3. Stakeholder Management Plan: Are updated Channel Partner Program project time & resource estimates reasonable based on the current Channel Partner Program project stage?

  4. Human Resource Management Plan: Are Channel Partner Program project team members involved in detailed estimating and scheduling?

  5. Procurement Audit: Does the strategy ensure that the concepts of standardisation and coordination of procurement are used to take advantage of the departments collective buying power?

  6. Quality Audit: Are measuring and test equipment that have been placed out of service suitably identified and excluded from use in any device reconditioning operation?

  7. Activity Duration Estimates: What are the main processes included in Channel Partner Program project quality management?

  8. Executing Process Group: How will professionals learn what is expected from them what the deliverables are?

  9. Communications Management Plan: What help do you and your team need from the stakeholder?

  10. Source Selection Criteria: What is cost analysis and when should it be performed?

 
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

 

Results

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.