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10 strategies and tactics for Partner Manager

What is Partner Manager strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Partner Manager strategy can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Partner Manager strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Partner Manager strategy examples

We've added many examples of Partner Manager tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for building strategic partnering excellence

  • ⛳️ Strategy 1: Evaluate existing partnerships

    • Categorize all current partners based on their contributions and potential impact
    • Schedule meetings with key partners to understand their needs and challenges
    • Review the performance metrics of each partnership to identify gaps
    • Establish a partner satisfaction survey to gather feedback
    • Identify underperforming partnerships and analyse reasons
    • Create a SWOT analysis for each key partner
    • Rank partners based on strategic importance and ROI
    • Document insights and create detailed reports
    • Share evaluation findings with internal stakeholders
    • Develop a plan to address identified gaps and opportunities

  • ⛳️ Strategy 2: Optimise communication and collaboration

    • Establish a dedicated partnership management team
    • Develop a communication plan for regular updates with partners
    • Implement a joint planning process for initiatives
    • Use collaborative tools for better information sharing
    • Create a portal for partners to access resources and support
    • Host quarterly partner forums and workshops
    • Set up regular joint performance review meetings
    • Encourage partners to participate in joint marketing efforts
    • Provide clear, consistent points of contact for partners
    • Document and share best practices in partner collaboration

  • ⛳️ Strategy 3: Enhance value proposition for partners

    • Identify mutual goals and ensure alignment
    • Co-create value-added solutions or services with partners
    • Offer training and development opportunities for partners
    • Increase visibility for high-performing partners through recognition programs
    • Establish a loyalty or rewards programme to incentivise partners
    • Conduct joint market research to uncover new opportunities
    • Offer shared marketing resources and initiatives
    • Develop joint customer case studies and success stories
    • Create financial incentives tied to performance metrics
    • Set clear, achievable goals and regularly review progress with partners
partnershipsevaluationpartnership-managercommunication-leadpartnership-management-teammarketing-team
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Strategies and tactics for enhancing business development for a school

  • ⛳️ Strategy 1: Increase enrolment

    • Develop a comprehensive marketing plan targeting prospective students and parents
    • Host open days and tours to showcase the school's facilities and programmes
    • Leverage social media channels to reach a wider audience
    • Engage with alumni to create referral programmes and testimonials
    • Offer early bird discounts or scholarships to attract new students
    • Attend local educational fairs and events to create visibility
    • Collaborate with educational influencers for reach and credibility
    • Create engaging video content that highlights the school's strengths
    • Utilise email marketing campaigns to communicate with prospective families
    • Develop partnerships with feeder schools to create a direct pipeline

  • ⛳️ Strategy 2: Enhance partnerships

    • Identify potential local and international partners that align with the school's vision
    • Organise regular meetings and networking events to foster relationships
    • Establish joint programmes or events to leverage partner resources
    • Develop memorandums of understanding with partners for clear expectations
    • Create a regular newsletter to keep partners informed of school activities
    • Offer partner recognition opportunities within school communications
    • Conduct annual evaluations to assess the effectiveness of partnerships
    • Engage partners in the curriculum development to provide real-world insights
    • Utilize partner testimonials in school marketing initiatives
    • Host partner appreciation events to solidify relationships

  • ⛳️ Strategy 3: Improve brand recognition

    • Redesign the school's website for improved user experience
    • Implement consistent branding across all communication materials
    • Engage in public relations activities to gain media coverage
    • Participate in community events to increase local presence
    • Develop a brand ambassador programme with enthusiastic parents and students
    • Create and distribute promotional materials that highlight the school's unique offerings
    • Regularly update the school's blog with content showcasing achievements
    • Utilise search engine optimisation (SEO) to increase online visibility
    • Engage in storytelling through social media to connect emotionally with the audience
    • Launch a rebranding campaign if necessary, to refresh and modernise the school's image
marketingpartnershipsmarketing-managerbusiness-development-officermarketing-teampartnership-development-team
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Strategies and tactics for establishing university partnerships

  • ⛳️ Strategy 1: Identify potential university partners

    • Research and compile a list of universities that align with your goals and values
    • Identify key decision makers and contacts at these universities
    • Analyse current trends and opportunities in the academic sector
    • Evaluate each university’s reputation, capabilities, and areas of expertise
    • Attend educational conferences and events to network with university representatives
    • Reach out to your existing network for recommendations and introductions
    • Create criteria for evaluating potential university partnerships
    • Investigate the university's past partnerships and research areas
    • Monitor news and updates related to potential university partners
    • Compile a shortlist of universities to target for partnerships

  • ⛳️ Strategy 2: Develop a value proposition

    • Identify what your organisation can offer to the universities
    • Research common challenges and needs of universities in your sector
    • Align your offerings with the university’s goals and interests
    • Create case studies of similar successful partnerships
    • Draft a compelling proposal detailing mutual benefits
    • Highlight opportunities for collaborative research and development
    • Focus on long-term relationship building rather than short-term gains
    • Seek feedback from peers to refine your value proposition
    • Develop materials such as brochures and presentations for universities
    • Prepare tailored pitches for each targeted university

  • ⛳️ Strategy 3: Engage and build relationships

    • Initiate contact by reaching out to university contacts via email or LinkedIn
    • Invite university representatives to visit your facilities
    • Offer to present a guest lecture or seminar on your field of expertise
    • Organise joint events such as workshops or webinars
    • Propose a pilot project to demonstrate collaboration potential
    • Send regular updates about your organisation's activities and milestones
    • Leverage social media to interact with university departments and staff
    • Formalise the partnership through a memorandum of understanding or contract
    • Survey the university partners regularly to ensure mutual satisfaction
    • Celebrate milestones and successes together to strengthen the partnership
university-partnershipscollaborationuniversity-liaisonpartnership-managerbusiness-development-teamresearch-and-development-team
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Strategies and tactics for forming strategic partnerships for a boutique law firm

  • ⛳️ Strategy 1: Identify potential partners

    • Conduct research to identify businesses with complementary services
    • Evaluate firms with similar client demographics
    • Create a list of potential partners in non-competing legal niches
    • Attend industry networking events to meet potential partners
    • Leverage existing client referrals for partnership opportunities
    • Investigate professional organisations for potential connections
    • Use online platforms to explore potential partner profiles
    • Assess online reviews and reputation for partnership compatibility
    • Identify partners who share similar values and goals
    • Develop criteria for selecting potential partners

  • ⛳️ Strategy 2: Approach and establish communication

    • Initiate contact through email introductions
    • Request an introductory meeting or call
    • Prepare a presentation on potential mutual benefits of partnership
    • Outline your firm’s unique strengths and propositions
    • Suggest collaborative projects or co-marketing efforts
    • Follow up regularly to maintain engagement
    • Utilise social media for informal interactions
    • Send personalised invitations to law firm events
    • Attend their public events to show interest and support
    • Solicit feedback to refine your partnership approach

  • ⛳️ Strategy 3: Develop and manage the partnership

    • Draft a formal partnership agreement detailing responsibilities
    • Set measurable goals for the partnership’s success
    • Establish regular check-ins to ensure alignment and progress
    • Create a shared digital platform for communication and updates
    • Collaborate on joint client workshops or seminars
    • Exchange relevant market research and insights
    • Implement a referral system between firms
    • Celebrate partnership milestones to strengthen ties
    • Periodically review the partnership for continuous improvement
    • Identify additional opportunities for expanded collaboration
partnershipscollaborationpartnership-managerbusiness-development-specialistlegal-teammarketing-team
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Strategies and tactics for developing a Partner and Distribution Marketing Strategy

  • ⛳️ Strategy 1: Conduct a future-focused partner programme overhaul

    • Review and update the partner programme to integrate AI and security components
    • Develop educational materials for partners on infrastructure modernisation
    • Establish a new funding model for partners, emphasising value-driven incentives
    • Create a support model that includes technical training for partners on product offerings
    • Identify and engage with potential new ecosystem partners to broaden reach
    • Define clear roles and responsibilities for distributors in the new programme
    • Organise workshops with partner managers to communicate programme changes
    • Set measurable goals and KPIs for partner engagement and sales performance
    • Develop a communication plan to regularly update partners on programme advancements
    • Gather feedback from partners and iterate on programme elements based on input

