Partner Evaluation CheckList v1

7/29/2019 Partner Evaluation CheckList v1

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PARTNERSHIP EVALUATION CHECKLIST

Name of Potential Partner :

Evaluated by :

Evaluated on :

S/N Areas to consider Considered(Yes/No)

If No, Why?

PART A: Objectives and Strategy

1. What are you looking for?- Technology, products or market access, manufacturingcapabilities or distribution channels?

2. Are there any implications to existing partners?

(eg. are you forging too many partnership at the sametime and consequently overlooking critical issues andproblems that may disrupt the relationships)

3. Have you considered other potential partners?

4. Have you considered the alternative partnershiparrangement available to both parties?

(eg. reseller arrangement compared to distributor)

5. Have you considered the implications of not getting thispartnership?

(eg. will they partner with our competitor)

6. Have you considered the potential partners other potentialcontribution to the partnership?

7. Have you considered the strengths and weaknesses ofthe potential partner?

8. Are you aware of their strategy in partnering?


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S/N Areas to consider Considered(Y/N)

If no, why

PART B: Compatibility, Capability and Commitment

1. Have you considered whether the potential partner hasany other strength that might benefit our organisation as awhole?

2. Have you considered the willingness of the potentialpartner to contribute the resources and skills that arenecessary to make the partnership a success?

3. Does the partnership have high impact to bothorganisations?

4. Does the partnership view the following as important toboth parties:-- long term partnership- mutual benefits

5. Have you considered the organisation obligations in theevent of a termination or expiry of the partnership?

6. Are the benefits to both parties equitable?

(eg. monetary, reputation etc)

7. How critical is this partnership to the potential partner?

(eg. are they desperate for this partnership)

PART C: Existing Partnership Network

1. Does the potential partner have or likely to havepartnering arrangement with your competitors?If so, is it a vulnerable area?Can you live with the situation?

2. Are there mechanisms in place to prevent proprietary dataand trade secrets shared by the two of you from spillingover to the competitors?

(eg. Non-disclosure agreement)

3. Is the potential partners other alliance connectionshindering growth of the relationship for a wider coverage?

(eg. more products or better pricing)

PART D: Track Record

1. Does the potential partner have a bad partnership record?


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S/N Areas to consider Considered(Y/N)

If no, why

PART E: Business Support

1. Is the decision making process in the potential partnersorganisation centralised or decentralised?

(e.g. can they make decisions quickly)

2. Have you considered their flexibility and commitment toovercome potential conflicts?

PART F: Marketing, Distribution and Product

1. Have you considered whether their distributors are yourcompetitors?

2. Have you analysed the market share and sales growth ofthe potential partner?

3. Have you considered the image of the potential partner asprojected in home/regional /global markets

4. Market perceptions of a potential partners product interms of quality, image and pricing.

5. Have you done a technology assessment of the product?

6. Have you considered whether the product is in line with

the overall strategy of the organisation, i.e. does it fit intothe product matrix?

PART G: Financial Strength

1. Have you considered the financial strength and currencymanagement of both parties?

2. Have you considered the willingness and ability of thepotential partner to devote additional resources to thepartnership subsequently? (e.g. capital, human,technologies, time)

PART H: Product Support Commitments from Organisation

1. Have you considered the initial setup cost?

2. Have you considered the cost of ongoing product support(e.g. training, staffing)

Partner Evaluation CheckList v1

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Transcript of Partner Evaluation CheckList v1