The Most Comprehensive Partner Marketing Planning Template for Enterprise Tech

What's Included in the Template

• Partnership Overview & Contacts
  Document partnership type, tier, value proposition, and key stakeholders
• Previous Year Retrospective
  Goals vs. actuals, what worked, what didn't, lessons learned
• Current State Assessment
  Pipeline baseline, existing assets, systems integration status
• Strategic Alignment & Goals
  Company priorities, target markets, joint objectives
• RACI Matrix for Roles
  13-activity responsibility matrix to eliminate confusion
• Attribution Model Agreement
  Define sourced vs. influenced, MQL criteria, tracking rules
• Quarterly Execution Plans
  Q1-Q4 activities, budgets, goals, and compounding handoffs
• Budget Allocation by Activity
  Detailed spend planning across events, content, media, enablement
• Risk & Contingency Planning
  Key risks, mitigation strategies, reallocation triggers
• Sign-Off Agreement
  Formal commitment section for both organizations