Fund-to-Activity
A run starts when money is set aside for partners to spend on demand generation. The processes here decide how the fund is allocated, tell partners what it can and cannot be spent on, approve proposed activity before it happens, check the claims and the evidence afterward, pay them, and report on what the money produced. The activity itself is marketing, and these processes name marketing's campaign processes rather than repeating them. What sits here is the money, the eligibility and the accounting, because it is the partner relationship that earns the fund.
vs/prt/fund-to-activity v1The processes
The processes in this stream
Allocate the Fund
Starts witha partner marketing budget is approved for a period
Ends whenevery partner knows what they have, and the fund is reported
Activities inside
- Take in the Approved Budget
- Read Last Period's Fund
- Read What Each Partner Delivered
17 activities · 48 blanks to fill · 1 human gate
Approve a Fund Request
Starts witha partner proposes an activity to spend fund money on
Ends whenthe partner has an answer, and an approved activity is with marketing
Activities inside
- Take in the Request
- Check the Request Is Complete
- Check the Partner Is Entitled
17 activities · 46 blanks to fill · 1 human gate
Check and Pay a Claim
Starts witha partner submits a claim against an approved activity
Ends whenthe partner is paid or told why not, and the fund is square
Activities inside
- Take in the Claim
- Check the Claim Is Complete
- Match the Claim to Its Approval
17 activities · 43 blanks to fill · 2 human gates