Donal Treacy · Working documents · The operating matrix

Task management for the first 90 days

The required internal process beneath the partner journey. Every task has a named owner, agreed actions on both sides, a data signal it must emit and an answer to what breaks without it. The task list will grow and shrink as the pilot teaches us. The discipline will not.

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Required internal process · named owners

How to read this page: each card shows the 4 load bearing answers. The spreadsheet holds the full detail, including track variations, tooling fields and the deadlines on both sides. Owners: PEM is the partner enablement manager, PDM the partner development manager, Partner is theirs.

Phase 0 Recruit and qualify

Before any kickoff. The quality of everything downstream is decided here, which is why cold volume recruiting is the first thing this model refuses to do.

1
Identify and qualify the partnerPDM
PEM does

Census of existing partner-adjacent work. Candidates scored on capability, live customer conversations and evolution potential.

Partner does

Discloses real pipeline. Names an executive sponsor.

Signal recorded

Candidate score and source logged.

What breaks without it

Cold recruits become the dormant 40 to 60%.

2
Qualification questionnairePEM
PEM does

Issues a short questionnaire. The key question: name your top 3 live customer conversations. The answer sets the support level.

Partner does

Answers straight. 3 named opportunities, or the real number.

Signal recorded

Completed questionnaire, count of named opportunities.

What breaks without it

Kickoff goes generic and support gets spent blind.

3
Legal, portal and deal registration provisioningPEMDone before kickoff, always
PEM does

Agreement executed, portal accounts live, deal-registration access provisioned. All admin executed before anyone meets.

Partner does

Signs, nominates users, completes first login.

Signal recorded

Provisioning date. The SLA clock starts here.

What breaks without it

Week 1 becomes form filling and the momentum never arrives.

Phase 1 Week 1: the deal is the onboarding

Five working days that decide whether this partner ever activates. Every hour spent here is spent on a real deal, never on ceremony.

4
Kickoff: opportunity #1 picked jointlyPEM
PEM does

Runs a 90 minute kickoff. The anchor deal is chosen together from the questionnaire's named opportunities.

Partner does

Sales lead and executive sponsor attend. Commits to the anchor deal.

Signal recorded

Kickoff date. Opportunity named, yes or no.

What breaks without it

No anchor deal, and the silence starts immediately.

5
Registration taught live at kickoffPEM
PEM does

Screen share, their hands on the keyboard. A real registration if legal is done, a practice run if not.

Partner does

Their seller performs the registration personally. Not their admin, not us.

Signal recorded

First registration event, real or practice.

What breaks without it

Untaught registration means an empty portal at day 30.

6
Engineering working session on the live dealPDMADI deadline: booked by day 10
PEM does

An ADI engineer works the technical fit, parts and reference designs, hours drawn from the cohort budget agreed before launch.

Partner does

Their engineer and seller attend, prepared, with the customer problem defined.

Signal recorded

Session date. If unbooked by day 10, it escalates inside ADI, not onto the partner.

What breaks without it

Opportunity #1 stalls untouched and week 1 was theatre.

7
Training assigned by rolePEM
PEM does

Paths by role: engineer, seller and exec. Sandbox credentials on the software track. Nobody gets a generic library.

Partner does

Named people start their paths inside seven days.

Signal recorded

Path started, percentage within 7 days.

What breaks without it

Generic training gets ignored, and certification never starts.

8
Day 7 checkpointPEM
PEM does

30 minutes. Blockers named, next registration targeted, the partner's score switched on.

Partner does

Their seller attends and names blockers plainly.

Signal recorded

Checkpoint held. Blocker log opened.

What breaks without it

The first fortnight drifts silently.

Phase 2 Day 7 to 30: reality

The stretch where intent becomes evidence. It ends at the model's one hard gate.

9
First qualified registrationPartner
PEM does

Reviews against the quality bar within 48 hours: named customer, named application, real timeline.

Partner does

Registers only real opportunities. The bar exists to protect the field's trust.

