Executive summary

A method for appraising channel partner expansion options and building the investment case an approval committee can genuinely challenge.

What is inside

What the options appraisal covers

The asset walks an appraisal lead through framing the decision, assembling a longlist and shortlist of expansion options, modeling costs and benefits strictly from the frozen assumption register, scoring non-financial criteria, running sensitivities and switching values, and writing the investment paper with explicit conditions and stage gates. It ends with a completed options matrix, a cost-benefit workbook, and a sensitivity table ready for committee decision.

  • Scope: comparing realistic channel partner expansion options against a mandatory status quo baseline
  • Building every option's economics from the frozen assumption register, with no untraceable numbers
  • A standard option set that spans doing nothing, optimizing the existing partner base, phased recruitment, full-speed recruitment, and indirect routes
  • Financial measures and non-financial scoring combined in one comparable matrix
  • Sensitivities and switching values that show exactly when the recommended option stops being right
  • A challenge process that stress-tests the paper before the investment committee sees it
  • A decision-ready investment paper with conditions, triggers, and tranche releases