Meeting Notes Template
Partnership Exploration

A useful meeting minutes template for discussions around partnerships with agencies, startups or corporates.

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BASIC INFORMATION

Name, company size, contact window name and position, industry, country...


BACKGROUND

How did the partner get to us? What are we looking to achieve by partnering with them? What's in it for them?

What's their background? What synergies are there between our respective companies?

Have they developed similar partnerships in the past? And us, have we been successful developing such partnerships?

THE PARTNERSHIP

How are we looking to collaborate? What are the goals? What obligations come from each party?

What metrics will we use to define success? What resources will we need to make this partnership successful?

POTENTIALITY

What is the potential for this partnership in the next 3 months, 1 year, 3 years?

What problems or challenges could we face moving forward?

OVERALL IMPRESSION

How motivated is this partner?

Do you recommend we move forward with this partnership? Why or why not?

TIMELINE

What does the whole timeline of this partnership look like?

What needs to happen to sign the partnership? What needs to happen before we see the first results?

NEXT STEPS

What's the next step? Do we need a follow-up call? Are there other stakeholders to update?


partnerships businessdevelopment

Use this template now

  1. to Scriby and follow the instructions.
  2. In your Calendar, click on any meeting to create notes.
  3. In the top-left corner, you'll see a Apply a template button. Click on it and pick the Partnership Exploration template to add it your notes.

About this template...

The first initial meeting of a partnership discussion is really crucial. While you most likely won't close in any deals in it, it's important to get it right to lay the groundwork for the later stages of the discussions.

At this point, you both believe that your respective companies could benefit from working together. With this meeting, you're trying to find out how exactly. Use this partnership discussion template as a framework to hash out the details.

A successful partnership exploration meeting is one that makes the partnership more concrete for both parties. Here are a couple of ground rules you can follow during the meeting:

Quantify the partnership
Identify how this partnership can benefit your company in details. Think long-term. Quantify as much as possible.

Evaluate the people just as much as the opportunity
Most partnerships are long-term endeavours. Therefore, they have to be based on trust. So during this first initial meeting, strive to learn about your interlocutor. More importantly even, strive to understand their motivations (e.g. their KPIs, their company strategy, the background for the discussion...).

You really just have to answer 2 questions
Your goal in this initial discussion should be to answer two questions a) do you really want to be in business with this person and this company? and b) what will the partnership look like?

It's ok if it doesn't work out
By definition, not every partnership exploration meeting will be a success. After all, you're just exploring the possibilities. It's quite common for only 10 to 20% of all partnership exploration meetings to lead to desired results. Save yourself time by getting the first meeting right with this meeting minutes template.

Why use meeting notes templates?

Make meetings result-oriented
Meeting notes and summaries unarguably make meetings more productive. They forces attendees to focus on what should matter: action and decisions. Research has showed that participants of a meeting are a lot less likely to leave a meeting frustrated about wasting their time when someone was asked to capture the minutes.

Save time preparing meetings
In truth, meetings are more similar than they are different. So chances are that you'll repeatedly go through very similar meetings. Instead of coming up with content every single time you're in a meeting, you can save time by using a prebuilt template. With Scriby, you can even create your own meeting templates.

Break down communication silos
Meeting note templates help structure the meeting, increase accountability and decrease miscommunication. Meeting minutes templates also help clarify what the objectives of the meeting are. For Facebook COO Sheryl Sandberg, it is very important before the meeting to make explicit if "we are in the room to make a decision or to have a discussion?" Different templates for different expected results: that's exactly what you can build with Scriby.

Image credits: Freepik