This Partnership Tracking Template is designed to monitor and track the progress of strategic partnerships. It includes sections for recording milestones, accreditation status, key performance indicators (KPIs), feedback from partners, and overall relationship health. This will help ensure that all partnerships are on track and meeting the desired objectives.
1. Partnership Overview
Field
Details
Partner Name
[Insert Partner Name]
Partnership Start Date
[Insert Start Date]
Partnership Type
[e.g., Reseller, Joint Venture, etc.]
Point of Contact
[Insert Name of Primary Contact]
Partner Industry
[Insert Industry Type]
Partner Location
[Insert Location]
2. Milestones and Timeline
Milestone
Target Date
Actual Date
Status
Notes
Initial Partnership Agreement
[Insert Date]
[Insert Date]
[e.g., Completed]
[Any relevant details]
Accreditation Application
[Insert Date]
[Insert Date]
[e.g., Pending]
[Status update on accreditation process]
Training Session Completed
[Insert Date]
[Insert Date]
[e.g., Completed]
[Details on the training session]
Launch of First Joint Initiative
[Insert Date]
[Insert Date]
[e.g., Delayed]
[Challenges, delays, or updates]
Review and Performance Assessment
[Insert Date]
[Insert Date]
[e.g., Completed]
[Update on assessment]
Renewal/Extension of Agreement
[Insert Date]
[Insert Date]
[e.g., Pending]
[Notes on extension or renewal]
3. Accreditation Status
Accreditation Step
Target Date
Status
Notes
Initial Accreditation Submission
[Insert Date]
[e.g., Submitted, Pending, Approved]
[Any updates related to submission]
Document Review
[Insert Date]
[e.g., Under Review]
[Current status of document review]
Accreditation Assessment Meeting
[Insert Date]
[e.g., Scheduled, Completed]
[Any important feedback or actions]
Final Accreditation Approval
[Insert Date]
[e.g., Approved, Rejected]
[Final approval status and feedback]
Re-accreditation or Renewal
[Insert Date]
[e.g., Pending, Renewed]
[Update on re-accreditation process]
4. Performance and Key Metrics
Metric
Target/Goal
Current Status
Notes
Revenue from Partnership
[Insert Target]
[Insert Actual]
[Update on revenue generated or expected]
Market Penetration
[Insert Target]
[Insert Actual]
[Update on market reach or growth]
Customer Satisfaction Rating
[Insert Target]
[Insert Actual]
[Update on customer satisfaction or feedback]
Number of Joint Projects
[Insert Target]
[Insert Actual]
[Details of joint initiatives or projects]
Lead Generation
[Insert Target]
[Insert Actual]
[Status of lead generation efforts]
Compliance with Accreditation
[Insert Target]
[Insert Actual]
[Update on compliance with SayPro standards]
5. Feedback from Partner
Date
Feedback
Action Taken
Next Steps
[Insert Date]
[Feedback provided by the partner]
[Actions taken to address feedback]
[Follow-up actions or improvements]
[Insert Date]
[Feedback provided by the partner]
[Actions taken to address feedback]
[Follow-up actions or improvements]
[Insert Date]
[Feedback provided by the partner]
[Actions taken to address feedback]
[Follow-up actions or improvements]
6. Relationship Health
Area
Status
Key Issues
Action Plan
Communication
[e.g., Excellent, Good, Needs Improvement]
[Any challenges or roadblocks]
[Steps being taken to improve communication]
Collaboration
[e.g., Excellent, Good, Needs Improvement]
[Any collaboration gaps]
[Plans for enhancing collaboration]
Support and Resources
[e.g., Excellent, Good, Needs Improvement]
[Any gaps in support or resources]
[Plans to improve support and resource allocation]
Overall Relationship Health
[e.g., Excellent, Good, Needs Improvement]
[Any overall concerns]
[General plan for maintaining or improving the relationship]
7. Next Steps and Action Items
Action Item
Assigned To
Due Date
Status
Notes
Complete Accreditation Review
[Insert Name]
[Insert Date]
[Pending, Completed, etc.]
[Details on next steps]
Schedule Quarterly Partnership Review
[Insert Name]
[Insert Date]
[Pending, Scheduled]
[Details on the review meeting]
Launch New Joint Marketing Campaign
[Insert Name]
[Insert Date]
[Pending, Completed]
[Marketing activities planned]
Follow-Up on Partner Feedback
[Insert Name]
[Insert Date]
[Pending, Completed]
[Follow-up actions]
8. Additional Notes
[Insert any additional information or updates that are relevant to the partnership tracking process.]
9. Summary & Evaluation
This Partnership Tracking Template will help maintain clear visibility of the status, milestones, and outcomes of each strategic partnership. By continuously tracking and evaluating the performance, accreditation status, and partner feedback, SayPro can ensure that relationships remain strong, goals are met, and improvements are made where necessary.
This template is designed to be customized and updated regularly, ensuring a comprehensive and up-to-date record of each partnership’s progression.
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