Co-Marketing Governance Skill

When to Use

• Planning joint campaigns, launches, or events with partners.

• Managing MDF budgets, approvals, and performance tracking.

• Preparing partner QBRs or exec updates focused on demand-generation impact.

Framework

• Program Intake – business case, audience, KPIs, required assets, legal/compliance checks.

• Approval Workflow – decision matrix for marketing, partner, and finance stakeholders.

• Execution Cadence – sprint plan, shared tracking sheets, and content governance.

• Measurement & Attribution – agreed metrics (MQLs, pipeline, revenue, influence) + reporting cadence.

• Closeout & Learnings – retro template, MDF reconciliation, and next-play recommendations.

Templates

• Co-marketing brief + approval form.

• MDF budget tracker with forecast vs actuals.

• Post-campaign report outline with KPIs and narrative prompts.

Tips

• Align messaging with joint solution blueprints to keep storytelling consistent.

• Attach MDF approval deadlines to campaign calendars to avoid delays.

• Pair with run-partner-qbr to highlight impact and secure additional investment.