Partner operations

Partner reporting and renewal packet

Standardized structure for monthly partner reporting, renewal decision support, and issued reporting artifacts.

Monthly partner report template

  • - Partner summary and account scope
  • - KPI performance snapshot with trend notes
  • - Execution quality findings and coaching actions
  • - Risk flags, stalled campaigns, and recommended interventions
  • - Next-month commitments and owner map

Renewal decision packet template

  • - Contract period performance narrative and cohort outcomes
  • - KPI trend appendix with source notes
  • - Program-level wins, losses, and confidence statement
  • - Renewal options with plan economics and support levels
  • - Decision checklist and timeline

Report template variants

Enterprise board review

Governance, risk visibility, and board-ready KPI framing.

Default sections: Cohort breakdown, weekly trend, narrative summary

Growth operations

Operator-facing trend interpretation and intervention planning.

Default sections: Cohort breakdown, weekly trend, action narrative

Pilot compact

Fast executive readout for pilot proof and renewal checkpoints.

Default sections: Cohort breakdown, concise narrative, renewal summary

Template artifact

docs/partners/monthly-partner-report-template.md

First issued report artifact

docs/partners/reports/2026-06-pilot-partner-report.md

First issued report

Pilot partner monthly report issued for June 2026

Initial packet includes performance summary, KPI trends, stalled campaign analysis, intervention plan, and renewal recommendation framing.