Channel Partnerships Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Channel Partnerships 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 996 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 Partnerships improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. What channels of communication are in place to enable you to receive feedback from the CSP on its activities and to put forward ideas for consideration by the partnership?

  2. What are the compensation implications for the traditional field organization, and channel partners who may either support or participate in cloud based sales activities?

  3. Does management encourage open communication and provide suitable channels for staff members, customers and work partners to raise enquiries and lodge complaints?

  4. How do you calibrate the business model to drive new channels for acquisition as well fast enablement of new partnerships to create a value aligned proposition?

  5. Do you have an identified senior level person who owns the customer experience for all customer segments across products, divisions, and channel partners?

  6. Do you measure customer, employee and partner interaction across different products and services, delivered across various channels, using multiple KPIs?

  7. Can supply chain trading partners provide targeted productive assets that will free capital investment while simultaneously increase customer value?

  8. Is that having an impact with respect to partner engagement and the level of new license and cloud bookings coming through that channel?

  9. How does your organization look at the burgeoning SMB market what role is being played by channel partners to target the SMB segment?

  10. What activities will you and your partners carry out to achieve your objectives, based on the selected approach and channels?


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 Partnerships book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Estimating Worksheet: Identify the timeframe necessary to monitor progress and collect data to determine how the selected measure has changed?

  2. Initiating Process Group: At which cmmi level are software processes documented, standardized, and integrated into a standard to-be practiced process for your organization?

  3. Duration Estimating Worksheet: Define the work as completely as possible. What work will be included in the Channel Partnerships project?

  4. Project Scope Statement: Are there completion/verification criteria defined for each task producing an output?

  5. Change Request: What is the relationship between requirements attributes and attributes like complexity and size?

  6. Procurement Management Plan: Have the key elements of a coherent Channel Partnerships project management strategy been established?

  7. Human Resource Management Plan: Is Channel Partnerships project work proceeding in accordance with the original Channel Partnerships project schedule?

  8. Responsibility Assignment Matrix: Are indirect costs accumulated for comparison with the corresponding budgets?

  9. Procurement Management Plan: Are quality inspections and review activities listed in the Channel Partnerships project schedule(s)?

  10. Stakeholder Analysis Matrix: What are the key services, contractual arrangements, or other relationships between stakeholder groups?

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

1.0 Initiating Process Group:

  • 1.1 Channel Partnerships project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Channel Partnerships 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 Partnerships 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 Partnerships 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 Partnerships 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 Partnerships 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 Partnerships project with this in-depth Channel Partnerships Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Channel Partnerships 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 Partnerships 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 Partnerships investments work better.

This Channel Partnerships 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.