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ORGANIZATION ASSESSMENT & PLAN

Create consistency and increase competency within your teams.

Outcome: Identify who does what, when and where to effectively scale your partnering efforts.

Cost: ~$50,000–$80,000 depending upon how many departments are assessed and the depth of the go-forward plans.

Time to completion: 6-8 weeks


Summary of Actions:Organizational-Assessment

  1. Multiple discussions with the team(s) on:
    • Goals and key metrics of success
    • Planned activities
    • Focus/growth audience, regions and solutions
    • Team backgrounds and skill sets
  2. Document the team’s role along the partner journey.
    • Where the team impacts partner success across the partner journey
    • Prioritize journey stages for coming year
  3. Recommend the ideal team structure based on the client's partnering maturity and the future growth of the partner programs.
    • Roles and responsibilities
    • KPIs and metrics per role
    • Across three phases: now, soon, later
  4. Work with the finance team to formulate budget asks
  5. Prioritize the team’s activities by quarter, by solution, region and audience

Deliverables

  • Team roles, structure and metrics over three growth phases
  • Prioritize growth plan
  • Partner growth potential: what increase in partner engagement can we expect?
  • Budget asks for two years aligned with expected growth the partner programs

 

Contact us to design a scope of work that aligns with your needs.

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