Complete Guide To Identifying Selecting And Managing Channel Partners PowerPoint Presentation Slides
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The document outlines a complete guide for organizations on identifying, selecting, and managing channel partners. It details a step-by-step approach for establishing outsourcing requirements, selecting appropriate partners, and strengthening relationships with them, including performance measurement metrics. The guide also emphasizes the importance of aligning partner strategies with business objectives and offers recommendations for partner growth initiatives.
Complete Guide To Identifying Selecting And Managing Channel Partners PowerPoint Presentation Slides
- 1. Complete Guide to Identifying, Selecting & Managing Channel Partners Your Company Name
- 2. 2 Table of Contents System of an Organization ❑ Step 1- Establishing Requirements for Outsourcing o Decide which Business Functions Are Primary & Supportive o Decide which Business Functions to Outsource o When to Outsource ❑ Step 2- Selecting Partners o Outline Your Requirement for Outsourcing Business Activity o Request for Proposal o Evaluate Request for Proposal o Finalize the Partners o Roll Out the Implementation Plan o Measure Partner Performance ❑ Step 3- Strengthening Partner Relationship o Partner Relationship Improvement Strategy Components of a Partner Strategy Overall Partner Strategy Partner Strategy Steps - Summary
- 3. System of an Organization 3 Supplier s Partners Demand Delivery ❑ Quality Processes (Sales, Finance, Operations, etc.) ❑ Enabling Technologies ❑ Culture This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 4. Establishing Requirements for Outsourcing Selecting Partners Strengthening Partner Relationship Components of a Partner Strategy 4This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 5. STEP 1 Establishing Requirements for Outsourcing 5
- 6. Decide which business functions are Primary & Supportive 6 SupportActivitiesPrimaryActivities After sales service ❑ Delivery, installation, repair, greeters, customer service focus Firm Infrastructure ❑ Management ❑ Finance ❑ Legal ❑ Planning Human Resource Management ❑ Professional development ❑ Employee relations ❑ Performance appraisals ❑ Recruiting ❑ Competitive wages ❑ Training programs Technology Development ❑ Integrated supply chain system ❑ Real time sales information Procurement ❑ Real time inventory ❑ Communication with suppliers ❑ Purchase supplies and materials Marketing & Sales ❑ Pricing, communication, promotion, product based on community needs, low prices Outbound Logistics ❑ Order processing, full delivery trucks Operations ❑ Standardized model, access to real time sales & inventory system Inbound Logistics ❑ Real time inbound inventory data, location of distribution facilities, trucks, material handling, warehouse This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 7. DecideWhich Business Functions to Outsource 7 Scheduling, travel arrangements, data entry, typing Add text here Cold Calls, Lead Generation Add text here Bookkeeping, invoicing and accounts payable and receivable, financial reporting, analysis and planning, Tax Filing, Payroll processing Add text here Social Media Marketing, SEO Add text here Blogs, Press Releases Add text here consulting, modeling, AutoCAD designs, and Sketches Add text here Employee acquisition and human resource functions - advertising, screening suitable applicants and checking references Add text here Litigation support, document review, analysis/drafting, and legal documentation Add text here Order processing, cataloging, scanning, and indexing Add text here Support Functions Potential Partners Service Data Entry Human Resources Marketing Legal Services Content Writing Engineering Accounting Customer Support Administrative Yes/ No
- 8. 8 When to Outsource Core business activities should be done in-house. Rest should be outsourced so that it frees the management and employees from these tasks and focus on core activities that generates income. 01 When it is not a core business activity When you lack the resources to expand operations and grow company, one should outsource those tasks to partners that have such resources. 02 Lack of Resources to carry out that activity Outsource tasks that cannot be performed best by local talent. Get access to technologies and solutions that may not be readily available in-house. 03 Get access to expert talent/ technology Save the costs of recruiting, training, and employee benefits by outsourcing the work to a firm or partner. 04 Cost saving by decreasing your expenses
- 10. 1. Outline your requirement for Outsourcing Business Activity 10 Function Recruitment Services Employment Branding Services Consulting Services ❑ Talent sourcing (for contract, contract-to-hire, temporary or permanent basis) ❑ Recruitment Campaigns ❑ Interviews ❑ Onboarding support ❑ Customized Recruitment Campaigns ❑ Craft corporate message ❑ Company oriented hiring and talent development ❑ Business case development ❑ Change management ❑ Employee retention ❑ Career progression Services Example- Staffing Partner This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 11. 2. Request for Proposal 11 Ref Functional Requirements Vendor Response 1. Self Service 1.1 Employee Self Service (ESS) 1.1.1 ESS – Basic Personal Tasks 1.1.1.1 Routine HR administration tasks such as changing home address, home or work telephone number, emergency contact details, dependents, next of kin, marriage, name, births or adoptions 1.1.1.2 Administration for other (USA) life events e.g. changes in circumstances affecting benefits eligibility 1.1.1.3 Common information uploaded to existing databases e.g. work telephone number to telephone directories or work location to organizational charts 1.1.1.4 View employee’s own employment history including salary & benefits details, promotions, dates, appraisals, training 1.1.1.5 Update company property located at employee’s home address or linked to employee 1.1.1.6 View HR information eg: 1.1.1.6.1 -Conditions of employment 1.1.1.6.2 -HR policies & procedures 1.1.1.6.3 -Employee information packs/handbooks 1.1.1.6.4 -Organisation charts 1.1.1.6.5 -Corporate policies on email, social media, blogging 1.1.1.6.6 -Management guidelines 1.1.1.6.7 -Guidance templates for changing personal information 1.1.2 ESS – Time & Attendance Tasks (also see section 5) 1.1.2.1 Manage time sheets, working times for activities or projects 1.1.2.2 Manage leave, PTO (paid time off) & other absences from work 1.1.3 ESS – Travel & Expenses Tasks (also see section 12) Requirements Specification for: HR & Payroll Software for < Organization name, city > < Contact Name > < Date > < Reference Number > Insert Logo Here
- 12. Ref Functional Requirements Vendor Response 2.Text Here 2.3 Sourcing Candidates 2.3.1 Candidate sourcing management 2.3.1.1 Support multiple candidate sourcing channels 2.3.1.2 Manage where vacancies are published 2.1.1.3 Configurable controls to ensure a consistent message across all sourcing channels 2.3.1.4 Configurable recruitment sourcing workflows – dependent on the channel of sourcing candidates, the desired process to fill a vacancy 2.3.1.5 Published recruitment process with vacancy details 2.3.2 Web job boards 2.3.2.1 Vacancies advertised on corporate website, company career pages, intranet job boards & websites 2.3.2.2 Support mobile optimised web pages 2.3.2.3 Advertise vacancies on 3rd party job boards & recruitment websites 2.3.2.4 Links to major job boards e.g. – Monster, CareerBuilder, Indeed 2.3.2.5 Links to specialist jobs boards 2.3.2.6 Automated posting to jobs boards 2.3.2.7 Select jobs boards 2.3.2.8 Syndicate vacancy to multiple jobs boards 2.3.2.9 Easy change of job boards, job details, keywords, links 2.3.2.10 Highlight “featured” or critical job vacancies 2.3.2.11 Control posting start & end dates with automatic removal at end date 2.3.2.12 Support the use of mobile apps in sourcing candidates 2.3.2.13 Integrate with online videos 2.3.2.14 Online recruitment videos covering company, corporate culture, business operations, careers information & individual vacancy details 2. Request for Proposal (contd…) 12 Requirements Specification for: HR & Payroll Software for < Organization name, city > < Contact Name > < Date > < Reference Number > Insert Logo Here
- 13. 3. Evaluate Request for Proposal 13 Purchasing Software Proposal Comparison Vendor Proposal A Vendor Proposal B Vendor Proposal C Text Here Text Here FS FS FS Text Here FS NS PE Text Here FS FS FS Text Here FS FS FS Text Here FS NS FS Text Here FS NS NS Text Here FS FS PE Use the “Enhancement Cost” column to quote an enhancement cost if “PE” Response Instructions Please respond with FS – Fully Supported NS – Not Supported FE – Free Enhancement PE – Paid Enhancement CO – Configuration Option RT – Reporting Tool 3P – 3rd Party Product
- 14. 4. Finalize the Partners 14 Business Requirements Necessity Vendor 1 Vendor 2 Vendor 3 General Requirements Secure Web Access Must Have 1 1 3 Shared Calendars Functionality Must Have 2 1 3 Activity Planning & Tracking Must Have 1 3 3 Outlook Email Integration Must Have 1 2 1 Outlook Calendar Integration Must Have 1 1 1 AddText Here Must Have 1 3 2 AddText Here Must Have 2 1 3 AddText Here Must Have 1 3 3 AddText Here Must Have 1 2 1 AddText Here Must Have 1 1 1 AddText Here Must Have 1 3 2 Total = 13 Total = 21 Total = 23
- 15. 5. Roll Out the Implementation Plan 15 SaaS Implementation Roadmap Text here Text here Text hereText here Strategic Planning & Vendor Selection 01 02 03 05 04 06 End user training & Change management program
- 16. 6. Measure Partner Performance 16 Actual sales YTD by Quarter vs Target Actual # of pipeline deals by close date by Quarter vs Target Actual $ pipeline by close date by Quarter vs Target Year-to-date sales achieved Vs target set in the partner business plan by quarter Total quantity of pipeline deals forecasted to close during this quarter Vs business plan target $ quantity of actual pipeline expected to close by quarter Vs business plan target Partner Performance Scorecard Quarters Target Actual Jun - Aug $588,500 $1,018,233 Sep - Nov $658,750 $693,225 Dec - Feb $568,500 $630,890 Mar - May $538,750 $938,577 TY $2,354,500 $3,280,925 Quarters Target Actual Jun - Aug 118 25 Sep - Nov 132 22 Dec - Feb 114 44 Mar - May 108 37 TY 472 128 Quarters Target Actual Jun - Aug $2,354,000 $450,000 Sep - Nov $2,635,000 $3,200,000 Dec - Feb $2,274,000 $3,500,000 Mar - May $2,155,000 $410,000 TY $9,418,000 $7,560,000 0 100 20 10 30 40 80 90 70 6050 0 100 20 10 30 40 80 90 70 6050 0 100 20 10 30 40 80 90 70 6050 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 18. Goals Partner Relationship Improvement Strategy 18 Key Metrics 2018 2019 2020 Metric 1 $6m $8.6m $6.24m Metric 2 67% 84% 90% Metric 3 88% 90% 86% Metric 4 4.6% 2.4% 3.6% Baseline Initiatives for Partner Growth All-in-one Partner Portal 01. New reseller price list with product bundles designed to help partners drive more customer sales Discounting process for all partners Joint marketing programs Partner training program with certifications and sales enablement Partner summits featuring networking and training 02. 03. 05.04. 06. Improved Referral Program 07. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 19. Overall Partner Strategy 19 Business Function Partners Goal Initiatives Human Resources Logo Here Logo Here Logo Here 500+ employees' recruitment ❑ Text Here ❑ Text Here ❑ Text Here Marketing Logo Here Logo Here Logo Here 30% Growth in Lead Generation ❑ Text Here ❑ Text Here ❑ Text Here Legal Logo Here Logo Here Logo Here Save $500K in legal cases ❑ Text Here ❑ Text Here ❑ Text Here
- 20. Partner Strategy Steps - Summary 20 01 Identify Partnership Requirements ❑ Evaluate Partnership Spend ❑ Identify services for outsourcing to save cost ❑ Analyze performance of existing partners for cost benefit and value ❑ Renew contracts with profitable partners 02 Screen for Partner Selection ❑ For new partnerships, roll out RFP ❑ Score multiple partners to select the best partners 03 Refine Partnership Plan ❑ Go for bidding or auditions to get best partnership programs at best price ❑ For existing partnerships, strengthen relationship and discuss plans to improve performance ❑ Negotiate with new partners for maximum value 04 Execute Strategy ❑ Measure channel partners’ performance on key metrics. Use scorecards and matrix ❑ Plan incentives and rewards for partner loyalty ❑ Work with partners to resolve problem areas ❑ Create mutually agreed targets and deadlines for implementing initiatives This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 21. Complete Guide to Identifying, Selecting & Managing Channel Partners Icons Slide 21
- 23. Agenda 2323 Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04
- 24. 24 Company Introduction Target Audience This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Preferred Many This slide is 100% editable. Adapt it to your needs and capture your audience's attention. We are Creative This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Value Clients This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 25. Our Mission Vision Values 25 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.Values This slide is 100% editable. Adapt it to your needs and capture your audience's attention.Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention.Vision
- 26. Our Goals 26 This slide is 100% editable. Adapt it to your need and capture your audience’s attention. This slide is 100% editable. Adapt it to your need and capture your audience’s attention. This slide is 100% editable. Adapt it to your need and capture your audience’s attention. This slide is 100% editable. Adapt it to your need and capture your audience’s attention. This slide is 100% editable. Adapt it to your need and capture your audience’s attention. 01 02 03 04 05 Text Here Text Here Text Here Text Here Text Here
- 27. Organization Chart 27 Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here
- 28. Comparison 28 VS 70% Female 85.654 user 30% Male 75.534 user This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 29. Bar Chart 29 In Percentage FinancialYear 7% 14% 20% 26% 33% 0% 5% 10% 15% 20% 25% 30% 35% 2016 2017 2018 2019 2020
- 30. Pie Chart 30 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 55% 24% 17% 19%
- 31. Dashboard 31 This slide is 100% editable.Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable.Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable.Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable.Adapt it to your needs and capture your audience's attention. Text Here
- 32. Linear Process 32 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 Step 02 Step 03 Step 04 Step
- 33. Circular Process 33 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 05 01 02 03
- 34. Roadmap 34 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 02 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 04
- 35. Timeline 35 Start Finish Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2017 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2018 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2019 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2020
- 36. Thank You 36 Contact Number 0123456789 Address #Street Number , City , State Email Address Emailaddress123@.com