|Alliance Partners||Services||Contracted Hourly Bill Rate||Phone Number|
|J. T. Thomas||Graphic Designfirstname.lastname@example.org|
|Step #||Owner||Time (mins)||Action|
|1||Project Lead||Determine that an Alliance Partner would be best option for the task/project. [Important note: Understand that their fee will impact the project’s overall profitability.]|
|2||Project Lead||10||Collect all required information from the customer and/or internal team for delivery to the Alliance Partner. Refer to Project Request DOCU-XXXX for complete list of required details. [Important note: We must have full request outlined for execution prior to contacting an Alliance Partner]|
Send an email to the appropriate Alliance Partner with the project request, due dates, and inquiry about estimated fee. Include/CC Norma Shepardson (email@example.com) on the email.
Was project accepted?
Hold conversation with the Alliance Partner to clarify project request, negotiate fees, due dates, etc. Was project accepted?
|5||Project Lead||3||Create a Clarizen Expense Sheet to record the Alliance Partner expense on the related project work item and request the PO. [Refer to “Clarizen Budget & Expense Management Manual: Create and Submit an Expense Sheet for Approval”]|
|6||Project Lead||0.5||Receive email alert that the Clarizen Expense Sheet was approved by the Finance Director.|
|7||Project Lead||3||Complete the DOCU-XXXX Alliance Partner Work Order and email to the Alliance Partner for signature. Include/CC Accounts Payable and Receivable Specialist (firstname.lastname@example.org) on the email.|
|8||Alliance Partner||2||Sign Alliance Partner Work Order and email to Project Lead.|
|9||Project Lead and Accounts Payable and Receivable Specialist||0.5||Receive signed Project Agreement Addendum.|
|10||Project Lead||3||Assign related Clarizen work item(s) to the correct Resources.|
|11||Project Lead||3||Send a meeting invitation to the Alliance Partner for project orientation, to discuss request and review resources. If requested/as needed, include internal SMEs. Follow up with a corresponding email with resources attached for review in advance.|
|12||Project Lead||15||Hold project orientation call with the Alliance Partner.|
|13||Alliance Partner||Variable||Deliver work output to the Project Lead.|
|14||Project Lead||1||Mark the Clarizen work items assigned to the Alliance Partner resources as “Complete”.|
|15||Alliance Partner||1||Email project Invoice to TSL Project Lead and Finance Manager (Jen Lewandowski (email@example.com).|
|16||Project Lead||1||Reply to Invoice email to Finance Manager confirming status of project (complete or incomplete).|
|17||Accounts Payable and Receivable Specialist||5||Note in Alliance Partner budget tracking that project was fulfilled and pay invoice.|
Download the "TSL Marketing Alliance Partner Work Order" Form: https://www.tslmarketing.com/hubfs/TSL_Marketing_Alliance%20Partner%20Work%20Order.docx