This checklist is intended as a general guide to support your partnership onboarding process. It should not be
considered legal advice. Please consult your legal team before finalizing or implementing any partnership
agreements.
90-Day Partner Manager Onboarding Plan Template
This 90-day onboarding plan template is designed to help new Partner Managers at
Impartner ramp up quickly and effectively. The plan is divided into three core phases
Immersion, Execution, and Impact with specific goals, milestones, and deliverables to
build deep partner program understanding, develop operational excellence, and
demonstrate measurable business results.
Contents
SECTION 1: Preparation & Resources ....................................................................... 1
SECTION 2: Days 1-30 | Immerse & Learn (The Foundation) ....................................... 1
SECTION 3: Days 31–60 | Execute & Own (The Process) ............................................. 2
SECTION 4: Days 61–90 | Strategize & Impact (The Pipeline) ..................................... 2
SECTION 5: 90-Day Review & KPI Alignment ............................................................. 2
SECTION 6: Manager Sign-Off Checklist ................................................................... 3
SECTION 1: Preparation & Resources
Ensure all tools, access, and support systems are ready for the Partner Manager's first day.
Secure access to PRM/Partner Portal, CRM, Reporting Dashboards, and
Communication Tools (Slack, Teams, etc.)
Assign onboarding mentor or buddy within the Partner Team
Review Partner Program Overview Deck and Organizational Chart
Schedule introductory meetings with key leaders (Sales, Product, Marketing,
Enablement)
Provide the 90-Day Plan document and expectations overview
SECTION 2: Days 1-30 | Immerse & Learn (The Foundation)
Goal: Build a deep understanding of the company's products, partner systems, and
internal alignment.
Secure logins for all key systems (PRM/Portal, CRM, Reporting)
Complete mandatory product trainings and solution certifications
Review the Partner Agreement, incentive structure, and compliance requirements
Navigate the Partner Portal as a partner: submit a test deal, access content, and
request Market Development Funds (MDF)
