Once you’ve built go-to-market plans with your partners, the next step is to put them into action. But when you’ve got multiple plans with multiple partners, keeping up with the status of each of them all can be a bit of a challenge. But, as with many tasks in the world of marketing, by adopting a set approach, tracking your plans becomes second nature. Here are our top tips.
1. Define a clear list of actions:
First and foremost is to define a list of actions. Simply work through your activity plan and create a detailed action list, allocating tasks to appropriate owners. Create your list in an easy to read format that allows you and your partner to clearly see which actions are theirs and which actions are yours.
2. Set realistic deadlines:
For each action on your list, set a deadline. But ensure your deadlines are realistic and that any preceding items can be completed in sufficient time, and you’ll have a clear calendar of tasks for you to work to.
3. Use a tracker document:
It’s often helpful to incorporate your action lists into a comprehensive tracker document so you have all your activities and tasks in one place. Use your document to track the status of each of your actions and highlight any areas where your timings may be starting to slip.
4. Update your tracker on a weekly basis:
Update your tracker document on a weekly basis so you can see what needs doing during the week ahead. Circulate your update to other stakeholders so everyone has a clear view.
5. Hold regular review meetings:
Lastly, it’s a good idea to hold regular review meetings with your team to review and discuss the status of your plans. Meetings don’t have to be long drawn-out discussions but a quick update on a regular basis ensures everyone is kept up-to-date.
1. Define a clear list of actions:
First and foremost is to define a list of actions. Simply work through your activity plan and create a detailed action list, allocating tasks to appropriate owners. Create your list in an easy to read format that allows you and your partner to clearly see which actions are theirs and which actions are yours.
2. Set realistic deadlines:
For each action on your list, set a deadline. But ensure your deadlines are realistic and that any preceding items can be completed in sufficient time, and you’ll have a clear calendar of tasks for you to work to.
3. Use a tracker document:
It’s often helpful to incorporate your action lists into a comprehensive tracker document so you have all your activities and tasks in one place. Use your document to track the status of each of your actions and highlight any areas where your timings may be starting to slip.
4. Update your tracker on a weekly basis:
Update your tracker document on a weekly basis so you can see what needs doing during the week ahead. Circulate your update to other stakeholders so everyone has a clear view.
5. Hold regular review meetings:
Lastly, it’s a good idea to hold regular review meetings with your team to review and discuss the status of your plans. Meetings don’t have to be long drawn-out discussions but a quick update on a regular basis ensures everyone is kept up-to-date.
Recent posts
News and insights
A decade of evolution: what we can learn from the past 10 years
Some of the challenges for partner marketeers that we faced back in 2013, when we started Coterie, remain challenges
How to create a strong foundation for partner marketers in times of disruption
In today's business world, companies face an unprecedented level of disruption and change. It can be particularly challenging for partner
How to make more with less in partner marketing, with Elke Behrend, Finastra
Our client, Elke Behrend, Partner Marketing Lead for Europe at Finastra, gives us her experience, insight, and best practice