Channel Partner Joint Business Planning Template.

Your channel management team needs every support they can get to help their channel partners achieve sales targets. Without effective joint business planning they are essentially "winging it". This joint business planning template can be used by your channel team to ensure all stakeholders are aligned and working towards the same goals. Download it for free by completing the short form below and share with your team.

Both the Certificate in Channel Sales and the Certificate in Channel Management include modules on joint business planning with partners. This includes channel partner business planning templates, tools and guidance that you can use to conduct effective joint business planning sessions with your partners. 

The Channel Institute is the only training body in the world that provides business training specifically for the channel profession through a syllabus validated by a vendor-independent Industry Advisory Council. Our Industry Advisory Council is comprised of the most senior leadership in the channel profession at many of the world's largest technology employers. These channel thought leaders ensure that our channel management and channel marketing course content meets the highest global standards.  

To access all of our best practices, research and channel partner business plan templates please visit our certificate courses: 

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The Certificate in Channel Management training course is structured as 10 separate topics as follows:  

Module 1: Foundations & Terminology Discover the fundamentals of channel management, key concepts & terminology.  

Module 2: Partner Recruitment  

Learn about ideal partner profiles, assessing new partner candidates and preparing to "Onboard" partners.  

Module 3: Onboarding & Ena&lement Get an introduction to the Onboarding and Enablement processes. Learn why these aspects of channel management training are critical to the success of your partner program.  

Module 4: Partner Business Plans Learn about "JMP" and joint business planning. Review best practices in holding all parties accountable for success. Understand the business impact of adapting plans over time.  

Module 5: Channel Incentives Understand the key concepts behind channel incentives. Review the most commonly used incentive types. Learn how to improve the effectiveness of your incentives.  

Module 6: Partner Positioning This training module helps you to discover the importance of helping your channel partners carve out their own niche. Discover tools to help create an effective market position.  

Module 7: Partner Marketing An introduction to the basics of channel partner marketing. Learn how to help your partners develop more effective market segmentation and targeting strategies.  

Module 8: Opportunity Management Review the key concepts of opportunity management. Master the basics of deal registration and lead management.  

Module 9: Channel Data Discover the fundamentals and best practices in channel data management. Learn the data priorities and the consequences of poor data management.  

Module 10: Channel Relationships Master the basics of relationship management and mitigating channel conflict. Learn how to build partner loyalty and strong partner relationships.