Partner Evaluation Template
Partner Name:
[Insert Partner Name]
Evaluation Date:
[Insert Date]
Evaluator(s):
[Insert Evaluator Name(s)]
1. Audience Alignment
- Target Audience Compatibility:
How well does the partner’s target audience align with ours?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments: - Audience Demographics:
Does the partner’s audience share similar demographics (age, location, income level, etc.)?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments: - Audience Engagement:
How engaged is the partner’s audience (e.g., social media activity, community involvement)?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments:
2. Brand Values and Mission Alignment
- Shared Values:
Does the partner’s brand share similar core values and beliefs?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments: - Brand Mission Compatibility:
How closely does the partner’s mission statement align with our own goals and purpose?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments: - Reputation & Ethical Standards:
How does the partner’s reputation align with our ethical standards (e.g., sustainability, social responsibility)?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments:
3. Market Position and Competitiveness
- Brand Strength:
How strong and established is the partner’s brand in the market?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments: - Market Share and Influence:
What is the partner’s position in the market (dominant, growing, niche)?
[ ] Dominant | [ ] Growing | [ ] Niche | [ ] Weak
Additional Comments: - Industry Recognition:
Does the partner have any industry awards, accolades, or significant recognition?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments:
4. Strategic Fit
- Business Goals Alignment:
Does the partner’s business strategy align with ours?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments: - Collaboration Potential:
How well do we think our companies can collaborate on products, services, or marketing initiatives?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments: - Mutual Benefits:
What is the potential for mutual benefits from this partnership (brand awareness, sales growth, etc.)?
[ ] High | [ ] Medium | [ ] Low | [ ] None
Additional Comments:
5. Financial and Operational Considerations
- Financial Stability:
Is the partner financially stable and capable of supporting the partnership?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments: - Operational Synergy:
How well do the operational aspects of the two brands align (e.g., supply chain, production capacity)?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments: - Marketing & Distribution Channels:
Does the partner have strong marketing or distribution channels that would benefit the co-branding partnership?
[ ] Excellent | [ ] Good | [ ] Average | [ ] Poor
Additional Comments:
6. Risk Assessment
- Reputation Risk:
Does the partner pose any reputational risk to our brand?
[ ] High | [ ] Medium | [ ] Low | [ ] None
Additional Comments: - Legal or Compliance Risks:
Are there any legal or compliance issues that need to be addressed in this partnership?
[ ] High | [ ] Medium | [ ] Low | [ ] None
Additional Comments:
7. Conclusion and Recommendation
- Overall Rating (Scale 1-10):
[Insert Rating] - Recommendation:
[ ] Proceed with Partnership | [ ] No Partnership | [ ] Further Evaluation Needed
Reasoning:
Additional Notes:
[Include any other important insights or points relevant to the evaluation.]
This template will help you assess potential co-branding partners in a structured way and make data-driven decisions.
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