Tool Box

Quarterly Business Review

The QBR is a mainstay in the governance cadence of organizations and partnerships.  Here is a sample agenda that can be modified to fit your alliance.  Download

Operational Roles

Collaborations are built on personal relationships and the understanding of their roles and contribution to the outcomes.  This tool leverages the RASCI model in mapping out the operational Responsibilities and involvement of each individual on the partnering team. Download

Ladder of Trust

The ladder of trust depicts the level of trust between parties based on human behaviorial drives.  This is a useful tool in calling out the elephant.  Where are you on the trust scale? Download

Executive Sponsor Checklists

Recruiting the right Executive Sponsor and keeping them actively engaged is a critical success factor to an alliance or partnership. This tool outlines some key considerations in recruiting, onboarding and maintaining  effective sponsorship.  Download

Gamifying Partner Onboarding InfoGraphic

Make onboarding engaging, fun, and productive.  Gamify the experience to create a partner jouney which will keep them on track from enrollment, enablement, and productive revenue enagement. Download

Channel Partner Recruitment Considerations Check List

The Buyer's journey has changed in the past few years.  Has your channel strategy kept up?  Have your partners?  The channel partner recruitment checklist will aid you in asking and answering the key questions in recruiting the right partners for the future.  Download

Peer MappingTool

Peer mapping establishes the operational linkages between two alliance partners: the who works with who on daily basis to collaborate and to make mutual decisions. (Download 50 KB)

Build, Buy, Partner Check List

Questions to ask in determining whether the best strategy is to build or grow organically, externally through acquisition or partner.  (Download 86 KB)

Stakeholder Alignment Assessment

Tool to visualize stakeholder alignment and levels of influence to lend insight into strategies to gain greater alignment. Read more about using this tool on our blog.  (Download 56 KB)

Self-Assessment Tool

A skills inventory tool that will aid you in determining where your strengths, weaknesses and gaps are in alliance management competencies. It is a useful tool when planning for professional development needs for an individual or for alliance teams. (Download 81.5 KB)

Alliance Team Charter Template

The alliance team charter is jointly developed by the alliance partners to establish a common vision, joint objectives, value proposition and team structure for an alliance. It's use is more completely described in our Governance and Stakeholder Alignment practice.  (Download 45 KB)

Your First 100 Days as an Alliance Executive

Your first 100 days are critical to your long term success in a new position.  We have mapped the process from the best selling book, Your First 100 Days in a New Executive Job, by Robert Hargrove in a model that will help propell you to success in your new alliance executive job. (Download 92 KB)


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Phoenix Rising Blog

The Next Generation Partner Ecosystem

Posted on 9/28/2017

Business models have fundamentally changed from selling and buying gear to responding to how customers consume technology and how it changes their businesses.We are experiencing seismic changes in the tech industry driven by the convergence... Read More

Take Time to Dance - Don't Rush to Contract

Posted on 8/28/2017

When should you write an alliance contract?Best practice puts alliance design ahead of structuring a contract. Many teams jump into contract way too early. It is important to have a pretty good picture of the business case for the alliance,... Read More

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