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Partnership KPI Definition Worksheet

Define and track your partnership metrics

PTR-W-016v1.0Beginner · 30 minUpdated 2026-08-06

Overview

This fillable worksheet helps you clearly articulate partnership goals, brainstorm potential metrics, select core KPIs, establish baselines, and set realistic targets. It ensures a systematic approach to performance monitoring.

Purpose

Use this worksheet to define precise KPIs for each of your business partnerships, ensuring clarity and alignment on what success looks like.

Why it matters

A well-defined set of KPIs provides a clear roadmap for partnership success, allowing for objective evaluation and proactive management, preventing misaligned expectations.

Unlock the full playbook

The step-by-step instructions, AI companion prompt, worked example, common mistakes and downloadable files are available to members.

When to use it

Complete this worksheet at the outset of any new partnership or during a strategic review of an existing one.

Tags

  • kpi-worksheet
  • partnership-goals
  • performance-management
  • metrics-definition
  • tracking
  • business-planning

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