ProPartnering | Joint Business Planning Workshop
An effective joint business plan translates intentions into action. ProPartnering's Joint Business Planning Workshop utilizes a structured methodology to ensure that the key alliance success factors are all addressed - with specific action plans and accountability. Acting as a third-party facilitator, we guide the two companies through the process of aligning their separate objectives into a joint plan for implementation. We ensure that unspoken expectations are surfaced and addressed, and that the participants identify all the key stakeholders and develop clear plans to engage, prepare, and motivate them. We then follow-up with the teams to review progress and make appropriate adjustments to the plan.

Results: ProPartnering's Joint Business Planning workshop can help your alliance achieve better results, more quickly, with a well-defined joint offer, actionable target markets/customers, a clear action plan, and well-defined roles and responsibilities. Participants experience an increase in confidence and enthusiasm as the path to results becomes clear. A sense of commitment builds throughout the cross-company team as a joint set of goals emerges, in which each sees the realization of his or her own goals. In addition, a foundation for trust is laid as participants are able to see the whole relationship and understand what "wins" other parties have to experience in order to buy in to their respective role.

Participants leave with a clear understanding of their responsibilities - how they contribute to partnership success. Conflicts are reduced as a result of precise role definitions and clear deliverable definitions. Implementation plans are effective because they are realistic. The joint strategy is viewed from the perspective that matters - the market, the customers buying the joint solution. Objectives are viewed as what they really are - the results of actions of specific people. No magic is assumed - every bit of success is going to come from these key actions.

The implementation itself is faster and smoother. The alliance team knows who must be engaged and has well-defined materials to engage them in an effective way. Field collaboration improves and conflicts decrease as individuals understand what is expected of them, what they can expect from others, and how the partnership benefits them, personally.

Finally, the Joint Business Planning workshop lays the groundwork for more effective relationship review meetings. Not only have the partnership objectives been specified, but a set of actions have been prescribed. If results are not what were expected, the partners can review implementation to understand if someone has failed to play their role, or if the plan included faulty assumptions. This empowers the partners to take a positive and proactive approach to addressing any performance gaps.

Inputs: Each of the partners should arrive with a clear picture of their own company's market and partnering strategies. It is important that workshop includes clear market insight from both partners. In addition, each partner must be prepared to represent different stakeholders across their own company. They need to know what actions each stakeholder group is willing and ready to take, and which they are reluctant or unwilling to take. They also need to be able explain the objectives and motivations for these groups.

Clients who have participated in a Partnering Ready Workshop will be well prepared for a Joint Business Planning workshop.

Outputs: During the workshop participants will develop:
Duration: 1 - 2 Days