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

1. Program Intake – business case, audience, KPIs, required assets, legal/compliance checks.
2. Approval Workflow – decision matrix for marketing, partner, and finance stakeholders.
3. Execution Cadence – sprint plan, shared tracking sheets, and content governance.
4. Measurement & Attribution – agreed metrics (MQLs, pipeline, revenue, influence) + reporting cadence.
5. 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.