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.
Key Features
- Plan Template Management
- Partner Plan Tracking
- Joint Sales Plans
- Joint Marketing Plans
- Plan Status Monitoring
- Search & Filter Plans
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.
Frequently asked questions
- What is the purpose of the Plans module?
The Plans module serves as a central repository for managing partner business plans and their associated templates. It helps administrators create, distribute, and track strategic plans submitted by partners.
- Who uses the Plans module?
UPM administrators use the module to create and manage templates, while partners create and submit their business plans.
- How do administrators use the Plans module?
Administrators use the module to define the structure and content of strategic plans through customizable templates. They also review, approve, or reject partner submissions and track plan status.
- How do partners use the Plans module?
Partners use the module to create and submit their individual business plans based on the templates provided by administrators.
- How do I access the Plans module?
To access 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.
- What features are available in the Plans module?
Key features include plan template management, partner plan tracking, joint sales plans, joint marketing plans, plan status monitoring, and the ability to search and filter plans.