MDF Governance Tracker — Ralph Patrick Divina

Manager Priorities

Top Actions Today

Act on these first. Each item below risks reimbursement delay, missed accrual, or close-period exception if not addressed today.

Critical 15d

CloudPartner EMEA — Webinar Co-Marketing

Missing invoice + proof of performance. Accrual fully blocked. Reimbursement at close risk if not cleared today.

Mia Schulz — follow up with partner AM

Escalate if not cleared today →

Follow Up 11d

DataBridge APAC — Partner Summit Co-Fund

Blocked — support package only 25% complete. In OR escalation. Owner follow-up needed before Feb 28 cutoff.

James Tan — 2 blocked claims Repeat exceptions

Owner follow-up needed today →

Watch 9d

RioPartner LATAM — Channel MDF Program

Invoice and PoP package outstanding. Approaching 10d escalation threshold. Send checklist to partner today.

Carlos Lima — today deadline

Send PoP checklist today →

Review 2 claims

5 claims accrual-ready — $112K clear to book this period

GlobalSoft Americas and NordicsEdge EMEA are fully submitted. AsiaConnect, EuroTech, and MarketPro are near-ready. Confirm finance has received packages.

No blockers — confirm receipt with finance

Ready to move →

Status at a Glance

Open Claims

14

Across 4 regions

Blocked

4

$94K at risk

Accrual-Ready

5

$112K clear to book

Missing Support

6

Proof or invoice outstanding

Aging >10d

3

Reimbursements stalled

OR Escalations

2

Routed to coordination layer

Process Health

Workflow Performance

Is the process getting cleaner? Use these to identify where rework, delay, and exceptions are building up.

First-Pass Complete

46%

▼ down from 58% last period

Needs attention — partner prep improving slowly

Median Review Days

8.4d

▲ up from 6.1d last period

Review cycle lengthening — watch closely

Cleared Before Cutoff

71%

▲ up from 64% last period

Improving — target 80% by Q2

Escalation Rate

14%

▬ flat vs last period

2 of 14 claims in OR escalation now

Repeat Owner Exceptions

2

▬ same as last period

Mia Schulz (EMEA), James Tan (APAC)

MDF Claims — Control Table

Partner	Region	Owner	Committed	Claimed	Accrued	Status	Missing Support	Aging	Next Action

Click any row to see claim detail, missing documents, and fastest path to close. Red-bordered rows need immediate attention. Orange-bordered rows need review before cutoff.

Accrual Readiness — Close Support Quality

5

Ready for Accrual

4

Missing Proof

3

Partial Accrual

2

Awaiting Finance Review

2

At Close Risk

Support package completeness by claim

CloudPartner EMEA — Webinar Co-Mktg

40%

TechAlliance APAC — Digital Co-op

65%

GlobalSoft Americas — Event Sponsorship

100%

NordicsEdge EMEA — Demand Gen Campaign

100%

RioPartner LATAM — Channel MDF Program

55%

DataBridge APAC — Partner Summit Co-Fund

25%

MarketPro Americas — Webinar Series MDF

90%

Reimbursement Aging — Submitted Claims in Review

Partner	Program	Amount	Submitted	Aging	Pending Approver	Reimbursement Status	Risk
CloudPartner EMEA	Webinar Co-Marketing	$18,000	Feb 14, 2025	15d	VP Finance — EMEA	Blocked	High
DataBridge APAC	Partner Summit Co-Fund	$9,500	Feb 18, 2025	11d	APAC Finance BP	Under Finance Review	Medium
RioPartner LATAM	Channel MDF Program	$12,200	Feb 20, 2025	9d	LATAM Partner Mktg	Waiting on Partner	Medium
TechAlliance APAC	Digital Co-op Campaign	$31,000	Feb 22, 2025	7d	Global Channel Finance	Pending Approval	Low
GlobalSoft Americas	Event Sponsorship Co-Fund	$45,000	Feb 24, 2025	5d	Americas Finance BP	Submitted	Low
NordicsEdge EMEA	Demand Gen Campaign	$22,000	Feb 25, 2025	4d	EMEA Channel Finance	Submitted	Low

Claim Owner Accountability

Owners with blocked or aging claims are highlighted. Repeat exceptions signal where process friction or support gaps may need attention.

