We can send most projects to our partners if our internal team members are scheduled to capacity. If a project is more custom (in style, length, complexity) and does not follow a traditional example, or requires additional collaboration time with the internal team or customer, we must outline expectations in the initial project request to ensure the Alliance Partner is comfortable completing the work and can provide an accurate quote.
If you are unsure if a project can be sent to an Alliance Partner, contact Norma Shepardson to evaluate it.
|Alliance Partners||Services||Contracted Hourly Bill Rate||Phone Number|
|J. T. Thomas||Graphic Designemail@example.com|
|Christie Gunden||Marketing Strategist||$85||
firstname.lastname@example.org (Also available to connect via MS Teams)
|Accultura: Ysabel Viau & team||Translation: French, Spanish, Russian, Italian||Open rate card for TSLemail@example.com|
|Rhodrick Magsino||Typography Video Production||Resource page with firstname.lastname@example.org|
Follow "PROC-1601 Leveraging an Alliance Partner" below.
|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]|
|3||Project Lead||3||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?
|4||Project Lead||10||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 Alliance Partner Work Order.|
|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