Gartner Research

Toolkit: Joint Business Planning With Indirect Channel Partners

Published: 15 August 2019

ID: G00441732

Analyst(s): Carrie Cowan , Mark Paine


Joint business planning with strategic channel partners ensures closer alignment to mutual goals, optimal resource usage and improved sales execution. Use this planning template to define the joint engagement and during regular partner review sessions to improve channel effectiveness.

Table Of Contents

When to Use

  • Who Should Use This Template?
  • Why Joint Business Planning?
  • Who Are the Most Strategic Partners?
  • Which Strategic Partners Should You Plan With?
  • When Should You Use the Partner Business Planning Toolkit?

Downloadable Attachments

  • The Process
  • How Long Should You Plan For?
  • Recommendations for TSPs on Joint Business Planning

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