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Rethink the Future
Distribution Strategy
Worksheets & Templates
Visit Stratechi.com for more helpful strategy guides and
templates
Disclaimer
All responsibilities for the use of these data and information will be solely those of the user. In no event shall Stratechi or their respective employees,
agents, suppliers, or contractors be liable for any damages or any kind or character, including without limitation any compensatory, incidental, direct,
indirect, special, punitive, or consequential damages, loss of use, loss of data, loss of income or profit, loss of or damage to property, claims of third
parties, or other losses of any kind or character. Copyright in this publication is owned by Stratechi. This material is provided on the basis that the user
agrees not to copy the material for other than the user’s own purposes. In the event that the user wishes to use any material from this content in
presentations, papers, reports, publications or opinions prepared for any other third party person or use, it is agreed that it will be sourced to Stratechi.
PARTNER GROWTH PLAN
Initiative #1
Initiative #2
Core Improvement Initiatives
INITIATIVES DESCRIPTION
• Xyz
• Abc
Revenue
Profit Margin
Retention
Customer Value
Net Promoter
Key Metrics
$10.4m
45%
89%
$23k
52%
20XX
$8m
42%
85%
$22k
48%
$9.1m
44%
88%
$21k
42%
20XX 20XX
BASELINE GOALS
DISTRIBUTION PARTNER ASSESSMENT
4. Geographic Alignment
Potential Channel Partner Targets
3. Customer Alignment
2. Market Leadership
5. Partner Value-add
1. Size / Scale
5
$
Partner 1 Partner 2 Partner 3 Partner 4 Partner 5
4 2 3 5
2 3 1 5 4
3 2 5 4 3
4 1 3 4 2
2 4 3 2 5
16 14 14 18 19
TOTAL SCORE
DISTRIBUTION STRATEGY
Initiative #1
Initiative #2
Core Initiatives
INITIATIVES DESCRIPTION
• Xyz
• Abc
Rev. / Location
Company Locations
Rev. / Partner
Partner Locations
Inventory Turns
Gross Margin
Key Metrics
$10.4m
29
$27.8m
$23k
4.4
43.3%
20XX
$8m
25
$25m
$22k
3.8
42.8%
$9.1m
26
$26.5m
$21k
4.2
43.2%
20XX 20XX
BASELINE GOALS

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Stratechi - Distribution Strategy Worksheets & Templates.pptx

  • 1. Rethink the Future Distribution Strategy Worksheets & Templates Visit Stratechi.com for more helpful strategy guides and templates Disclaimer All responsibilities for the use of these data and information will be solely those of the user. In no event shall Stratechi or their respective employees, agents, suppliers, or contractors be liable for any damages or any kind or character, including without limitation any compensatory, incidental, direct, indirect, special, punitive, or consequential damages, loss of use, loss of data, loss of income or profit, loss of or damage to property, claims of third parties, or other losses of any kind or character. Copyright in this publication is owned by Stratechi. This material is provided on the basis that the user agrees not to copy the material for other than the user’s own purposes. In the event that the user wishes to use any material from this content in presentations, papers, reports, publications or opinions prepared for any other third party person or use, it is agreed that it will be sourced to Stratechi.
  • 2. PARTNER GROWTH PLAN Initiative #1 Initiative #2 Core Improvement Initiatives INITIATIVES DESCRIPTION • Xyz • Abc Revenue Profit Margin Retention Customer Value Net Promoter Key Metrics $10.4m 45% 89% $23k 52% 20XX $8m 42% 85% $22k 48% $9.1m 44% 88% $21k 42% 20XX 20XX BASELINE GOALS
  • 3. DISTRIBUTION PARTNER ASSESSMENT 4. Geographic Alignment Potential Channel Partner Targets 3. Customer Alignment 2. Market Leadership 5. Partner Value-add 1. Size / Scale 5 $ Partner 1 Partner 2 Partner 3 Partner 4 Partner 5 4 2 3 5 2 3 1 5 4 3 2 5 4 3 4 1 3 4 2 2 4 3 2 5 16 14 14 18 19 TOTAL SCORE
  • 4. DISTRIBUTION STRATEGY Initiative #1 Initiative #2 Core Initiatives INITIATIVES DESCRIPTION • Xyz • Abc Rev. / Location Company Locations Rev. / Partner Partner Locations Inventory Turns Gross Margin Key Metrics $10.4m 29 $27.8m $23k 4.4 43.3% 20XX $8m 25 $25m $22k 3.8 42.8% $9.1m 26 $26.5m $21k 4.2 43.2% 20XX 20XX BASELINE GOALS