  • ⛳️ Strategy 2: Strengthen distributor collaboration to drive market growth

    • Map current distributor coverage to identify areas for improvement
    • Design collaborative workshops focused on AI and security for distributors
    • Align distributor incentives with growth goals in SMB and mid-size markets
    • Provide distributors with marketing collateral to enable robust sales efforts
    • Develop joint marketing campaigns with distributors targeting SMB sectors
    • Enhance distributor support systems, ensuring immediate assistance when needed
    • Monitor distributor performance and adjust strategies to maintain high engagement
    • Create a feedback loop with distributors for continuous improvement of efforts
    • Set up regular check-ins with distributors to assess marketing strategy effectiveness
    • Foster networking opportunities between distributors and ecosystem partners

  • ⛳️ Strategy 3: Drive engagement through innovative marketing techniques

    • Develop targeted marketing campaigns that highlight AI and security initiatives
    • Utilise digital marketing channels to reach SMB and mid-size businesses effectively
    • Host webinars and virtual events to engage potential and current partners
    • Leverage social media to boost visibility of new product and programme offerings
    • Create case studies showcasing successful partner collaborations
    • Implement CRM tools to track partner engagement and identify areas for intervention
    • Personalise marketing messages based on partner and distributor profiles
    • Organise in-person events to foster community and share valuable insights
    • Utilise data analytics to drive decisions and optimise marketing strategies
    • Evaluate marketing outcomes regularly to refine campaigns and maximise impact
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Strategies and tactics for formulating a partnership strategy

  • ⛳️ Strategy 1: Identify and assess potential partners

    • Conduct research to identify key sectors like nations, museums, universities, landmarks, and NGOs aligning with Confinity's goals
    • Compile a list of potential partners within these sectors based on alignment and potential impact
    • Assess the current partnerships and their effectiveness in achieving business objectives
    • Analyse potential partners’ values and goals to ensure compatibility with Confinity’s mission
    • Evaluate the potential financial and social benefits of each partnership
    • Prioritise potential partners based on strategic alignment and mutual benefit
    • Develop a scoring system to rate potential partners on criteria such as alignment, reach, and influence
    • Select a smaller list of priority partners for initial contact
    • Obtain insights from industry experts to refine the partner list
    • Regularly update the partner list as priorities and market conditions change

  • ⛳️ Strategy 2: Execute a structured outreach approach

    • Design a customised outreach plan for each priority partner
    • Craft personalised communication materials highlighting the mutual benefits of the partnership
    • Utilise digital tools such as email and LinkedIn for initial outreach
    • Schedule in-person or virtual meetings to discuss potential collaborations
    • Prepare case studies of successful partnerships to share during discussions
    • Engage with partners at industry conferences and networking events
    • Develop partnerships with local connectors who can facilitate introductions
    • Follow up regularly after initial contact to maintain interest
    • Use a CRM tool to keep track of communications and next steps
    • Provide value in each interaction, whether through insights, data, or introductions

  • ⛳️ Strategy 3: Address challenges and integrate with PR efforts

    • Identify common challenges faced during partnership development and collaboration
    • Develop a framework for addressing these challenges, including conflict resolution and legal considerations
    • Create specific workflows for integrating partnerships into existing business processes
    • Collaborate with the PR team to align partnership goals with broader company messaging
    • Leverage partnerships to co-create content for joint media releases
    • Coordinate joint events or campaigns with partners to increase visibility
    • Set up regular meetings with stakeholders to review partnership progress
    • Measure the impact of partnerships against key performance indicators
    • Adjust partnership arrangements as necessary to maximise mutual benefit
    • Publicly share successes and milestones achieved through partnerships to strengthen market positioning
partnershipsstrategypartnership-managerpr-specialistoutreach-teampr-team
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Strategies and tactics for developing a B2B go-to-market strategy for an insurance broking company in India

