Partner business plan (joint business plan)

Definition

A partner business plan is a written plan that a vendor and a partner agree on for a set period, often a year or a quarter. It covers revenue goals, target customers, marketing activity, training needs and who owns each task. It is also called a joint business plan.

A good plan is short and specific. It names a few target accounts or segments, the actions each side will take and the dates for review.

The plan is only useful if both sides check it often. Many vendors review it during a QBR and tie MDF or tier benefits to progress against it.

In practice

A vendor and a reseller agree to target 20 manufacturing accounts this half, run two joint events and get three reseller engineers certified by the end of the quarter.

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