What is a partner enablement plan template?
A partner enablement plan template is a strategic framework that helps you onboard, train, and support your business partners in a way that ensures mutual success.
This template provides a clear structure to equip your partners with the knowledge, tools, and resources they need to sell and support your products effectively. Whether your partners are resellers, system integrators, or referral partners, this plan aligns their goals with yours, helping everyone grow together.
Who is it for?
This template is ideal for anyone responsible for managing or enabling business partnerships. Whether you’re a partner enablement manager, sales leader, or marketing professional, this template will help you provide your partners with the guidance they need to excel.
It’s especially useful for organizations looking to create structured, long-term relationships with their partners and ensure they have the right support to succeed.
How to use the template
- Set clear objectives: Start by defining the key goals for your partnership, such as increasing sales, improving training completion, or expanding product knowledge. Use the goal-setting framework to track progress and ensure accountability.
- Profile your partner: Understand the strengths and capabilities of your partner. Identify the areas where they need enablement support and tailor the plan to their business model, whether they’re new, growing, or a strategic partner.
- Provide essential training: Use the training section to ensure your partners have access to all the necessary product knowledge and sales training. This includes mandatory and optional training modules that cover product overviews, sales methodologies, and industry-specific applications.
- Curate key resources: The template includes a section for linking key resources like sales playbooks, pitch decks, and other tools that your partner needs to succeed. Make sure these are easily accessible and up-to-date.
- Set up communication and check-ins: Regular communication is key to staying aligned with your partners. Schedule sync meetings, quarterly business reviews, and ongoing check-ins to ensure your partner is on track and get feedback to adjust the plan if needed.
- Establish incentivization strategies: To motivate your partners, set up a rewards system based on sales performance. Include bonuses, recognition programs, or gamification strategies to encourage top performers.
- Identify risks and blockers: Use the risks checklist to identify any potential obstacles to your partner’s success. Whether it’s limited access to data, team turnover, or other issues, this section will help you proactively address them before they impact the partnership.
Download your partner enablement plan template
This template is only available to Pro and Pro+ Members. But if you’re not already a member, don't worry! We still have tons of templates and frameworks available for free in our Insider plan.
