If you've spent any time in partner and channel operations, you know the feeling. You join a new company, inherit a partner program that's either nonexistent or held together with good intentions and a spreadsheet, and you start rebuilding from scratch. Again.

That cycle is what got me here. I wanted to provide some easy guidance on things I've been using throughout my professional career, for people who might not know where to start in channel and partner operations. Not theoretical stuff. Not 80-page strategy decks that sit in a shared drive. Actual working frameworks that a partner manager can open on a Monday morning and use.

Every framework on this site started as something I built for myself, then refined into something I'd hand to a colleague and say "here, this will save you a month."

Over the past year, I've been packaging that experience into a collection of downloadable, practical resources. Some are playbooks. Some are operational blueprints. All of them are designed to be picked up and used, not just read. Here's what's live, and what's coming next.

The Collection

Framework 01

Reseller Marketing Playbook

This is where a lot of partner programs fall flat. They sign resellers but never give them the tools to actually sell. This playbook covers co-marketing strategies, MDF allocation, campaign planning, and how to enable resellers to generate pipeline on their own. If you've ever had a partner say "we don't know how to market your product," this is the doc you hand them.

View the Reseller Marketing Playbook →

Framework 02

Partner Program Guide

The foundational document for designing or restructuring a partner program from the ground up. Tiering models, incentive structures, onboarding processes, partner agreements. It walks through the decisions you need to make and gives you a framework for each one. If you're starting a partner program, start here.

View the Partner Program Guide →

Framework 03

Partner/Channel Operations Infrastructure

Operations is the engine room of a partner program, and most companies don't think about it until something breaks. This framework maps out the infrastructure you need: deal registration workflows, partner lifecycle management, reporting structures, and the operational cadences that keep everything moving. It's intentionally scoped to operations; systems and technology is a separate conversation.

View the Operations Infrastructure Framework →

Framework 04

CRM/PRM Architecture Framework

This one bridges the gap between partner strategy and the systems that support it. CRM and PRM platforms are only as good as how they're configured, and most partner teams inherit setups that were designed for direct sales. This framework covers architecture decisions, data flow mapping, integration points, and how to structure your tech stack so it actually serves the channel.

View the CRM/PRM Architecture Framework →

And Two More

The first four frameworks cover program design, marketing enablement, operations, and systems. These next two round out the collection.

Framework 05

ARR Forecasting & Modeling

Partner-sourced and partner-influenced revenue rarely gets the forecasting rigor it deserves. This framework covers how to model channel ARR, build pipeline assumptions tied to partner activity, and create forecasts that finance teams actually trust. If you've ever been asked "what's the channel going to deliver next quarter?" and had to wing it, this is for you.

View the ARR Forecasting & Modeling Framework →

Framework 06

Partner Upsell & Retention Playbook

Most partner programs are optimized for acquisition, but the real value shows up in retention and expansion. This playbook focuses on upsell motions through partners, renewal workflows, churn indicators specific to partner-managed accounts, and how to build a retention muscle into your channel program from day one.

View the Partner Upsell & Retention Playbook →

Why Scorecards Matter Right Now

If I had to pick a favorite from the collection, it's the work around internal partner health scorecards. I love the strategic flexibility they offer, especially right now. Partner ecosystems are evolving drastically. The way companies build with partners, sell through partners, and measure partner impact is all shifting. Scorecards give you a living instrument to track that change, not just a static report from last quarter.

I wrote more about this in Building Partner Performance Scorecards if you want to go deeper on the methodology. But the short version is: if you're still measuring partner health by revenue alone, you're missing most of the picture.

Built to Be Used

One thing I want to be clear about: these aren't presentation decks. They're not designed to look impressive in a board meeting and then collect dust. Every framework on this site is built as an operational artifact. Something a partner manager, channel chief, or ops lead can open, fill in, and actually run their program with.

That's a deliberate choice. There's no shortage of pretty slides about partner strategy. What's harder to find are the practical, fillable tools that help you execute on that strategy day to day. That's the gap I'm trying to fill.

If any of these are useful to you, I'd genuinely love to hear about it. And if there's a framework you wish existed, something you keep rebuilding from scratch every time you start a new role, let me know. That's probably the next thing I'll build.

Want to talk channel strategy or have a framework idea? Connect on LinkedIn.