Partner Business Planning Template

BUSINESS ASSESSMENT

Current State Analysis

PARTNER BUSINESS ASSESSMENT

PARTNER INFORMATION:
Partner name: _______________
Planning period: _______________
PAM: _______________
Partner contact: _______________

PERFORMANCE REVIEW:
Revenue (last 12 months): $_________
YoY growth: _____%
Deals closed: _____
Win rate: _____%
Average deal size: $_____

MARKET POSITION:
Primary market: _______________
Customer segments: _______________
Geographic coverage: _______________
Competitive position: _______________

CAPABILITY ASSESSMENT:
Sales capacity: _____/10
Technical capability: _____/10
Marketing capability: _____/10
Service capability: _____/10

SWOT Analysis

Strengths	Weaknesses

Opportunities	Threats

---

GOALS AND OBJECTIVES

Joint Business Targets

BUSINESS PLAN OBJECTIVES

REVENUE TARGETS:
Annual target: $___________
Q1: $_________
Q2: $_________
Q3: $_________
Q4: $_________

GROWTH OBJECTIVES:
☐ New customer acquisition: _____
☐ Existing customer expansion: $_____
☐ New market entry: _______________
☐ Vertical focus: _______________

CAPABILITY DEVELOPMENT:
☐ Certifications to achieve: _____
☐ New service offerings: _____
☐ Team expansion: _____
☐ Marketing investment: $_____

SUCCESS METRICS:
☐ Revenue attainment
☐ Customer satisfaction
☐ Certification completion
☐ Marketing ROI

---

ACTION PLANS

Joint Action Planning

BUSINESS PLAN ACTIONS

SALES ACTIVITIES:
☐ Target account list: _____
☐ Joint selling cadence: _____
☐ Pipeline reviews: _____
☐ Training sessions: _____

MARKETING ACTIVITIES:
☐ Joint campaigns: _____
☐ Events: _____
☐ Content: _____
☐ MDF allocation: $_____

ENABLEMENT ACTIVITIES:
☐ Certification targets
☐ Training schedule
☐ Demo environment
☐ Sales tools

INVESTMENT COMMITMENT:
Partner investment: $_____
Vendor investment: $_____
Joint activities: $_____

Quarterly Action Matrix

Quarter	Sales Actions	Marketing	Enablement
Q1
Q2
Q3
Q4

---