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Objective
What is the purpose of this partnership check-in? To review current initiatives? To explore new opportunities?
Progress & Performance Review
- What is the current status of the partnership and its associated initiatives?
- Share recent progress, key highlights, and relevant data since the last partnership check-in.
- What's working well?
- What could improve?
Opportunities to Increase Value
- Did you identify any new opportunities to increase the value of the partnership or ensure its success?
Risks / Red Flags
- What red flags were evident?
- What blockers are in the way of project progress?
- Is the partnership at risk?
- Did the partner share any concerning feedback?
Key Takeaways
- What were the main insights from this check-in? Note and share them here.
Next Steps
- Where to from here? Clarify next steps for both parties, who's completing them, and when they should be done by. Note this information here to share.
Next Meeting
Set a date and time for your next partnership check-in.
Communication is critical to cultivating partnerships that benefit both businesses involved. Whether you're exploring new strategic collaborations or deepening existing relationships, our adaptable partnership check-in template can help you stay aligned and progress in the right direction.
Often, typical outlines are too rigid to accommodate the nuances of different partnerships. Whether sales, business development, or investment teams are involved, this flexible meeting note template can be customized to capture and distill the insights most important to moving initiatives forward.
Our partnership check-in template gives all collaborators a clear perspective of common objectives and each other by opening up communication. Not only does it enable you to establish expectations, but you'll also be able to understand one another's unique needs and strengths better. In turn, this lets you organize and prioritize the steps needed to accomplish your goals together.
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