Partner profile & evaluation framework
The capabilities, commercial fit and operating requirements that matter, with a consistent way to compare information and identify gaps.
Partnership Development
Shared ambition.
Clear responsibilities.
Partnership development helps businesses assess partner fit and prepare for collaboration. We organise selection criteria, onboarding, responsibilities and review routines for new relationships or existing partner networks.
Discuss your plansWhere we focus
A useful partnership
needs a working plan.
Partners may contribute distribution, market access, operating capacity or specialist knowledge. The first question is whether those capabilities match the business objective and the contribution expected from each side.
Your advisory brief
Set the relationship
up to work.
We turn that question into evaluation criteria and an onboarding plan. The work identifies the information needed to assess prospective partners, then maps introductions, materials, access and responsibilities for the relationship to begin.
For an existing network, the focus may be communication, handoffs or recurring issues. Points of contact, review routines and issue ownership give both teams a shared way to coordinate the work.
Where we can help
Evaluate partner fit
You need a consistent way to evaluate prospective partners.
Prepare for onboarding
A new partnership is agreed in principle but onboarding is unclear.
Align existing partners
Your team needs better alignment across existing partner relationships.
Partnership deliverables
Partner criteria.
An onboarding plan.
The outputs support partner evaluation, preparation and coordination. The scope can address one stage or the relationship from selection through review.
Onboarding plan
A sequence for introductions, brand materials, access requirements, responsibilities and the information each team needs to begin.
Working & review framework
Agreed points of contact, communication routines, issue ownership and review criteria suited to the relationship.
- Fit
Capabilities and shared objectives
- Readiness
People, materials and responsibilities
- Alignment
Communication and review points
An illustrative situation
From introduction
to a shared way of working.
A new distribution or operating partner may need approved materials, clear responsibilities and a defined escalation route before launch. An onboarding plan connects those requirements so both teams know what needs to happen next.
A planning example, rather than a client case study.
How we work together
From partner fit
to working alignment.
Start with the role the partner should play. Assess the available information, prepare the working arrangements and establish how the relationship will be reviewed.
- 01
Set the partner role
Set out the expected contribution, required capabilities and value each side would bring to the relationship.
- 02
Assess the fit
Compare available partner information against those criteria and record gaps that need further discussion.
- 03
Prepare for onboarding
Map introductions, materials, access and responsibilities so both teams know what must happen before work begins.
- 04
Set up the review
Agree points of contact, communication routines and ownership of issues, with criteria for reviewing the relationship.