Signal recorded

Time to first qualified registration. The programme's north-star number.

What breaks without it

Junk pipeline costs the field's trust, and trust does not come back.

10
Scoring live, triggers armedPEM
PEM does

The early warning score runs from day 7. Defined triggers fire defined actions with named owners.

Partner does

Nothing extra. The score reads signals that real work emits anyway.

Signal recorded

Score, plus every trigger event with owner and action.

What breaks without it

Disengagement gets noticed at day 60, which is too late.

11
Day 30 activation gatePEM
PEM does

Gate review. A miss fires a diagnosis call, never a warning letter. Cause recorded accurately. Governed exceptions carry a named reason.

Partner does

The registration, or a working proof on the technical track, or the real reason.

Signal recorded

Activation yes or no, days to gate, miss-cause code.

What breaks without it

Zombies corrupt every number downstream.

Phase 3 Day 30 to 60: prove the motion

One deal could be luck. This phase exists to prove there is a repeatable motion.

12
First joint customer meeting, partner frontingPDM
PEM does

Supports from the second chair. The partner leads.

Partner does

Fronts a real customer conversation on the anchor deal.

Signal recorded

Meeting date and a short debrief note.

What breaks without it

The programme stays theoretical.

13
Opportunities 2 and 3 registeredPartner
PEM does

Reviews against the same quality bar. Coaches where the pipeline is thin.

Partner does

Registers the next 2 real opportunities.

Signal recorded

Registration count and velocity.

What breaks without it

A single-deal partner is a project, not a partnership.

14
Certification at roughly 50%Partner
PEM does

Tracks completion by role. Certification gates tier benefits, never the right to sell.

Partner does

Named people at roughly 50% of their paths.

Signal recorded

Completion percentage by role.

What breaks without it

Selling without depth, and the engineering dependency never falls.

Phase 4 Day 60 to 90: independence

The scaling economics only work if partners learn to run without us in the room.

15
Independent customer conversationPartner
PEM does

Stays out of the room, deliberately. Debriefs after.

Partner does

Runs a customer conversation on ADI solutions with no ADI present.

Signal recorded

Independent meeting logged.

What breaks without it

Permanent dependence kills the scaling economics.

16
Opportunity #1 advances or closes with a reasonPDM
PEM does

Forces the call. A deal closed with a reason is a healthy signal.

Partner does

Moves the stage, or closes it and says why.

Signal recorded

Stage change, or disqualification with reason.

What breaks without it

Polite fiction accumulates and reviews become theatre.

17
Day 90 review: graduate, extend or move down a tierPEM
PEM does

Evidence pack and a recommendation. Contested cases go up a level for decision.

Partner does

Attends and commits to the outcome: graduate, extend with a named fix or move down a tier.

Signal recorded

Exit status. Cohort graduation rate.

What breaks without it

Support gets spent where it returns nothing.

Phase 5 Beyond 90: steady state and evolution

Graduation is the start of the relationship, not the end of the process.

18
Quarterly business review cadencePDM
PEM does

Runs the QBR: pipeline, enablement gaps, next quarter's joint plan.

Partner does

Brings the numbers and the asks.

Signal recorded

QBR held, actions logged.

What breaks without it

Post-graduation drift, and invisible year-two attrition.

19
Tier progression and track switchingPEM
PEM does

Reviews earned progression. Switches tracks on as the partner's shape changes.

Partner does

Earns it: certifications, registrations, joint wins.

Signal recorded

Tier changes. Tracks active per partner.

What breaks without it

The evolution engine never runs, and hardware partners never become solution partners.

20
Friction pulse and month 6 reweightingPEM
PEM does

3 questions to every active partner monthly. One process change published per month. At month 6, the score weights are tested again against who actually reached design-in, and changed.

Partner does

Answers 3 questions straight.

Signal recorded

Friction log. Weight-change record.

What breaks without it

The machine ossifies, and version-one judgment hardens into dogma.