Owner	Function / Team	Region	Active Claims	Blocked	Accrual-Ready	Next Follow-Up	Exposure
Mia Schulz 2 blocked • follow up today EMEA Partner Mktg Lead	Channel Marketing	EMEA	4	2	1	Today — CloudPartner proof	High
James Tan repeat exceptions APAC Channel Finance BP	Partner Finance	APAC	3	1	2	Feb 28 — DataBridge review	Medium
Sofia Reyes Americas Partner Mktg	Channel Marketing	Americas	4	0	2	Mar 3 — MarketPro final invoice	Low
Carlos Lima LATAM Channel Finance	Partner Finance	LATAM	2	1	0	Today — RioPartner PoP request	Medium
Anna Fischer Global Channel Finance	Finance Operations	Global	1	0	1	Mar 1 — TechAlliance approval	Low

Proof of Performance — Support Package Quality

Webinar Co-Marketing

CloudPartner EMEA

Blocked

✓

Invoice received

✕

Proof of performance — not received

✕

Final invoice — outstanding

~

Attribution / validation — pending partner

Event Sponsorship Co-Fund

GlobalSoft Americas

Ready

✓

Invoice received

✓

Proof of performance — confirmed

✓

Campaign evidence — photos + attendee report

✓

Attribution / validation complete

Digital Co-op Campaign

TechAlliance APAC

Partial Accrual

✓

Invoice received

✓

Proof of performance — partial (phase 1 only)

~

Campaign evidence — phase 2 pending partner

✕

Attribution — awaiting tracking report

Demand Gen Campaign

NordicsEdge EMEA

Reimbursement Submitted

✓

Invoice received

✓

Proof of performance — confirmed

✓

Campaign evidence — digital report included

✓

Attribution — pipeline contribution logged

Operating Rhythm — Exception Escalations

For claims that are stuck, aging, or cross-functional, use Operating Rhythm to coordinate the next best action. Standard tracking covers normal claim flow — Operating Rhythm is for stuck exceptions where ownership, timing, or handoff coordination has become the issue. Escalate here when a blocked claim needs structured cross-functional follow-up, not just a reminder.

Operating Rhythm Layer — Active Escalations

Stuck or aging claims routed to the coordination layer for structured exception handling.

Open Operating Rhythm →

CloudPartner EMEA — Webinar Co-Marketing

Escalated: Feb 26, 2025 • 15 days stalled • Owner: Mia Schulz (EMEA Partner Mktg)

Escalate

Blocker

Proof of performance + final invoice not submitted by partner. Accrual blocked at month-end.

Next Owner

Mia Schulz → CloudPartner EMEA Account Manager

Best Next Action

Live sync today — confirm docs or issue formal escalation notice to partner.

Recommended mode:

Escalate to OR

Now / Next / Later:

Now — partner contact Next — finance review if docs received today Later — accrual inclusion at close

DataBridge APAC — Partner Summit Co-Fund

Escalated: Feb 27, 2025 • 11 days in finance review • Owner: James Tan (APAC Finance BP)

Async Follow-Up

Blocker

Support package is 25% complete. Campaign evidence for all sub-events not consolidated. Finance review paused pending full package.

Next Owner

James Tan → DataBridge APAC Partner Mktg contact

Best Next Action

Send async checklist to partner by today. Set 48-hour response deadline before formal escalation.

Recommended mode:

Async

Now / Next / Later:

Now — send async checklist Next — review consolidated package Later — finance sign-off & submission

Control Artifacts — Operating SOPs

📋

MDF Claim Checklist

Required fields: partner name, program, region, owner, committed amount, claim amount, submission date, PoP doc references, and invoice IDs.

Finance Operations

✅

Accrual Support Checklist

Invoice received, proof of performance confirmed, campaign evidence attached, attribution validated, and finance approval logged before accrual.

Close Control

📦

Reimbursement Packet Template

Standard template for partner reimbursement submission: cover sheet, PO reference, invoice, PoP summary, and finance sign-off form.

Partner Finance

📅

Owner Follow-Up Cadence

Day 0: claim logged. Day 3: first owner nudge if support outstanding. Day 7: escalation trigger. Day 10: automatic OR routing for blocked claims.

Governance

⏰

Month-End Cutoff Guidance

All support packages due to finance by business day -3 of month-end. Claims without complete PoP by cutoff are excluded from accrual and carried to next period.

Close Control

🔗

Exception Escalation Protocol

Claims blocked >7 days are flagged for Operating Rhythm routing. Escalation includes: blocker summary, next owner, recommended action mode, and coordination window.

Operating Rhythm