Tools
 
Partner Management
 
This valuable tool box of over 40 useful tools covers the 5 major process areas:
  • Selection & Recruitment
  • Engagement & Development
  • Commitment: on-going Management of the relationship and the business
  • Evaluation & Assessment, Audit and Value analysis
  • Change & Termination This extraordinary tool box provides a selection of tools that can be used and reused repeatedly while providing companies with clear analyses of opportunities and threats internally and in the market place while defining appropriate actions in each case.
Topic / Area Tools Included
Selection & Recruitment Process Area Partner Selection & Recruitment Process (PSP®) Identification, screening and recruiting
Examples of tools, templates, and instructions on how to make your own: 
  • Perfect Partner Profile (PPP®)
  • Introductory recruitment letters: 1st and 2nd 
  • Partner information questionnaires (PIQ®): long and short forms
  • Partner Selection Scorecard (PSS®): short form for VARs, long form for country distributor
  • Tips for finding information
  • Site location checklist
  • Interviewing questions checklist
  • Partner Investment Plan (PIP®) template
  • Vendor selection form: short form & competitive analysis template
Best Practices Best Partnering Practices
  • 13 best partnering practices identified and explained
  • Self-assessment scorecard
  • Competitive analysis template
  • Best Practices development template
Engagement Process Area Sales Policy / Roles and Responsibilities / Operational Guidelines Workbook
  • Operational Guidelines (how you and your business partners work together): explanation, example and topic headings
  • Instructions and templates to make your own
  • How to put it into practice
  • 3 agreement letters to formalize / contract the Policy
Compensation
  • Activity based compensation (hard and soft) and value assessment templates
Planning Territory Planning for multiple partners
Individual planning
Account management
  • Guidelines, methodology, forms, templates and instruction
Agreement(s), positions & the contracting process Contracting & Gaining Agreement with Business Partners
  • What to include, who is responsible for what
  • Frequently asked questions
  • Legal basis for the distribution contract
  • Outline of the contract / template
  • Explanation of articles, suggested and alternatives
  • Complete legal agreement / contract example
  • Applicable Legislation: EU laws, US legislation
Commitment / Development Process Area: On-going management of the partnership
  • Partner Plan information templates
  • Roles & Responsibilities definitions & allocation templates 
  • Meeting organization templates
  • Communications plan
  • Relationship state and stage mapping
  • Power-base Model
Why Business Partnerships Succeed or Fail - and how you can make your last
  • 16 self-tests
  • 4 key ways to improve your relationship
  • Tips & techniques
Conflict Management Awareness, prevention, management, resolution analysis
  • Checklists, templates, criteria
Evaluation & Assessment Process Area Channel Evaluation
  • Cost allocations template and instructions
Partner Evaluation Process (PEP®) workbook
  • Evaluation process, explanation, forms, templates,  and instructions: formal and informal communications process; reporting (monthly, quarterly); forecasting; participation; meetings
  • Health checks list (financial, risks, operational)
  • Individual partner evaluation
  • Partnership evaluation, value curve
  • Innovation rating
  • Channel and Partner Financial Audit templates: what and how to audit the costs of the channel and the partner
Business Partner Account Manager: the Job Business Partner Account Manager
  • Job Profile
  • Skill requirements
  • Skill assessment checklist
  • Job description
  • Skill assessment
  • Gap analysis
Value Propositions Business Partner Value Analysis / Coverage & Building Your Value Propositions
BP value analysis:
  • Territory coverage mapping by BP type: template form and instructions / explanation
  • Customer buying process coverage mapping by BP type: Template form and instructions / explanation
  • Channel Tasks coverage and performed mapping by BP type:  template, form and instructions / explanation
  • Business activities coverage performed mapping by BP type: Template and instructions / explanation
  • Coverage by user functionality mapping: template form and instructions / explanation
  • Gap analysis
Value proposition identification and creation
  • How to identify the values + templates (standard, differentiators, unique)
  • How to build the corporate value proposition + templates
  • How to build specific value propositions by offering / service for each type of BP and end-user (standard, differentiators, unique), DMU analysis
  • Competitive analysis template form
Value Bond
  • Building a partnership guidelines & template
Vendor Selection, Engagement, Management & Evaluation
  • Vendor assessment checklist templates

For additional information and customized tools, please contact us.
 
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