Template 1: Partner audience profile
| Field | Notes |
|---|
| Partner segment name | |
| Business purpose | |
| Primary internal owner | |
| Partner lead or manager | |
| Region or language needs | |
| Required training | |
| Optional training | |
| Required certification | |
| Key risks | |
| Key success metrics | |
| Support channel | |
Template 2: Partner learning path planner
| Module | Purpose | Format | Required? | Owner | Completion evidence |
|---|
| Welcome and expectations | Orient partner | Express course | Yes | L&D | Completion |
| Product basics | Build product knowledge | Structured course | Yes | Product SME | Quiz |
| Brand messaging | Ensure consistency | Playbook | Yes | Marketing | Checklist |
| Sales or service workflow | Teach process | Course + checklist | Yes | Operations | Scenario |
| Compliance | Reduce risk | Compliance course | Yes | Legal/HR | Certification |
| Live Q&A | Reinforce learning | Event | Optional | Partner manager | Attendance |
| Advanced specialization | Grow capability | Learning path | Optional | SME | Assessment |
Template 3: Partner readiness scorecard
Score each item from 1 to 5.
| Readiness area | Score | Evidence | Action needed |
|---|
| Product knowledge | | | |
| Process accuracy | | | |
| Brand consistency | | | |
| Customer handling | | | |
| Compliance readiness | | | |
| Tool/resource usage | | | |
| Support independence | | | |
Score interpretation:
- 30-35: Ready for advanced enablement
- 24-29: Ready with light support
- 18-23: Needs targeted coaching
- Below 18: Not ready for independent activity
Template 4: Partner enablement content audit
| Existing asset | Current location | Audience | Still accurate? | Convert into | Priority |
|---|
| Product deck | Shared drive | Resellers | Partly | Course + playbook | High |
| Brand guide | PDF | Agencies | Yes | Playbook | Medium |
| Webinar recording | Video folder | All partners | Yes | Course lesson | Medium |
| FAQ email thread | Inbox | Support partners | No | FAQ/playbook | High |
Template 5: 30-day partner health check
Ask these questions after the first month:
- Which partners have not accepted their invite?
- Which partners started but did not complete onboarding?
- Which module has the highest drop-off?
- Which questions are partners asking repeatedly?
- Which partners need direct follow-up?
- Are partner leads reviewing progress?
- Are partners using the playbook or only asking internal teams?
- Does any content need to be clarified, shortened, or localized?
- Are compliance requirements being completed on time?
- What is the next enablement priority?