Mutual Value Review & Joint Planning With The KA

Best Practice Component: Mutual Value Review & Joint Planning With The KA

Best Practice Topic

Note: This sheet is completed automatically from your input to the individual capability sheets.

My Score

(0 - 3)

Can I show tangible evidence?

Best Practice Topic

Note: This sheet is completed automatically from your input to the individual capability sheets.

1

Identify Profile For Partners and Candidates

I have defined the characteristics required for a partner and have identified potential partner companies.

My Score

(0 - 3)

Can I show tangible evidence?

2

Identify The Level Of KA/Partner Manager Required and Names

I have defined the profile of manager whose engagement and support will be required

My Score

(0 - 3)

Can I show tangible evidence?

3

Define Our Objectives, Expectations and Agreement For Any Joint Working

I have defined the our specific objectives and expectations for potential joint working along with issues we might not want to discuss or areas not relevant for joint working and I have formal agreement from the relevant senior management team.

My Score

(0 - 3)

Can I show tangible evidence?

4

Initial KA/Partner Communication And Positioning

I have decided exactly what message I want to put to the KA/Partner and the way I want to deliver the message. I know who I need to be involved in delivering the message and the specific result I want to achieve.

My Score

(0 - 3)

Can I show tangible evidence?

5

Agenda For The Meeting To Establish Interest

I have defined the specific agenda for the initial contact to agree interest -  objective, positioning, messaging, questions, next step.

My Score

(0 - 3)

Can I show tangible evidence?

6

Agenda For The Meeting To Agree The Joint Working Model

I have defined the agenda for the meeting to define and agree the joint working model -  objective, positioning, messaging, questions, agreement about the joint working opportunities and ways of working, next step.

My Score

(0 - 3)

Can I show tangible evidence?

7

Confidentiality and Exclusivity

I have defined and agreed the  levels of confidentiality, the information which will be shared by both sides and the exclusivity on any joint creation.

My Score

(0 - 3)

Can I show tangible evidence?

8

Ownership

I have defined and agreed who will have ownership and rights of use to any development resulting from the joint working.

My Score

(0 - 3)

Can I show tangible evidence?

9

Value Sharing

I have agreed with the KA/Partner how we will measure the  resulting value and how it will be shared - who gets what when?

My Score

(0 - 3)

Can I show tangible evidence?

10

Implications

I have identified the most important implications of this summary for me and my business.

My Score

(0 - 3)

Can I show tangible evidence?

11

Questions Raised and Additional Information Required

I have identified the information I should gain and the questions I should address and have determined what I should do next.

My Score

(0 - 3)

Can I show tangible evidence?

Total

0

Total percentage (%)

0%

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