Joint Business Planning

Training Outlines:

1. Introduction to Joint Business Planning

• • Definition and purpose of JBP
  • Benefits of collaborative planning
  • Key principles and values of JBP

2. Understanding Your Partners

• • Identifying key partners and stakeholders
  • Analyzing partner strengths and weaknesses
  • Assessing mutual goals and objectives

3. Building a Strong Foundation

• • Establishing trust and open communication
  • Defining roles and responsibilities
  • Setting realistic expectations
• Identifying suitable partners
• Establishing trust and rapport
• Negotiating win-win agreements

4. Data Sharing and Analysis

• • Sharing relevant data and insights
  • Conducting a joint business analysis
  • Identifying growth opportunities and market trends

5. Creating the Joint Business Plan

• • Setting SMART objectives and KPIs
  • Developing action plans and timelines
  • Allocating resources and investments

6. Market Analysis and Opportunity Assessment

• • Gathering market data and insights
  • Identifying growth opportunities and challenges
  • SWOT analysis for JBP

7. Setting Objectives and Key Results (OKRs)

• • Understanding OKRs in JBP context
  • Defining specific, measurable, and achievable objectives
  • Aligning objectives with partner organizations

8. Creating Actionable Joint Business Plans

• • Structuring the JBP document
  • Allocating resources and responsibilities
  • Establishing timelines and milestones

9. Success Factors and Challenges in JBP Implementation

• • Key elements of successful JBP execution
  • Identifying potential obstacles and how to overcome them
  • Monitoring progress and adjusting

10. Engaging in JBP Discussions

• • Effective communication and collaboration techniques
  • Conflict resolution strategies
  • Building long-lasting partnerships

11. Collaborative Execution

• • Monitoring progress and performance
  • Addressing challenges and roadblocks
  • Celebrating successes and learning from failures

12. Review and Continuous Improvement

• • Conducting periodic business reviews
  • Collecting feedback and insights
  • Adjusting and optimizing the JBP strategy