Executive summary

A method for proving what a channel partner expansion has actually delivered against its promised benefits, and deciding what to scale, fix, or stop.

What is inside

What the benefits review covers

The asset walks a finance partner and channel lead through building the benefits register, freezing the counterfactual baseline, testing every claimed benefit for attribution errors, explaining variances against the phased plan, re-grading the business case assumptions, and running the quarterly review that converts the evidence into decisions. It ends with an attested benefits position, a variance analysis, and a standing review agenda.

  • Scope: reconciling a live channel partner expansion against the benefits its investment case promised
  • Building a benefits register from the approved case and the frozen assumption register
  • Attribution discipline: separating program-caused results from baseline growth, influence claims, and double counting
  • Explaining the gap between planned and delivered benefit, cause by cause
  • A quarterly review cadence that ends in continue, adjust, scale, or stop decisions
  • Re-testing the frozen business case assumptions against delivered results
  • A forecast at completion tested against the viability floor set at the investment gate