Free Guide – Strategic Partnering Plan

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Strategic Partnering Plan (SPP)

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Strategic Partnering Plans will act as maps for your team as they move through the various phases of the partnering process.

Strategic Partnering Plans are internal living documents that become the collaborative work of your organization’s major stakeholders in various partnering initiatives.

Each SPP will help ensure internal alignment of knowledge, resources, intentions, and expectations as your partnering team prepare to engage partner candidates.

If you decide to segment your targeted partners by accounting firm size, geography, or other specialization, then you will need to create individual SPPs that address each unique segmentation.

It is not uncommon for organizations to have 5-10 SPPs that specifically address their referral programs. Then going beyond your referral programs, your team may create SPPs for affiliate, resell, and co-sell partner programs to identify each of those programs’ unique characteristics.

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