  • ⛳️ Strategy 1: Conduct extensive market research

    • Identify key competitors in the group life and group health segment
    • Analyse customer needs and preferences specific to the Indian market
    • Understand the regulatory environment and compliance requirements
    • Determine pricing trends and comparative analysis
    • Study success stories and failures of similar companies
    • Segment the market to identify high-potential areas
    • Gauge the technology adoption level within the industry
    • Interview industry experts for insights and recommendations
    • Analyse economic conditions that may impact insurance uptake
    • Compile data and insights into actionable reports

  • ⛳️ Strategy 2: Build strategic partnerships

    • Identify potential local partners such as banks, fintechs, and HR firms
    • Evaluate potential partners' market reputation and reach
    • Approach potential partners with tailored partnership proposals
    • Negotiate mutually beneficial partnership terms
    • Develop a comprehensive partnership agreement
    • Launch joint initiatives with partners to raise brand awareness
    • Co-create marketing materials and insurance packages
    • Organise joint events for brand promotions and customer engagement
    • Set KPIs for partnership performance and regularly review
    • Adjust partnership strategies based on feedback and results

  • ⛳️ Strategy 3: Implement a targeted marketing campaign

    • Define clear value propositions tailored to Indian businesses
    • Create a strong brand identity focussing on trust and reliability
    • Develop multilingual marketing materials to cater to diverse audiences
    • Leverage digital marketing channels such as LinkedIn and industry-specific forums
    • Organise industry seminars and webinars to showcase expertise
    • Utilise testimonials and case studies from existing satisfied clients
    • Implement an email marketing campaign targeting key decision-makers
    • Design promotional offers to incentivise early adopters
    • Engage local PR firms to enhance media visibility and credibility
    • Set regular review meetings to assess campaign performance and impact
market-researchstrategic-partnershipsmarket-analystpartnership-managermarketing-teambusiness-development-team
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Strategies and tactics for transforming the real estate office into the largest exchange and partnership centre

  • ⛳️ Strategy 1: Strengthen local partnerships

    • Identify key local real estate players and initiate partnership discussions
    • Develop a partnership value proposition that highlights mutual benefits
    • Create joint promotional events with local businesses and developers
    • Organise quarterly networking events for local real estate professionals
    • Offer partnership incentives like shared listings or referral bonuses
    • Create a digital platform for easy collaboration and partnerships
    • Regularly review partnership success and look for improvement opportunities
    • Educate the team on relationship building with current and potential partners
    • Utilise social media to announce new partnerships and collaborative opportunities
    • Monitor partnership activities and adjust strategies based on performance data

  • ⛳️ Strategy 2: Expand digital presence and capabilities

    • Enhance the company's website to include a partner and exchange portal
    • Invest in SEO and SEM campaigns to increase online visibility
    • Launch a mobile app to facilitate easier access for partners
    • Integrate AI tools to better match buyers and partners to properties
    • Conduct webinars and online workshops on real estate exchange processes
    • Regularly update digital content with market insights and news
    • Develop virtual reality tours for properties to attract remote partners
    • Implement an online booking system for consultations and property viewings
    • Analyse website traffic and user behaviour to optimise the digital platform
    • Create a content calendar for consistent engagement with online audiences

  • ⛳️ Strategy 3: Diversify service offerings

    • Conduct market research to identify potential new services
    • Develop a comprehensive business plan for new service offerings
    • Offer property management services to enhance partnerships
    • Introduce a training program for aspiring real estate professionals
    • Expand into commercial and industrial real estate segments
    • Implement a customer feedback system for service improvements
    • Promote expanded services through targeted marketing campaigns
    • Hire or train staff with the skills needed for new service areas
    • Establish a dedicated team to manage service diversification
    • Continuously monitor market trends and adjust services accordingly
collaborationinnovationpartnership-managerdigital-strategistmarketingdevelopment
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Strategies and tactics for utilising Partnerships & Collaborations

