Siebel Partner Relationship Management Administration Guide > CHAMP Planning >

Using Partner Plans

Partner plans allow brand owner companies to work with their partners to set up joint business plans that contribute to initiatives. A partner plan is specific to one partner company. For example, a partner plan could have a specific partner company generate $1M in revenues by selling a 300GHz server to the financial services customers in the north east United States. This plan goal in turn could contribute to a larger initiative to generate $500M from the sales of the new 300GHz server. These plans include specific objectives for each partner, so that you can measure each partner's performance on this initiative.

Initiatives are general company strategies, so they are visible only to your company. Plans are strategies for working with specific partner companies, and so they are visible to your company and to the partner companies that are involved.

To create and use a partner plan, you go through the following process:

• Create a new plan, which involves the following steps:
  • Add a plan and its highlights.
  • Add objectives for the plan.
  • Associate opportunities with each revenue objective.
  • Add an Action Plan for each objective with resources for each Action Plan item.
• Approve the plan internally and publish it to the partner.
• Approve the plan jointly with the partner.
• Optionally, add notes to the plan.