Overview
Effective partner management often involves strategic planning to align partner activities with vendor objectives. The Plans module provides the tools necessary for administrators to define the structure and content of these strategic plans through customizable templates. These templates can be tailored for different partner types or program levels, ensuring that partners focus on relevant goals, whether they are sales-focused, marketing-driven, or a combination of both.
Once templates are established, partners can create and submit their individual business plans based on these templates. Administrators can then review, approve, or reject these submissions, tracking the status of each plan through its lifecycle. This systematic approach to business planning helps in fostering a more structured and goal-oriented partner ecosystem, enabling better performance measurement and resource allocation.
Accessing the Plans Module
Click Onboard in the top navigation bar, then click Plans in the left navigation menu to expand it, and finally click Partner Plans.
Managing Plan Templates
This screen displays a list of business plan templates that administrators can use to create structured plans for their partners. It provides an overview of existing templates, showing their names, types (e.g., Joint Sales Plan, Joint Marketing Plan), and the last modification date. This view is essential for managing the foundational documents that guide partner activities and strategic alignment within the Onboard module.
Viewing Partner Business Plans
This screen displays a comprehensive list of all partner business plans within the platform, providing administrators with an overview of each plan's status and associated partner. It serves as a central hub for managing and tracking the various strategic and operational plans submitted by partners, allowing for monitoring of their progress through different stages, such as pending approval, ready for submission, or approved. This view is essential for overseeing partner engagement and ensuring alignment with program objectives.