  • ⛳️ Strategy 1: Identify and Engage Potential Partners

    • Research and create a list of potential partners aligned with organisational goals
    • Reach out to potential partners via email, phone, or LinkedIn
    • Arrange initial meetings to discuss mutual interests and objectives
    • Evaluate potential partners based on compatibility, resources, and goals
    • Formulate a partnership proposal outlining benefits and shared goals
    • Seek internal approvals and legal consultations for partnership agreements
    • Negotiate terms, roles, and responsibilities clearly
    • Sign a Memorandum of Understanding (MoU) or partnership agreement
    • Schedule regular follow-up meetings to maintain engagement
    • Establish a point of contact for each partner for seamless communication

  • ⛳️ Strategy 2: Develop Collaborative Projects

    • Identify key areas where the collaboration can add value
    • Propose joint projects and initiatives that benefit both parties
    • Create a detailed project plan with clear milestones and timelines
    • Assign roles and responsibilities conducive to each partner's strengths
    • Develop a budget and resource allocation plan
    • Hold kickoff meetings to align on project objectives and steps
    • Monitor project progress through regular updates and reviews
    • Track performance metrics to measure the project's impact
    • Address any challenges or changes collaboratively
    • Document and share success stories and best practices

  • ⛳️ Strategy 3: Leverage Marketing and Promotional Opportunities

    • Co-create marketing content such as blogs, case studies, and whitepapers
    • Coordinate joint events like webinars, seminars, and conferences
    • Promote the partnership on websites, social media, and newsletters
    • Leverage each partner’s audience for cross-promotion and increased reach
    • Share and exchange PR opportunities to build brand credibility
    • Launch joint campaigns to amplify messaging and engagement
    • Offer exclusive discounts or deals to each other’s customers
    • Celebrate milestones and success stories publicly
    • Attend and participate in industry events together
    • Gather and use feedback to improve future collaboration efforts
partnershipscollaborationsproject-managermarketing-coordinatormarketing-teambusiness-development-team
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Strategies and tactics for growing the L&A Vertical Client Base

  • ⛳️ Strategy 1: Identify and Target New Prospects

    • Conduct market research to identify potential clients in the L&A vertical
    • Segment potential clients based on industry needs and size
    • Develop a prospect list with contact information and key decision-makers
    • Create a personalised outreach plan for high-priority prospects
    • Utilise social media platforms like LinkedIn to engage with potential clients
    • Attend industry conferences and events to network with potential clients
    • Organise webinars and workshops tailored for L&A clients
    • Collaborate with marketing to develop targeted content pieces for prospect engagement
    • Regularly update and refine the prospect list based on feedback and outcomes
    • Monitor competitor activities to identify potential client acquisition opportunities

  • ⛳️ Strategy 2: Enhance Client Relationships and Retention

    • Conduct regular check-ins with existing clients to gather feedback and understand needs
    • Offer customised solutions and services to meet specific client requirements
    • Implement a client satisfaction survey to gather actionable insights
    • Establish a loyalty program offering incentives for long-term partnerships
    • Provide ongoing training and support to clients for the services offered
    • Develop case studies showcasing client success stories for cross-promotional purposes
    • Host exclusive client events and appreciation days
    • Establish a client advisory board to gain insights and enhance service offerings
    • Set up a quick-response team for addressing client issues and queries
    • Review and evaluate client contracts annually for upsell and cross-sell opportunities

  • ⛳️ Strategy 3: Develop Strategic Partnerships and Alliances

    • Identify and connect with industry leaders and influencers for partnerships
    • Collaborate with complementary service providers to offer bundled solutions
    • Develop co-marketing campaigns with partners to reach a broader audience
    • Set up joint webinars and workshops with partner companies
    • Draft a partnership framework outlining goals, responsibilities, and outcomes
    • Leverage partner channels to distribute content and increase brand visibility
    • Establish formal alliances with academic institutions for research collaborations
    • Monitor partnership performance and report key metrics regularly
    • Explore potential mergers or acquisitions that align with strategic goals
    • Create an exclusive partner newsletter to keep partners informed and engaged
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How to track your Partner Manager strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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