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co-marketing-governance Governance playbook for joint marketing programs, MDF, and performance reviews.

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.