Partnership Foundations Board
To evaluate and develop a strategic plan to work with other groups and organizations that have the same vision and purpose as you.
- Steps
- 12
- Last edited
- Mar 9, 2022
- Created by
- Nova
About this process
Evaluate and develop a strategic plan to work with other groups and organizations that have the same vision and purpose as you. Invite your partners to the session and evaluate what kind of resources they need and what kind of expectations they have. Duration: 5+ days Created by: Ro Fernandez
The process in detail
12 steps- 1
Open the board and start developing a clear plan
- 2
How are you planning to contact these potential partners?
- 3
Add additional information and comments here (Optional)
- 4
Barriers to contacting partners (Optional)
- 5
Regarding our potential partnership: What 3 things are the most important to you?
- 6
What resources would you need to reach out to these potential partners?
- 7
How can we effectively share resources and marketing efforts?
- 8
Common Marketing Strategies
- 9
Barriers and Improvement
- 10
Next step to develop a long-term and sustainable strategy.
- 11
Partnership Strategy and Goals
- 12
What do you expect from this partnership and how can we best help you?
Read the full text
1. Open the board and start developing a clear plan
Use this board to brainstorm and start developing a clear plan. The final strategy can be define later once you have a clear understanding of the situation, your resources and your team's perspective.
2. How are you planning to contact these potential partners?
3. Add additional information and comments here (Optional)
4. Barriers to contacting partners (Optional)
The manager and other team members can also provide tips. Note: Start working on this step after trying to contact some of those potential partners.
5. Regarding our potential partnership: What 3 things are the most important to you?
6. What resources would you need to reach out to these potential partners?
Evaluate the number of resources you are going to need to reach out to these partners. You may need to hire more people, you may need collateral marketing, update your website, etc.
7. How can we effectively share resources and marketing efforts?
8. Common Marketing Strategies
How can our marketing team help you? What should we keep in mind if we move forward with this partnership? Would you release a PR or Blog Post or Social Media Campaign?
9. Barriers and Improvement
Major issues and future improvements you and your team have encountered during the first semester of the partnership agreement.
10. Next step to develop a long-term and sustainable strategy.
11. Partnership Strategy and Goals
Define your partnership strategies and goals after evaluating your first partnership.
12. What do you expect from this partnership and how can we best help you?
- Metrics. How would your measure success?
- Long term and sustainable terms and agreements. Develop and discuss more sustainable partnerships and build long-term relationships
- It's the partnership achieving it's goals?
- Understand the problem/challenge
- Review: What is working? How can you improve it?
- The Reaching Out Process: How would you contact your potential partners? What's the process?
- Build your partnerships by agreeing to goals and objectives
- Plan the activities and the partnership
- This is a sticky note!
- This is a sticky note!
- This is a sticky note!
- Implementation plan
- What could go wrong?
- Identify and create a list of potential partners
- Create a list of resources you and your partners will need
- How can they help you and Why would their partnership be important?