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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?



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