Partnership Opportunity Summary (Template)
Document Template to copy and modify
Opportunities with partners
With so many potential programs and integrations with partners, it can be helpful to get better at recording why they are important and how they can help move the business forward.
This template can be helpful as you work with cross-functional teams to build momentum and consensus for work on partner opportunities.
Document Overview
This aim of this template is to help you provide a short summary of any partnership program, and show how it can positively impact your business and help you hit your goals.
The audience could be any team at the company, depending on who you want to collaborate with.
Key Sections to Complete
TL/DR Summary
When you have completed the bulk of the document, add a short summary which is crisp and easy for teams to see the value of this program.
Strategic Fit
Get to know your companies strategic goals, and articulate how this program help help. This can often be a helpful step if you have multiple partner opportunities and want to focus on the highest priority initiative.
Customer Value
Always keep a focus on what customer-value these programs and integrations are going to deliver. If there is no value for customers, it may be best not to proceed.
Growth Impact
Evaluate how this will help your company grow. This could be users, revenue or capabilities, but there should be some growth benefit from these programs.
Value for Partner
Make sure you understand why your partner wants to collaborate. Knowing this and sharing with other teams internally can help spot any risks and opportunities that you may not have considered.
Competitive Considerations
If there are any internal teams that may feel like there will be a competitive aspect to the program, call that out and have the conversations. Having these concerns will not be the deciding factor in proceeding or not, but they should be discussed so everyone is clear on potential outcomes.
Document Template to copy and modify
You can download and edit the template - here.
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