Partner Relationship Management Toolkit

$249.00
Availability:
Downloadable Resources, Instant Access

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 964 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 964 standard requirements:

  1. How equipped is your potential vendor to help you lead a smooth implementation of its product across all stakeholders and serve as a partner that provides support throughout your relationship?

  2. Does the disclosing party or any applicable party or any spouse or domestic partner thereof currently have a familial relationship with an elected organization official or department head?

  3. What does it take to build and maintain an advantaged system of relationships between your organization and its customers, suppliers, partners, employees, and managers?

  4. What other types of feedback are appropriate meeting feedback, project feedback, in-the-moment feedback, feedback on strategic direction, planning, creativity?

  5. What initiatives are needed by the business partner, and how does the BRM stimulate, surface, and shape initiatives demand for the already stated initiatives?

  6. Does your organization participate in any strategic partnerships or preferred buyer/supplier relationships in which you are contracted with certain suppliers?

  7. Do you know by name who are your best customers, your best channel partners and your employees who are most effective at building winning relationships?

  8. What new training and enablement resources are available to help partners better engage with new midsize customers or go deeper into existing accounts?

  9. Do you have access to the talent you need to make this happen and how do you make the most of your relationships with advisory or technology partners?

  10. Is it legal for you to enter into a relationship, to perform the services of the partnership, and to participate as a partner with your organization?


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 964 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. Stakeholder Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Partner Relationship Management project?

  2. Executing Process Group: Just how important is your work to the overall success of the Partner Relationship Management project?

  3. Risk Management Plan: Was an original risk assessment/risk management plan completed?

  4. Requirements Documentation: Does the system provide the functions which best support the customers needs?

  5. Executing Process Group: Will a new application be developed using existing hardware, software, and networks?

  6. Procurement Audit: Are there reasonable procedures to identify possible sources of supply?

  7. Procurement Audit: Is a cost/benefit analysis, a cost/effectiveness or a financial analysis considering life-cycle costs performed and is the funding of the procurement guaranteed?

  8. Lessons Learned: For the next Partner Relationship Management project, how could you improve on the way Partner Relationship Management project was conducted?

  9. Planning Process Group: Mitigate. what will you do to minimize the impact should a risk event occur?

  10. Stakeholder Management Plan: Who is responsible for gathering and reporting data for employment?

 
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.