PRM Implementation Checklist Form
Use this checklist to plan and track key steps for your PRM (Partner Relationship Management) implementation.
Project Scope Defined
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Project objectives documented
Key stakeholders identified
Success criteria established
Current System Landscape
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Required Integrations Listed
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CRM integration
ERP integration
Marketing automation
Other (please specify below)
User Access & Roles Identified
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Data Migration Requirements Documented
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Data sources identified
Data mapping completed
Migration plan created
Branding & Configuration Needs
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Testing Plan in Place
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Test cases defined
Test environment ready
Acceptance criteria set
Training Requirements Identified
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Go-live Readiness
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Go-live checklist completed
Support resources available
Communication plan in place
Additional Notes or Next Steps
Submit Checklist
Should be Empty: