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Top 10 Partnership Plan Templates with Examples and Samples

DivyanshuKumar Rai

When partners enter a business at the outset, they are motivated and excited to embark on this exciting new adventure together. Initially, they agree on almost everything. These new entrepreneurs think they will be in business together for the rest of their lives or until they sell the company for untold millions of dollars.

They believe that nothing can or will go wrong. They are so sure of each other that they never bother to get a written partnership plan. What could possibly go wrong in this scenario? The short answer is, "A LOT!"

The reality is that, despite dreams of longevity and unwavering trust, business owners' desires and expectations change over time. A written partnership plan can manage these expectations and give each partner confidence in the business's future. A written plan can serve as a safeguard that protects both the business venture and the investment of each partner.

Now, you might be thinking, “How to get an effective partnership plan in place?” The quick answer: Partnership Plan Templates .

Every business requires a partnership plan. Small businesses seek out partnerships more to achieve their goals and objectives. Building a strategic partnership is more complicated than creating a partnership document, but it is the first step toward action. SlideTeam’s partnership plan templates maneuver your ship to the shore.

Let’s explore these!

Template 1: Vendor Strategic Partnership Engagement Plan

Get this Strategic Partnership Plan PPT Template and deliver an impactful presentation to your audience. Its layout is divided into four sections, each describing a critical aspect: Plan, Analyze, Identify, and Act. There’s a specified section for review to ensure you have that extra cushion to make amendments, wherever necessary. Get this template now.

Download this template

Template 2: Strategic Partnerships Event Planning Service Company Profile PPT Template

This PowerPoint Template works wonders when you want to explain the role of strategic partnerships within an organization. It has ample space to highlight points you want to deliver in your presentation. You can use its standard layout to emphasize key details, including partner location, services they monitor, objectives, and more. Download it now.

Template 3: Internal Communication Plan For Partnership Firm

The importance of proper communication in the successful accomplishment of business objectives can’t be overstated. With SlideTeam’s handpicked internal communication plan template, you can enjoy the convenience of an uninterrupted flow of information across departments in your company. This plan layout describes:

• Reasons for communication
• Communication activity
• Communication channel
• Individual responsible

Download now.

Template 4: Marketing Campaign Initiated by Partnership Timeline

Build a weekly timeline for your marketing campaign using this fantastic PPT Template. Till the campaign goes live, you can include and track KPIs to ensure your effort is successful. Here, there are some predefined parameters that you can use: Target mapping exercises, Prepare brands and categories, Assign partner roles, risk register update, Negotiation and recruitment, and Activation and management. Download it now.

Template 5: Global Partnership Management for Planning and Communication

Global partnership management is a painstaking task that can be made easy with our exemplary template. It has a unique framework that explains key insights encompassing the five stages, namely: Prepare, Share Knowledge, Plan, Execute, and Achieve Results. Being 100% editable, you can tweak the design and include points in this template to serve your purpose. Download it now.

Template 6: Six Months Teamwork Partnership Strategy Roadmap

Teamwork is the key to success! We know you would have heard this phrase at least a million times, but it doesn’t take away even a slight bit of truth. Build a six-month teamwork partnership framework using our exceptional PowerPoint Template. It highlights the team member and phases spread across a month-wise timeline. The phases include:

• Develop partnership strategy
• How the partnership will operate
• Ensure stakeholder support
• Resource allocation
• Review the partnership development process

Template 7: Five-yearly Teamwork Partnership Strategy Roadmap

With a similar design to the previous template, this template accelerates the process of building a five-year teamwork partnership strategy roadmap. It has some predefined phases which you can change to suit your business requirements. You can present it to higher management to get their approval on the partnership roadmap you are long working on. Get it now.

Template 8: Planned Partnership Strategy PPT Template

If you need a pre-built framework for drafting a planned partnership strategy, this is the perfect piece for you. Its layout is designed into five stages that you can use to explain critical insights that underline your strategy. You can also use it to highlight KPIs as well. Get it now.

Template 9: Strategic Partnership Showing Teamwork

‘Strategic partnership’ is a complex subject that commands resources to spark clarity in your audience. Lucky for you, SlideTeam has prepared this template that touches every essential parameter that encompasses it. This template highlights the points of collaboration, teamwork, strategy, plan, performance, and success. It is a roadmap with checkpoints you need to surpass to foster better partnerships within your organization. Download it now.

Template 10: Partnership Action Plan PPT Presentation

A partnership action plan boiled down into three stages! Hard to believe, isn’t it? SlideTeam presents a PPT Template that displays a layout that does just that. It has three levels: Action, Planning, and Partnership. The idea behind these stages is, you have to define relevant actions to ensure your organizational plans aren’t affected. Doing so will ensure there’s a more inclusive partnership forging in your company across departments. Get it now.

Partnerships are critical to the success of any business. Merchants and traders have used the principles of strategic partnership to conduct their businesses since the genesis of trade and commerce; the trend continues today.

A partnership can take many forms, from business owners working together to invest in a project to firms sharing technical knowledge and ideas. Whatever a company does, finding the right partnership plan template that benefits both parties is critical. (And that’s why SlideTeam has put together this list of top 10 partnership plan templates!)

FAQs on Partnership Plan

What is a partnership plan.

A partnership plan is a way two or more parties in a business agree on conducting the venture together. Each party takes different functions to perform, helping the business run more efficiently. This plan is documented in the form of an agreement. This document lays down the ground rules on how the partners will handle business responsibilities, ownership and investments, profits and losses, and company management.

While "partners" usually refers to two people, there is no limit to how many partners can form a business partnership in this context.

How do you create a partnership plan?

When forming a business partnership, it is critical to draft a partnership plan contract that outlines all of the terms and conditions of the professional relationship. Your business partnership plan should include a list of all partners and should address the following issues:

• Name of the partnership
• Partnership goals
• Partnership duration
• Contribution amounts of each partner (cash, property, services, future contributions)
• Each partner ownership interest (assets)
• Management roles and terms of authority of each partner
• Accounting obligations
• Distribution of profits and losses between the partners
• Salaries, work hours, sick leaves, and vacation times of each partner
• Permissions and restrictions on any outside business activity
• Buyout options of partners
• Process for adding new partners or removing original partners
• Terms and conditions of termination of the partnership

What are the stages of partnership?

Here are the five stages of partnership:

Stage I. The Singles Stage (Non-Partnering)

Stage II. The Searching Stage (Pre-Partnering)

Stage III. The Courtship Stage (Active Partnering)

Stage IV. The Bonding Stage (Consolidated Partnering)

Stage V. The Commitment Stage (Going to Scale)

What are the 5 principles of partnership?

There are five basic tenets that work together to form a framework for establishing a solid foundation for effective business relationships.

• Shared knowledge
• Agreed Goals
• Balance of return

While some of these are easier to quantify than others, each has a significant impact on the partnership's strength.

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Top 10 Partnership Agreement Templates for Harmonious Synchronization

Top 10 Strategic Partnership Proposal Templates To Form Successful Alliances (Free PDF Attached)

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• Business Partnership Proposal Template

Used 6,991 times

Reviewed by Yauhen Zaremba

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BUSINESS PARTNERSHIP PROPOSAL TEMPLATE

Prepared by: ​ [Sender.FirstName] [Sender.LastName] ​ ​ [Sender.Company] ​

Prepared for: ​ [Client.FirstName] [Client.LastName] ​ ​ [Client.Company] ​

For a contemplated Partnership, Strategic Alliance or Joint Venture (JV) between [Sender.Company] (“Sender.Company”) and [Client.Company] (“Client.Company”).

Submitted by: [Sender.Company] ​

This proposal contains the proprietary information of [Client.Company] and shall not be shared outside of the above named parties.

​ [Client.Company] met with [Sender.Company] , and shared with them plans related to describing the business venture.

​ [Client.Company] possesses rare insights and expertise necessary to develop systems and applications related to the above, while [Sender.Company] has the resources needed to develop such systems and applications.

The parties believe there may be mutual benefit in forming a business Partnership or Strategic Alliance and pooling their resources and assets in order to pursue the objectives below.

Project Overview

​ [Sender.Company] wishes to create a web-based project with [Client.Company] for catalog management. Seeing that buying has become a tricky business for many retailers and wholesalers alike, there’s an obvious gap in understanding how to shop for products in such a way that there is a minimum of leftover inventory on a commercial level.

By using the capital and the ideas [Sender.Company] brings to the table, along with the expertise of [Client.Company] , this project is positioned to achieve success. We aim to understand what buying decisions cause there to be excessive inventory and unused/unsold products for multinational companies, who, even with the help of professional buyers, are left with millions of dollars in losses every year due to poor buying decisions.

Our software will keep track of inventory for all buyers so that they can make better buying choices, thus ensuring that our clients optimize money spent by avoiding excessive purchasing decisions.

SWOT Analysis

Goals of the Project

By the end of the (X year), we expect to achieve the following goals with this project:

Add details about your goal #1

Add details about your goal #2

Add details about your goal #3

Timelines and Milestones

Objectives of the parties

Catalog management.

A DIY web-based platform wherein… ( [Sender.Company] & [Client.Company] )

A more sophisticated application for comprehensive project-based catalog management services ( [Client.Company] )

Data & Analytics

Contributions & responsibilities of the parties

​ [Client.Company] owns the intellectual property, including, but not limited to, plans, methods and processes needed for the development of the systems and applications contemplated above.

​ [Sender.Company] brings capital/resources and marketing and business development expertise as well as expertise in hosting and managing online subscription-based platforms. (NOTE: the arrangement could be set up where funding is sought from outside [Sender.Company] ).

The table below shows each parties’ anticipated contributions during the development and execution phases of any Strategic Alliance or Partnership that shall be entered into.

Rights in Developed Software & Services

The following depends on the legal structure of the arrangement. The below assumes a Strategic Alliance will be formed.

Legal considerations

This Alliance or Partnership will take on one of a number of forms. Given the complexities, a Strategic Alliance agreement may make the most sense, but clarification is necessary on a number of items for that kind of agreement (e.g. revenue/profit splits or royalty payments). A Joint Venture (JV) could be construed as a Partnership, and if a JV is desired, it may make sense to set the JV up as an LLC for liability reasons.

Revenue or profit splits / royalties

A discussion around revenue share, profit share, or royalties is dependent on the legal considerations above. TBD for now, and finalized at contract signing.

Terms and Conditions

Although a formal contract is to be followed, both parties can agree on the following terms and conditions:

Both parties agree to enter into the partnership indefinitely, as opposed to a limited term or a period of time.

Both parties agree that they will do their best to ensure that their end of the bargain is kept. For example, if [Sender.Company] has X, Y, and Z responsibilities (as mentioned in the table above), they agree to deliver on those responsibilities.

If either party wishes to terminate the agreement, they must let the other party know in writing. After a letter has been shown to the other party, Party A agrees to stay on board for no less than a month to help Party B conduct a smooth transition.

If any disputes arise between either party, they may resolve them either through (i) an amicable discussion, with or without third party mediation, or (ii) by going to a court of law. Laws from [Sender.Country] will be applicable in case of any disputes seeking legal recourse.

Each party agrees to not commit to any unlawful business which may affect the credibility or the goodwill of the other party, or of the Partnership as a whole.

If either party recognizes any such wrongdoings by the other party, they may (i) resolve it with the guilty party, or (ii) seek remedy under the jurisdiction of [Sender.Country] .

Agreed by the Parties

​ [Sender.Company]

[Client.Company] ​

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FREE 30+ Partnership Proposal Samples in PDF | MS Word

When is a business partnership necessary? There are many reasons why businesses want to go into a partnership with another business, especially if both businesses agree on the same business goals . A business partnership becomes necessary when one business finds the need to expand or grow, to earn more profit or if to engage in a new business venture. A partnership will help make these things easier for the business while getting a bigger chance of success. A partnership proposal is created to propose a partnership and if the other business agrees, then a partnership can be done. In this article are sample proposals that help form partnerships between different entities. You may check out the samples below.

Partnership Proposal Samples

1. partnership proposal letter template, 2. corporate partnership proposal template, 3. joint venture partnership proposal template, 4. strategic partnership proposal letter template, 5. simple business partnership proposal template, 6. restaurant partnership proposal template, 7. festival event partnership proposal template, 8. nonprofit partnership proposal template, 9. strategic partnership proposal template, 10. event partnership proposal template, 11. sponsorship partnership proposal template, 12. startup partnership proposal template, 13. media partnership proposal letter template, 14. university partnership proposal template, 15. marketing partnership proposal template, 16. free medical partnership proposal template, 17. retail partnership proposal template, 18. magazine partnership proposal template, 19. hospital partnership proposal template, 20. media partnership proposal template, 21. sample event partnership proposal template, 22. sample business partnership proposal template, 23. sample partnership proposal format, 24. printable partnership proposal template, 25. invitation for partnership proposal template, 26. sample partnership policy and proposal format, 27. sample preliminary partnership proposal template, 28. sample proposal for collaboration template, 29. corporate partners proposal template, 30. basic event partnership proposal template, 31. sample request for proposals for public private partnership template.

• Google Docs

Size: US, A4

Size: 113 KB

A free sample would be a good choice in selecting a proposal sample that you can use as sample reference or guide. It can be easily accessed online and you don’t have to worry about having to pay for it. Step-by-step instructions are provided in this free sample that will guide you on how to write the most effective and relevant business partnership proposal. You will surely love the simplicity and brevity of this proposal sample.

Size: 31 KB

You will find proposal writing to be a daunting task, especially if you have no idea how it’s done or started. Good thing there are readily accessible proposal formats that you can view and download online. This proposal format will make the task a tad easier or lighter for both beginners and those who have a little experience with it. The numbered instructions in this sample will guide you through the creation of the document from start to finish. Other proposal formats you may find useful are  project proposal formats and business proposal format, to name a few.

With this printable partnership proposal document, you get a proposal sample and a proposal presentation in one. The design and layout of this sample proposal is one to admire. The contents are carefully thought of and arranged strategically. It uses a professional design review and an attractive color scheme making it stand out. You can use the different ideas you can find in this sample on your own proposal or incorporate it with other ideas that you have in mind.

If you want to invite another business or entity to do business with you, then do so with the use of a partnership proposal. The proposal makes a good invitation that will effectively give out the details or the purpose of the sample invitation . You can also provide here the reason why a partnership with you would be worth it. Use a partnership proposal to your advantage and get the approval of the other party. he sample above will assist you in writing an effective partnership proposal of your own.

Size: 146 KB

This sample provides a detailed proposal format for making a partnership proposal. The sample consists of four pages worth of instructions and descriptions that will help assist those who want to come up with an understandable and reliable partnership proposal. The instruction and other details provided are numbered or provided in bullets so that they can be easily followed and understood. Read this sample to learn more.

A preliminary proposal is written in preparation for something more important or useful in the future. It can be compared to that of a draft that is created while actual negotiations strategy plan are ongoing. Using this preliminary partnership proposal sample will help you make preparations for the proposal that you are about to make. Guide questions are provided in the sample to assist you with the details that you need to include in your proposal.

Size: 286 KB

This is another simple proposal sample that will be useful as a guide or as reference material for writing a proposal . It is made up of six pages in total and consists of a proposal background, goals, proposed collaboration schemes, and tables showing a relevant list of items. There are simple but useful things that you can learn from this sample, especially if you are working on something similar to it. For more references, you may also check out other partnership proposal templates on our website.

Size: 467 KB

You will find this sample proposal a good read because of how simple the details are written and presented. The partnership in this sample is established through the participation of each party in sports, which will bring together the youth and the communities throughout a certain province. It aims to raise awareness of the participation for both participants and volunteers. The preparation for the games and all other details are sample brief explained in the proposal to ensure that everybody knows and understands what will happen.

Size: 140 KB

Events are made more meaningful if they are done in partnership with another entity. This is made possible through an event partnership proposal. Its difference from an event proposal is that there are two parties or entities involved in the planning of the program and presentation of the proposal, instead of one entity. Use this sample if you need to write something similar or if it is relevant to the proposal you are making.

Size: 644 KB

You’ll learn a lot in a request for a proposal. A request for proposal is a document that provides detailed instructions on how a proposal for a particular project or job request should be written and submitted. A proposal is a means of responding to this request and is written by interested and qualified individuals or entities. You may view this sample to learn more.

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How to Write a Partnership Proposal [Examples + Template]

Published: June 18, 2024

Partnerships generate $3.9 billion per year in the U.S. and supercharge the revenue of companies like Microsoft, Atlassian, and Shopify. Teaming up with another professional or company can multiply your capacity, expertise, and growth.

With so much at stake, approaching a potential partner can be intimidating. Whenever I make a business pitch, there are three items I work to perfect. First, an underlying relationship to build on. Second, a stellar verbal presentation for a pitch meeting. And third, a killer partnership proposal.

A partnership proposal is a powerful tool to showcase your professionalism and convince your potential partner why they should collaborate with you. I’ve compiled what you should include in your proposal, plus four partnership proposal templates to give you a head start.

What is a partnership proposal?

• Types of Partnership Proposals

Components of a Partnership Proposal

How to write a partnership proposal, partnership proposal template, partnership proposal examples, partnership proposal tips.

A partnership proposal is a document outlining the benefits, scope, and structure of a future collaboration between two businesses or individuals.

Most partnership collaborations begin with an idea and verbal discussions. “ Hey, here’s a crazy idea. What if we…” If you don’t know the person, start with a warm intro email or phone call first.

A partnership proposal is the next step in the process, formalizing concepts to align goals and gain buy-in. While it isn’t a legal contract, it’s often a precursor to one.

Free Business Proposal Template

Propose your business as the ideal solution using our Free Business Proposal Templates

• Problem summary
• Proposed solution
• Pricing information
• Project timeline

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Types of Business Partnerships

Before creating a business partnership proposal, it’s important to understand which type of partnership you want to pursue.

General Business Partnership

When two or more individuals enter a business agreement and share unlimited liability, you have a general business partnership. A proposal for a general business partnership should include the share of ownership, contributions of each partner, the distribution of profits and losses, and the terms for dissolution.

Joint Venture

A joint venture (JV) is an agreement between two companies to combine resources and expertise for a specific purpose. For instance, a global company might form a JV with a local company when bringing a product to a new country.

Limited Partnership

A limited partnership (LP) is a business partnership that includes at least one general partner and at least one limited partner. Limited partners have minimal liability and management oversight of the operations. An LP is common in single-purpose scenarios like a real estate transaction.

Limited Liability Partnership

The LLP structure is common in professional service fields such as law firms, doctor’s offices, and accounting. Similar to an LLC, a limited liability partnership (LLP) is an agreement between partners that grants them limited liability. LLP requirements vary by state.

Influencer Partnership

An influencer partnership is a limited-scope agreement between an influencer or creator and a brand to create and publish branded social media content.

Sponsorship Partnership

A sponsorship is a collaboration between businesses, nonprofits, or media companies where one company pays for access to promote their goods and services to the other company’s audience.

When I write proposals, I always aim to personalize each one and find the right balance between personable and professional. While the nuances of each partnership model vary, there are a few common elements that every partnership business proposal should have.

Executive Summary

Hook your reader’s attention with a summary explaining the partnership concept, key benefits, and a table of contents.

List each partner with their contact and background information. Specify the role each will have, and whether they are a general or limited partner. Make it visual, with photos or logos.

Goals and Objectives

All good partnerships start with shared goals. Explain your goals and dreams for the partnership, from a high-level vision to specific objectives.

Share who your audience is and any key demographics. Make sure that your audience will fit with the partner’s audience, and vice-versa. An audience is a key selling point for partners, especially with influencer or sponsorship partnerships. Some brands go as far as account mapping to identify customer overlap, but general audience data can be as effective.

Scope of Work

Next, define the scope of work and projects to be covered with the partnership. If this is for a limited-scope project like an influencer collaboration, give a precise breakdown of project steps. If this is for a general partnership, JV, or LP, list target activities and deliverables and who is responsible for each. Give timelines as appropriate.

Benefits and Challenges

If you’ve ever written a business plan, you’re likely already familiar with the SWOT analysis (strengths, weaknesses, opportunities, threats). Similar to this, give an abbreviated analysis of:

• Challenges that will need to be tackled.
• Benefits to the collaboration.
• Market research and industry analysis.

Legal and Financial Information

Propose terms and conditions for the partnership, like payment and revenue-sharing structures. Spell out who will own intellectual property generated by the company and how royalties will be distributed. Address how disputes or a partnership dissolution would be handled. ​​

To test this out, I wrote a general partnership proposal between a web designer and a web developer who want to team up to start a website studio. I used HubSpot’s partnership business proposal template to build a professional proposal outlining the partnership benefits and structure.

Creating a compelling partnership proposal requires a clear understanding of your potential partner's needs and how your collaboration can meet those needs. To simplify this process and ensure you have all the required information, consider using HubSpot Sales Software . This tool can help you gather insights, track interactions, and manage your proposal process more efficiently.

Here are the steps I took to create the proposal.

1. Outline the Benefits

To convince your partner, make the case why it’s worth them sharing their time (and profits) with you.

I started my proposal with an executive summary envisioning why the partnership would appeal to future clients. That leads into a “Benefits of Collaboration” section where I clearly outline the mutual advantages.

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Free PDF Business Plan Templates and Samples

By Joe Weller | September 9, 2020

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We’ve gathered the most useful collection of business plan PDF templates and samples, including options for organizations of any size and type.

On this page, you’ll find free PDF templates for a simple business plan , small business plan , startup business plan , and more.

Simple Business Plan PDF Templates

These simple business plan PDF templates are ready to use and customizable to fit the needs of any organization.

Simple Business Plan Template PDF

This template contains a traditional business plan layout to help you map out each aspect, from a company overview to sales projections and a marketing strategy. This template includes a table of contents, as well as space for financing details that startups looking for funding may need to provide. 

Download Simple Business Plan Template - PDF

Lean Business Plan Template PDF

This scannable business plan template allows you to easily identify the most important elements of your plan. Use this template to outline key details pertaining to your business and industry, product or service offerings, target customer segments (and channels to reach them), and to identify sources of revenue. There is also space to include key performance metrics and a timeline of activities. 

Download Lean Business Plan Template - PDF

Simple 30-60-90 Day Business Plan Template PDF

This template is designed to help you develop and implement a 90-day business plan by breaking it down into manageable chunks of time. Use the space provided to detail your main goals and deliverables for each timeframe, and then add the steps necessary to achieve your objectives. Assign task ownership and enter deadlines to ensure your plan stays on track every step of the way.

Download Simple 30-60-90 Day Business Plan Template

PDF | Smartsheet

One-Page Business Plan PDF Templates

The following single page business plan templates are designed to help you download your key ideas on paper, and can be used to create a pitch document to gain buy-in from partners, investors, and stakeholders.

One-Page Business Plan Template PDF

Use this one-page template to summarize each aspect of your business concept in a clear and concise manner. Define the who, what, why, and how of your idea, and use the space at the bottom to create a SWOT analysis (strengths, weaknesses, opportunities, and threats) for your business. 

Download One-Page Business Plan Template

If you’re looking for a specific type of analysis, check out our collection of SWOT templates .

One-Page Lean Business Plan PDF

This one-page business plan template employs the Lean management concept, and encourages you to focus on the key assumptions of your business idea. A Lean plan is not stagnant, so update it as goals and objectives change — the visual timeline at the bottom is ideal for detailing milestones. 

Download One-Page Lean Business Plan Template - PDF

One-Page 30-60-90 Day Business Plan Template

Use this business plan template to identify main goals and outline the necessary activities to achieve those goals in 30, 60, and 90-day increments. Easily customize this template to fit your needs while you track the status of each task and goal to keep your business plan on target. 

Download One-Page 30-60-90 Day Business Plan Template

For additional single page plans, including an example of a one-page business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."

Small Business Plan PDF Templates

These business plan templates are useful for small businesses that want to map out a way to meet organizational objectives, including how to structure, operate, and expand their business.

Simple Small Business Plan Template PDF

A small business can use this template to outline each critical component of a business plan. There is space to provide details about product or service offerings, target audience, customer reach strategy, competitive advantage, and more. Plus, there is space at the bottom of the document to include a SWOT analysis. Once complete, you can use the template as a basis to build out a more elaborate plan. 

Download Simple Small Business Plan Template

Fill-In-the-Blank Small Business Plan Template PDF

This fill-in-the-blank template walks you through each section of a business plan. Build upon the fill-in-the-blank content provided in each section to add information about your company, business idea, market analysis, implementation plan, timeline of milestones, and much more.

Download Fill-In-the-Blank Small Business Plan Template - PDF

One-Page Small Business Plan Template PDF

Use this one-page template to create a scannable business plan that highlights the most essential parts of your organization’s strategy. Provide your business overview and management team details at the top, and then outline the target market, market size, competitive offerings, key objectives and success metrics, financial plan, and more.

Download One-Page Business Plan for Small Business - PDF

Startup Business Plan PDF Templates

Startups can use these business plan templates to check the feasibility of their idea, and articulate their vision to potential investors.

Startup Business Plan Template

Use this business plan template to organize and prepare each essential component of your startup plan. Outline key details relevant to your concept and organization, including your mission and vision statement, product or services offered, pricing structure, marketing strategy, financial plan, and more.

‌Download Startup Business Plan Template

Sample 30-60-90 Day Business Plan for Startup

Startups can use this sample 30-60-90 day plan to establish main goals and deliverables spanning a 90-day period. Customize the sample goals, deliverables, and activities provided on this template according to the needs of your business. Then, assign task owners and set due dates to help ensure your 90-day plan stays on track.

‌Download Sample 30-60-90 Day Business Plan for Startup Template 

For additional resources to create your plan, visit “ Free Startup Business Plan Templates and Examples .”

Nonprofit Business Plan PDF Templates

Use these business plan PDF templates to outline your organization’s mission, your plan to make a positive impact in your community, and the steps you will take to achieve your nonprofit’s goals.

Nonprofit Business Plan Template PDF

Use this customizable PDF template to develop a plan that details your organization’s purpose, objectives, and strategy. This template features a table of contents, with room to include your nonprofit’s mission and vision, key team and board members, program offerings, a market and industry analysis, promotional plan, financial plan, and more. This template also contains a visual timeline to display historic and future milestones.

Download Nonprofit Business Plan Template - PDF

One-Page Business Plan for Nonprofit Organization PDF 

This one-page plan serves as a good starting point for established and startup nonprofit organizations to jot down their fundamental goals and objectives. This template contains all the essential aspects of a business plan in a concise and scannable format, including the organizational overview, purpose, promotional plan, key objectives and success metrics, fundraising goals, and more.

Download One-Page Business Plan for Nonprofit Organization Template - PDF

Fill-In-the-Blank Business Plan PDF Templates

Use these fill-in-the-blank templates as a foundation for creating a comprehensive roadmap that aligns your business strategy with your marketing, sales, and financial goals.

Simple Fill-In-the-Blank Business Plan PDF

The fill-in-the-blank template contains all the vital parts of a business plan, with sample content that you can customize to fit your needs. There is room to include an executive summary, business description, market analysis, marketing plan, operations plan, financial statements, and more. 

Download Simple Fill-In-the-Blank Business Plan Template - PDF

Lean Fill-In-the-Blank Business Plan PDF

This business plan is designed with a Lean approach that encourages you to clarify and communicate your business idea in a clear and concise manner. This single page fill-in-the-blank template includes space to provide details about your management team, the problem you're solving, the solution, target customers, cost structure, and revenue streams. Use the timeline at the bottom to produce a visual illustration of key milestones. 

Download Fill-In-the-Blank Lean Business Plan Template - PDF

For additional resources, take a look at " Free Fill-In-the-Blank Business Plan Templates ."

Sample Business Plan PDF Templates

These sample business plan PDF templates can help you to develop an organized, thorough, and professional business plan.

Business Plan Sample 

This business plan example demonstrates a plan for a fictional food truck company. The sample includes all of the elements in a traditional business plan, which makes it a useful starting point for developing a plan specific to your business needs.

Download Basic Business Plan Sample - PDF

Sample Business Plan Outline Template

Use this sample outline as a starting point for your business plan. Shorten or expand the outline depending on your organization’s needs, and use it to develop a table of contents for your finalized plan.

Download Sample Business Plan Outline Template - PDF

Sample Business Financial Plan Template

Use this sample template to develop the financial portion of your business plan. The template provides space to include a financial overview, key assumptions, financial indicators, and business ratios. Complete the break-even analysis and add your financial statements to help prove the viability of your organization’s business plan.

Download Business Financial Plan Template

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For more free, downloadable templates for all aspects of your business, check out “ Free Business Templates for Organizations of All Sizes .”

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12 Best Business Partnership Proposal Templates to Streamline Collaboration

Written by: Idorenyin Uko

Strategic partnerships are critical to any growth-focused business strategy.

But one thing’s for sure: landing the right strategic partnership isn't a walk in the park.

Without the right proposal template, you may struggle to create a well-written and hyper-targeted business partnership proposal that communicates the benefits of the proposed collaboration.

That’s why we’ve rounded up 12 business partnership proposal templates to streamline your collaboration. Our proposal templates will save you time and effort by providing a predefined structure, content, visuals and design. With a few clicks, you can easily create a professional-looking partnership proposal in minutes.

We will also discuss how to write a winning business partnership proposal.

Ready? Let’s get to it!

Table of Contents

What is a business partnership proposal, 12 business partnership proposal templates, how to write a proposal for business partnership, partnership proposal faqs.

• A partnership proposal is a written document that outlines a business' desire to form a partnership or joint venture with another company.
• Visme offers extensive templates to help you create impressive partnership proposals in minutes.
• To write a proposal for a business partnership, research your prospective partner, choose a customizable proposal template , write the content, customize your proposal, add interactive elements and download and share it with your prospective partners.
• Use Visme’s proposal maker to create killer partnership proposals that attract partners and drive business growth.

A business partnership proposal is a document that outlines the details of a potential collaboration between two or more businesses.

This type of business proposal is written by a company that wants to enter into a partnership, collaboration or joint venture with another company.

The aim of writing a partnership proposal is to demonstrate interest in doing business with the proposed partner and to convince them that the collaboration would benefit all parties.

Business partnership proposals typically detail the objectives, goals and benefits of the partnership, as well as the roles and responsibilities of each partner. The proposal also specifies the terms of the agreement and any financial obligations that may arise from the partnership.

Having a partnership proposal aligns the interests of both the proposing entity and potential partners, ensuring they are on the same page and know what’s expected of them. It provides a written record of the agreed-upon terms and conditions, which can be revisited to ensure that both parties stay aligned with their agreements.

RELATED: 12 Best Business Partnership Proposal Templates to Streamline Collaboration

In this section, we’ve rounded up 12 customizable business partnership templates to get you started. These templates are professionally designed and span a wide range of industries. 

Here’s what one of our users had to say about Visme templates.

1. Retail Store Partnership Proposal

Put your best foot forward when proposing a partnership with this beautiful business proposal template. This partnership proposal features the company, value proposition, partnership details, what each partner gets, next steps and terms and conditions.

With an energetic orange color theme and stunning images, this template is sure to create a strong impression on your potential partners.

The beautiful images are strategically placed across all the pages to break up text and add visual appeal, while the geometric shapes add a dynamic and modern touch. You can easily customize this template to suit your unique needs. Swap the content with your own, change colors, fonts and images and even input your own logo.

2. Partnership Proposal Letter

Demonstrate a serious and committed approach to the proposed partnership with this proposal letter. Not only does this business partnership proposal letter lay the foundation for a successful collaboration, but it also facilitates discussions, negotiations and ongoing communication.

The opening paragraph introduces the company, while the body of the letter dives into the proposal for collaboration and its benefits. Towards the end of the letter, there's ample space for you to sign off or provide your contact details so prospects can easily reach out.

Overall, the document maintains a clean and organized appearance and is divided into well-structured paragraphs, each addressing different aspects of the partnership proposals. The color scheme is professional, combining corporate grays and subtle accents of muted green.

Add a touch of elegance by designing a clean header with your company's name and logo. With Visme’s free letterhead maker , you can design branded letterheads in minutes. And if you don’t have a logo, Visme has a free logo maker you can use to quickly make one.

3. Organizational Partnership Proposal

Looking to get potential partners enthusiastic about collaborating with your organization? This partnership proposal has everything you need.

It’s designed with the healthcare industry in mind, but you can easily customize it for other industries as well—pharmaceuticals, nonprofits, manufacturing and more. The template features an executive summary along with the partnership's objectives, benefits, impact and process.

These key sections clarify the terms and expectations of the partnership, minimizing misunderstandings and ensuring that both parties are on the same page.

When it comes to visuals, this business partnership proposal template is a masterpiece. Each section of the proposal is clearly defined with orange-colored blocks or borders. The rich blend of white and shades of green gives the templates an elegant feel.

These designs not only guide the reader but also add a cohesive look to the overall document. Spice up your partnership proposals with beautiful icons , photos and videos —all sourced from the Visme library.

4. Partnership Investment Proposal

This eye-catching partnership investment proposal template is your golden ticket to attracting big investors to fund or partner with your business. The collaborative goals provide a clear direction for the partnership. Also, the proposed partnership framework, investment opportunity, SWOT analysis and exit strategies are clearly communicated.

With these key sections, all parties have a mutual understanding regarding their roles, responsibilities and expectations. It can also serve as a key performance indicator to measure progress, assess performance and make data-driven decisions.

This proposal offers a visual experience that leaves a positive and memorable impact. The cover page sets the tone with a seamless blend of deep purple transitioning into a radiant yellow gradient. On the rest of the pages, the sprinkle of icons, characters and images enhances its overall visual appeal.

If you don’t find the perfect visuals, tap into Visme’s AI image generator . Just describe what you want to create and watch the tool generate your unique visuals in seconds. You can choose from several output styles—photos, paintings, pencil drawings, 3D graphics, icons, abstract art and more.

5. Finance Consultancy Partnership Proposal

Show potential business partners why they should grab the opportunity to collaborate with your company. It includes information about your company, achievements, what the proposed partnership is about and what they’ll get, as well as your responsibilities, next steps and FAQs.

The trendy design layout makes this sample business partnership proposal stand out. It features monochrome images, exciting colors, high-res stock images, colorful icons and professional fonts—everything you need in a well-rounded partnership proposal template.

If you have custom images you want to use in your proposal that need editing, Visme’s AI Edit Tools can help. You can edit, touch up, unblur and upscale your photos with a single click; no design or coding needed.

6. Management Company Partnership Proposal

Looking to drive business growth through strategic business partnerships? This creative business partnership proposal template has everything you need to seal your next big partnership deal.

The captivating color palette and thoughtfully designed layout ensure that you leave a lasting impression on potential partners. This template's stunning visual appeal doesn't just stop there; it seamlessly directs attention to your textual content.

It features several customizable pages covering critical sections of your proposed partnership models, terms and conditions and company history—everything required to showcase your brand services and why the client should choose your company over others.

Another upside of using Visme is that you can easily customize any copy to your brand and purpose. Visme’s AI writer lets you craft engaging copy for your partnership proposal in seconds. Provide a detailed prompt with more context and watch the tool unleash its magic.

7. Music School Partnership Proposal

Create a partnership proposal that stands out from the rest with this music-themed proposal template. With dedicated pages for breaking down musical services, sharing testimonials and outlining expenses, this template makes it easy for clients to understand the scope of your services and how you can help them achieve their musical goals.

This template combines sleek design elements, high-quality vector icons and stunning stock photos to showcase your music agency's unique style and professionalism.

Notice how the business partnership proposal template deploys stunning images of musical instruments. Each photograph is carefully chosen to complement the purple color scheme, creating a visually cohesive and aesthetically pleasing experience.

If you’re short on time and need your proposal ready in seconds, you can use Visme’s AI Document Generator . Just describe the document you want to create in detail and the chatbot will recommend styles. Choose the one you like that matches your topic and brand and let AI create your design.

Visme lets you fully customize your project. You can select a color theme, adjust text, add photos, videos and graphics from Visme’s free assets library or generate new ones with Visme AI tools.

8. Fashion Brand Partnership Proposal

Set the tone for a mutually beneficial relationship using this dazzling partnership proposal template.

This fashion-themed template boasts a stunning color scheme complemented by a sophisticated font selection that will undoubtedly draw attention to your content. The fashion sketches and illustrations of models wearing lilac-inspired outfits embody the essence of your fashion brand.

Use it to communicate what your brand is about, its services, the benefits of partnering with your brand and the terms and conditions with prospective partners. To make this template your own, simply replace the placeholder text with yours and select from a variety of visual assets to enhance it.

Keep your proposal and other projects on brand with the help of Visme’s brand wizard . Just input your website and the tool will grab your brand assets and save them to your brand kit. That way, you don’t have to manually set your branding whenever you work on a design project.

9. Partnership Proposal

Craft a compelling business partnership proposal that showcases the benefits of collaborating with your company using this visually appealing template. With ample whitespace and a clean design, this template allows you to focus on the substance of your proposal and effectively communicate your vision for a successful partnership.

It has a captivating design with a bold color scheme, striking vector icons and high-resolution stock images that you can easily replace to suit your needs. Turn your document into an immersive experience with animation and interactive elements .

With pop-ups and hover effects, you can easily provide more information without overwhelming your audience. Moreover, you can link content blocks or pages of your proposal to a particular page on your website.

10. Finance Consulting Partnership Proposal Presentation

If you’re looking to present your proposal to stakeholders, this presentation template is what you need. This template is a premier choice for financial professionals, including consultants, CFOs and businesses seeking to cultivate meaningful partnerships.

With its user-friendly interface and eye-catching visuals, your proposal is certain to make a lasting impression on potential partners. It features dedicated sections for company profiles, service offerings, case studies, notable achievements and partnership proposals.

The template's contemporary aesthetic—complete with fresh fonts, vibrant colors and insightful charts, graphs and infographics—streamlines the process of presenting complex financial analysis and revenue projections.

If you need your presentation ready in minutes, Visme's AI presentation maker can come in handy. It lets you create ready-to-use presentations in a fraction of the time. Not only does the tool cut down on content production time, but it also makes the entire process convenient.

11. Payment App Brand Collaboration Proposal

If you’re looking for a tech or fintech-related proposal that will attract potential partners for your business, look no further! Our brand collaboration proposal template is designed to help you showcase the advantages of your payment app and present a persuasive partnership proposal to potential collaborators.

With high-quality graphics, smart design elements and engaging font styles, this template will make a lasting impression. The template includes vital sections such as project objectives, payment app features, statistics and proposed partnership alignment, enabling you to present your proposal meticulously.

Confidently demonstrate the value your payment app can bring to potential partners and secure the collaborations you need to take your business to the next level.

If you’re working on the proposal with your team, Visme streamlines collaboration across teams of all sizes. You can add team members to your project, control permissions and enable real-time editing.

The workflow management feature helps you manage projects easily in Visme. Team members can edit, leave feedback, reply and resolve comments in real-time. Assign projects to team members, set deadlines, manage roles and track progress all in one place.

12. Sports Brand Collaboration Proposal

Looking to make a splash in the sports industry? Our athletic-themed collaboration proposal template is an excellent pick. This powerful template is designed to help you stand out among competitors and engage potential sports partners.

From brand history to partnership objectives, benefits and a clear collaboration structure, this template contains key information for a winning partnership proposal. The stunning visuals, dynamic design elements and tailored content for the sports industry will help solidify your brand's presence and make a lasting impression on your potential partners.

Use this proposal as a documented reference for the agreed-upon terms and conditions, which can be revisited as needed to ensure that both parties stay aligned with their initial agreements.

If you’re looking to share this proposal with multiple prospective partners, you can easily customize it using dynamic fields . Create custom fields like company name, address and contact person and swap the information in each document with a single click.

Once you’re satisfied with the look and feel of your proposal, you can either share it with an online link or download it in multiple formats—PDF, image and video.

Writing a great proposal can increase your chances of success when it comes to securing your next big partner. Follow the steps below to create an incredible business partner proposal that grabs attention and puts your organization in the best light.

1. Research Your Prospective Partner

Before you start creating your proposal, you need to collect as much information as possible about the company you’re reaching out to.

Who are they? What are their interests? What are their pain points? Look out for information about their:

• History and culture
• Industry performance and market share
• Business model and strategies
• Products, services and offerings
• Founders and team members
• Latest news and developments
• Other brand collaborations and partnerships

So where do you find information? Look at their websites, social media, review sites and public domains. Research helps you identify if they’re a good fit. It also shows you’ve done your homework and are serious about building a relationship with them. Ultimately, it will help you craft a compelling proposal that aligns with their interests, goals, mission and values.

2. Choose a Template

Now that you’ve gathered the information, it’s time to create your proposal. But before you put down the content, we recommend starting with a premade template.

Here’s why. Creating a partnership proposal from scratch can be daunting and time-consuming.

Ready-made templates give you a creative head start. Not only are they professionally designed, but they also have functional layouts, key sections and content on each page.

All you have to do is swap out the placeholder content and visuals and your proposal will be ready in seconds. Feel free to select any of the templates we’ve shared in this article or check out Visme’s proposal template library for more.

3. Write the Content of the Partnership Proposal

The next step is to plug the proposal content into the template you’ve selected.

Begin your proposal with an introduction or executive summary that communicates the purpose of your proposal. Next, share a brief overview of your company, including its history, mission and achievements.

Then, set the tone by defining your proposed partnership and how it will benefit each partner.

Describe the nature of the collaboration, detailing the roles and responsibilities of each party. Clearly outline how the partnership will work, including joint projects, initiatives or shared resources. Specify the financial aspects of the partnership, including any investments, revenue sharing or cost-sharing arrangements.

Then, discuss the legal framework, including any contractual agreements, terms and conditions, intellectual property rights and dispute resolution procedures. Include a termination clause that outlines the circumstances under which the partnership can be terminated, including breach of contract, change of ownership or mutual agreement.

​Summarize the key points of the proposal, reiterate the benefits of the partnership, express enthusiasm and share the next steps for the potential collaboration. Remember to include contact details so potential partners can easily reach out for further discussions or clarifications.

When creating content, keep it concise, use engaging language and focus on how it benefits the reader instead of solely on yourself.

4. Customize Your Partnership Proposal

Now that your content is handy, it’s time to put the finishing touches to your proposal. With Visme’s intuitive editor, you can easily drag and drop assets around the editor.

The tool lets you modify the fonts, text size, color, style placement and more. There’s also an option to use or replace the built-in graphics and visuals in the editor.

Easily personalize the proposal design so it aligns with your brand guidelines . You can apply the colors, add logos and change fonts in your proposal to match your branding.

Visme offers millions of free vector icons, stock photos, illustrations, backgrounds, characters and more. Access beautiful charts, graphs, maps and other data visualization tools to visualize financial data like growth trajectory, partnership levels and benefits.

5. Make Your Proposal Interactive

If you plan on sharing your proposal online, incorporate animation and interactive elements to make it engaging, interactive and immersive. Visme offers multiple features to increase your proposal engagement.

• Add interactive pop-ups and hover effects to reveal more information when clicked or hovered over.
• Transform your proposals into page-turners with the Flipbook effect .
• Deploy pre-animated assets, including graphics, icons, characters, illustrations and gestures.
• Apply animation and motion effects to text and graphics.
• Add animated enter and exit effects to your design elements.
• Embed YouTube videos, Loom recordings, polls, surveys, quizzes and other interactive content.
• Connect with third-party integrations like Typeform, Google Maps, GIPHY, Loom and more to create custom content.

6. Download and Share

Once you’ve finished designing your partnership proposal, there are multiple sharing and download options available.

If you’re looking to share your proposal offline—via email or printed copy—you can download your partnership proposal in PDF, PPTX (for presentations), JPG, PNG and HTML5 (offline web) formats.

We recommend using the online sharing option to retain animations and interactive elements in your proposal.

You can generate a public or private shareable link for your proposal or share it directly on social channels like Slack. There’s also an option to generate an embed code for your proposal and add it to your website or landing page using a snippet of code.

Q. How Do You Pitch a Partnership Proposal?

Pitching your partnership proposal is crucial in securing a viable business partner.

Here's a guide on how to pitch a partnership proposal:

• Understand the needs, goals, motivations and preferences of your prospect.
• Connect with your audience by highlighting shared values, goals or specific pain points you can solve.
• Focus on the benefits and value proposition.
• Define and communicate the value of the business collaboration at every stage.
• Personalize it to the needs of your potential partner.
• Demonstrate your company's expertise, experience and success stories.
• Share examples or case studies of successful collaborations or similar partnerships.
• Address potential concerns or objections your potential partner might have.
• Keep your audience engaged with compelling stories and make it a dialogue.
• Show enthusiasm and excitement about the partnership and the value it can bring.
• Clearly outline the next steps in the process. This could be scheduling a follow-up meeting, providing additional information or formalizing the agreement.

Q. What Should Be Included in a Partnership Proposal?

A partnership proposal should include the following elements:

• Introduction and executive summary
• Company overview
• Objectives of the partnership
• Benefits of the partnership
• Details of the proposed collaboration
• Scope of work/program offerings
• Roles and responsibilities of each partner
• Financial terms and contributions
• Legal agreements and governance structure
• Next steps and contact information

Q. What Is the Main Purpose of a Partnership Proposal?

The main purpose of a partnership proposal is to demonstrate the value and potential, address any concerns or doubts and convince the potential partner(s) to join forces and pursue the opportunities presented.

Create Stunning Proposals in Minutes With Visme

And that’s a wrap. Partnering with other businesses can help you expand your reach, boost sales and achieve mutual success. However, you need a compelling business proposal to increase your chances of securing the much-needed brand collaboration or partnership.

We’ve shared customizable templates to help you create captivating partnership proposals and shown you how to create one with Visme.

Now it's time to create yours. With Visme's online proposal maker , you can whip up attention-grabbing proposals in minutes. It offers an intuitive drag-and-drop editor, ready-made proposal templates and cutting-edge features that streamline your proposal creation process.

Sign up to create winning proposals and attract the right partnership with Visme.

Create beautiful partnership proposals in Visme

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How to create your partner business plan in 5 easy steps

One of the partner business plan tools we use with our small firm clients is the STAGe model. This is widely used to create 3-year or 12-month business plans for them. The good news is that it is versatile enough to help you create your 3-year partner business plan or 12-month partner business plan or vision for your practice. In this article ,I explain how to use the tool, plus you can download a template to create your 3-year partner business plan or 12-month partner business plan for your own practice. 

What does the tool enable you to do?

The STAGe Tool is a one-page vision summarising your practice’s expected performance over the next 3 years or 12 months. It gives you a simple visual way to explain how your practice will develop in the future. In other words, it acts as a very simple, but highly effective tool to help you create your partner business plan – a key component of your business case for partner.

The tool consists of 5 circles that correspond to now, year 1, year 2, year (or the timescales of your choice.), or Q1, Q2, Q3, Q4. The circles are dissected by axes which represent the performance measures that best illustrate how your practice will develop. Each performance measure is broken down into what it will be at each year. This article assumes you are creating a 3-year partner business plan. However, you can also use the same template to create a 12-month partner business plan.

Click here to download your free PDF of the STAGe model to help you rapidly put together your partner Business plan.

Here is a completed STAGe tool:

Stage 1: Envision the future

Take a moment to think about where you want your practice to be in 3 years if you are successful at the partnership vote. (Or 12 months if you are being asked to create a 12-month partner business plan) You may find it useful to do this exercise away from your desk and distractions.

You may like to consider the following areas:

• Average spend?
• Services offered?
• Key accounts won? Or were panels appointed too?
• Revenue and/or GRF?
• Key metrics which are important for your firm, e.g. WIP, Lockup, utilisation?
• Contribution to the firm?
• Structure of your team/practice?
• Development required?

Business Development

• No. of leads required a month?
• Referrers needed?
• Sectors/markets/Niche to target?

Read: What needs to go in the 12-month marketing plan for your business case for partner

Stage 2: Identify the really important metrics or things for your practice

In stage 2, you identify what are the really important things for you and your practice. Those things that if you focus on them you will achieve your 3-year. These then become the axes on your STAGe diagram. Ideally, you will identify 8-12 measures of performance to accurately show how you will grow your practice in the next three years.

One of the most sought-after courses in our Progress to Partner Academy i s called “ How to Build a Cast-Iron Business Case for Partner” .It’s a must-have in your arsenal of tools and guidance to help with your career progression. There is also a section in Progress to Partner Academy on the Partnership Admissions process with guides and recordings to help you find your way through the system. Check it out!

Stage 3: Identify your year 3 performance measures

Now take the STAGe template and label your performance measures and name the years on the concentric circles. For each performance, measure the axis and add what you are currently achieving. You now want to define your year 3 performance measures. By defining year 3 first you can then work backward towards your 12-month targets.

It can be very helpful to start the year 3 discussions by considering the fundamental financial measures for your practice such as revenue, GRF, turnover, profit, or contribution. This is because they are normally easier to complete, and it often sets the agenda for the rest of the performance measures.

Stage 4: Identify year 1 and 2 performance measures

Once you have completed your year 3 performance measures you then want to work along each of the performance measures axes to complete year 1 and year 2 goals. You may like to use questions such as:

“If I am to achieve this level of performance in year 3, what level should I achieve in year 2?”

Then…

“If I am to achieve this level of performance in year 2, what do I need to achieve in year 1? Is this too big a stretch from where I am now?”

At the end of this stage, you should have a fully completed diagram with each performance measure having a number or statement for each year on the diagram.

Stage 5: Critically review your partner business plan

Now you have completed the partner business plan, it is time to critically review it. That means:

• Are the targets really feasible? Do the numbers stack up and relate to each other?
• Is it stretching enough? Or could you easily achieve more?
• Have you missed anything? Is anything really obvious? Any blind spots?

If you haven’t already click here to download your free PDF of the STAGe model to help you rapidly put together your partner Business plan.

Once you have completed your partner business plan, it’s time to get feedback on it, plus identify the projects or activities which are critical to achieving your year 1 targets.

For more guidance on how to progress your career in your firm why not  sign up to my weekly newsletter here   and you’ll find out what you need to be working on in your career development (and how to make the time for your career development) to progress your career in your firm.

Or Check out our  How to Build a Cast-Iron Business Case for Partner self study course .  ✔️ What makes a good Business Case for Partner ✔️ 5 things you need to consider so the partners take notice of you ✔️ What needs to go into your 12-month business development plan

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Partnership Plan Template

What is a Partnership Plan?

A Partnership Plan is a business strategy that outlines the goals, objectives, and actions of a company’s partnerships. This plan is designed to ensure the company is getting the most out of its partnerships and that each partner is receiving the value they need from the relationship. The plan should include the goals of the partnership, the resources available to both parties, and a timeline for implementation. It should also include measurable targets (KPIs) to track the success of the partnership.

What's included in this Partnership Plan template?

• 3 focus areas
• 6 objectives

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

Who is the Partnership Plan template for?

This Partnership Plan template is designed for business development teams or managers in any industry to create a plan for their partnership approach. The template is designed to help teams develop a comprehensive and effective roadmap for their partnerships that will enable business growth. The template includes actionable steps and measurable targets to help teams stay on track and measure the success of their partnerships.

1. Define clear examples of your focus areas

The first step in creating a Partnership Plan is to identify the focus areas you would like to address. A focus area is a broad topic that you would like to address through your partnerships. Examples of focus areas could include developing and strengthening partnerships, enhancing partner capabilities, or streamlining partner onboarding. Once you have identified your focus areas, you can begin to create objectives and set measurable targets to tackle each.

2. Think about the objectives that could fall under that focus area

Once you have identified your focus areas, you can begin to think about the objectives that could fall under each. Objectives are specific goals that you would like to achieve. Examples of some objectives for the focus area of Developing and Strengthening Partnerships could be: Increase Number of Partnerships, and Improve Partner Engagement.

3. Set measurable targets (KPIs) to tackle the objective

Once you have identified your objectives, it is important to set measurable targets (KPIs) to track the success of each. KPIs are quantifiable metrics that enable you to measure the success of your objectives. For example, under the objective of 'increase the number of partnerships,' a KPI might be to 'increase the number of partnerships from 5 to 10.'

4. Implement related projects to achieve the KPIs

Once you have identified your KPIs, you can begin to think about the projects (actions) that you can implement to achieve them. Projects are specific actions that can be taken to achieve the desired KPI. For example, under the KPI of 'increase the number of partnerships from 5 to 10,' the project could be to 'create a partnership acquisition plan.'

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is a powerful tool that can help you accelerate the implementation of your partnership plan. With Cascade, you can easily track the progress of your partnership plan and take action quickly to ensure success.

Business Plan for Partnership Firm

A business plan for partnership firm is recommended for anyone entering into a business partnership. 3 min read updated on November 02, 2020

A business plan for a partnership firm is recommended for anyone entering into a business partnership. A business partnership is two or more people working together to run a business. Each person takes on equal risks and rewards that come from the business. A proper business plan is ideal for handling current and future business decisions.

Steps For Planning a Business Partnership

• Write a mission statement to clearly state the direction and goals the business plans to take. By writing a mission statement, the partners agree to the company's direction now and in the future.
• Develop a reimbursement plan for the costs and investments incurred during startup. The amount of money provided for the startup is not always equal. Therefore, it is beneficial to make a plan that takes this into account with repayment and returns on investment. Avoiding arguments over the value of the startup amount versus levels of sweat equity will be removed with a reimbursement plan.
• