Best Practice Report

Partner Onboarding Framework: Authorize Stage

January 1st, 2018


The Forrester Partner Onboarding Framework is a process-driven approach that minimizes ramp-up time for new partners and maximizes ongoing partner engagement and productivity. The final stage of the onboarding framework — authorize — includes activities that happen between the end of the partner’s first month and the third or fourth month. During this stage, the foundation is established for the rapid achievement of ongoing, sustainable success with the partner. In this report, we describe the authorize stage in greater detail, including key activities, deliverables, and enablers that have proven effective in moving a new partner from theoretical training to active engagement.

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