Overview
Partner business plans are crucial strategic documents submitted by partners to outline their sales, marketing, and training objectives for a specific period. These plans enable vendors to gain insight into their partners' strategies, assess their commitment, and ensure alignment with overall program goals. By reviewing these plans, program managers can identify opportunities for support, allocate resources effectively, and track partner progress against agreed-upon targets, fostering stronger, more productive partner relationships. Effective management of partner business plans facilitates proactive engagement, allowing vendors to provide timely assistance, address potential challenges, and ensure partners are equipped to succeed. This process also serves as a foundation for quarterly business reviews (QBRs) and performance evaluations, driving accountability and continuous improvement within the partner ecosystem.
Accessing Partner Plans
Click the FY25Q3 Plan for Collaboration link.
Reviewing a Partner Business Plan
This screen provides a comprehensive overview of a specific Partner Plan, detailing the strategic objectives and operational components agreed upon between the vendor and a partner. It consolidates various aspects of the partner's business strategy, including their company information, SWOT analysis, pipeline targets, certification training plans, and planned marketing campaigns. This view is crucial for program managers to monitor partner performance, track progress against agreed-upon goals, and understand the partner's strategic alignment. The approval history section also provides transparency into the workflow stages and decisions made regarding the plan, ensuring accountability and adherence to governance processes.
Review the detailed information presented for the selected Partner Plan.
Partner Plan Information
| Field | Description |
|---|---|
| Plan Name | The name assigned to this specific partner plan. |
| Address 1 | The primary street address of the partner. |
| State | The state where the partner is located. |
| Main Phone | The primary contact phone number for the partner. |
| Partner ID | The unique identification number assigned to the partner. |
| Specializations | A description of the partner's areas of expertise or focus. |
| Company Description | A brief overview of the partner company's business and offerings. |
| Company Strengths | Key advantages or capabilities of the partner company. |
| Company Weakness | Identified areas where the partner company could improve or faces challenges. |
| Key Differentiators | Unique aspects that set the partner apart from competitors. |
| Go To Market Strategy | The partner's approach to reaching and acquiring customers. |
| Plan Status | The current approval status of the partner plan. |
| Market Segmentation | The specific market segments the partner targets. |
| Plan Type | The category or focus of the partner plan, such as 'Sales'. |
| Channel Marketing Manager | The vendor's marketing manager assigned to this partner. |
| Plan ID | The unique identifier for the partner plan. |
| Plan Start Date | The date when the partner plan officially began. |
| Partner Company Name | The name of the partner company associated with this plan. |
| Country | The country where the partner is located. |
| Zip/Postal Code | The postal code for the partner's address. |
| Website | The partner company's official website. |
| Preferred Distributor | The partner's preferred distributor. |
| Partner Business Manager | The vendor's business manager assigned to this partner. |
| Plan Template | The template used to create this partner plan. |
| Partner Account Type | The classification of the partner account, such as 'Reseller'. |
| Plan End Date | The date when the partner plan is scheduled to conclude. |
SWOT Analysis
| Field | Description |
|---|---|
| Strengths | Identified internal strengths of the partner. |
| Opportunities | External factors that the partner can leverage for growth. |
| Weaknesses | Identified internal weaknesses of the partner. |
| Threats | External factors that could negatively impact the partner. |
Quarterly Pipeline Approach
| Column | Description |
|---|---|
| Fiscal Quarter | The fiscal quarter for which pipeline data is reported. |
| Raw Pipeline | The total value of all potential deals in the pipeline for the fiscal quarter. |
| Qualified Pipeline | The value of deals in the pipeline that have met qualification criteria. |
| Approved Pipeline | The value of deals in the pipeline that have received internal approval. |
| Closed/Won | The value of deals that have been successfully closed and won. |
Certifications Training
| Column | Description |
|---|---|
| Training Type | The category or focus of the certification training. |
| Participant | The individual from the partner company participating in the training. |
| Department | The department of the participant within the partner company. |
| Training Date | The scheduled or actual date of the training. |
| Completion Status | The current status of the training completion for the participant. |
Campaign Calendar
| Column | Description |
|---|---|
| Campaign Execution Name | The name of the marketing campaign being executed. |
| Campaign Name | The name of the marketing campaign. |
| Proposed Execution Date | The planned date for the campaign's execution. |
| Target List Size | The estimated number of recipients or targets for the campaign. |
Approval History
| Column | Description |
|---|---|
| Step | The specific stage in the approval workflow. |
| Submitter | The user or entity who submitted the plan or a change for approval. |
| Approver | The role or group responsible for approving the step. |
| Actual Approver | The specific user who performed the approval action. |
| Status | The current status of the approval step. |
| Comments | Any notes or feedback provided during the approval process. |
| Action Taken Date | The date and time when an approval action was taken. |
Viewing Campaign Details
Click the CX Workshop link under Campaign Execution Name.
This screen displays the detailed information for a specific campaign execution that is part of a partner's business plan. It provides a summary of the campaign's key attributes, including its name, the proposed date for its execution, the overarching business plan it belongs to, and the target audience size. This view allows administrators to review the specifics of planned marketing activities within the context of a partner's strategic goals, ensuring alignment and providing oversight into the execution details.
Review the details of the selected business plan campaign execution.
Campaign Execution Information
| Field | Description |
|---|---|
| Campaign Execution Name | The name given to this specific instance of a campaign execution. |
| Proposed Execution Date | The planned date for the campaign's execution. |
| Business Plan | The name of the business plan to which this campaign execution belongs. |
| Campaign Name | The name of the marketing campaign being executed. |
| Target List Size | The number of individuals or accounts targeted by this campaign. |