Partner Relationship Management Toolkit

Downloadable Resources, Instant Access

Primarily, the Account Management supports partner relationships in collaboration with and mentorship from the strategic leader and performs day to day coordination and administration of activities and initiatives in support of partners goals, resources and timeline.

More Uses of the Partner Relationship Management Toolkit:

  • Run periodic partner business review and planning sessions that sets mutual performance objectives, sales targets and roadmap to achieve mutual goals.

  • Make sure that your enterprise complies; this leader directs the development of the platform roadmap and drive the Infrastructure And Operations department to embrace next generation technology in support of the Strategic Objectives.

  • Develop and present reporting and hind sighting, proactively sharing results and insights with internal and external stakeholders to inform go forward plans.

  • Collaborate with SMEs to develop and review the enablement and training content and proactively identify additional expert resources who can address content gaps.

  • Consolidate holistic cadence across all technical partners and influence delivery achievements across multi-solution, multi-discipline engagements.

  • Establish: articulate the entire portfolio (Next Generation of services) and align to customers problem to help them digitize.

  • Drive: direct the development of an infrastructure sourcing strategy and provide executive oversight for strategic vendor and Partner Relationship Management.

  • Manage the development of infrastructure sourcing strategy and provide executive oversight for strategic vendor and Partner Relationship Management.

  • Drive continuous portfolio optimization of partners performance as measured by revenue, pipeline, consumption, usage and partner impact.

  • Stay up to date on competitor and Media Trends and best practices to help drive innovation in channel mix and execution.

  • Ensure the team is implementing projects in alignment with the Outreach methodology with a core focus on customer transformation and long term adoption.

  • Ensure you exceed; need to build use cases, Business Process flow charts and conduct User acceptance test and Product Quality Sign Off and product documentation.

  • Be accountable for understanding or cloud, multi cloud and Hybrid Cloud solutions and the transformation journey customers are currently undertaking.

  • Direct: actively review and evaluate partner training resources to determine when content needs to be updated, replaced, or retired.

  • Ensure you propel; lead and functionally manage a dedicated core client management team (Sales, Solution management, Industry specialization, Delivery executives, Program Managers).

  • Help partners transform and grow the business in the cloud by developing comprehensive Partner Account Plans for a portfolio of partners to identify short and long term strategic goals and tactical execution.

  • Ensure you are confident and intuitive enough to make hard calls based on gut feel, and methodical enough to make Data Driven decisions.

  • Ensure you advise; lead the cross functional diligence process to evaluate new departments, markets, and service lines in collaboration with Corporate Development, Finance, Care, and Legal.

  • Warrant that your business complies; directs the development of the IT sourcing strategy and provides executive oversight for strategic vendor and Partner Relationship Management.

  • Ensure you establish; build and lead a Team Environment that encourages people to take risks and do best to achieve overall client happiness.

  • Be a focused specialization and advocate to optimize clients investment and accelerated task, issue execution and resolution.

  • Determine market strategies and goals for each product and service; understanding the strategies, goals and objectives of named accounts.

  • Support the MSP sales team by creating accounts, instances, opportunities and quotes to support the deployment of MSP assets to customers.

  • Secure that your organization complies; directs the development of IT sourcing strategy and provides executive oversight for strategic vendor and Partner Relationship Management.

  • Manage the development of Database and Data Strategy and provide executive oversight for strategic vendor and Partner Relationship Management.

  • Ensure your venture complies; directs the development of Infrastructure And Operations strategy and provides executive participation in strategic Partner Relationship Management.

  • Arrange that your group complies; relentless focus on expense management, driving down costs through effective negotiation and innovative Process Improvements.

  • Guide: direct the development of infrastructure sourcing strategy and providing executive oversight for strategic vendor and Partner Relationship Management.

  • Drive Performance Management of partners through monthly/quarterly review to review overall business performance across your organization and to measure against partners transformation goals and business plan.


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 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 Partner Relationship Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What qualifications do Partner Relationship Management leaders need?

  2. How do you recognize an Partner Relationship Management objection?

  3. Who is going to spread your message?

  4. How do you engage the workforce, in addition to satisfying them?

  5. Do you aggressively reward and promote the people who have the biggest impact on creating excellent Partner Relationship Management services/products?

  6. What unique Value Proposition (UVP) do you offer?

  7. Can you add value to the current Partner Relationship Management decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

  8. What are your most important goals for the strategic Partner Relationship Management objectives?

  9. Will existing staff require re-training, for example, to learn new Business Processes?

  10. Act/Adjust: What Do you Need to Do Differently?

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 994 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:

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 Partner Relationship Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Partner Relationship Management project team have enough people to execute the Partner Relationship Management 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 Partner Relationship Management 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 Partner Relationship Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.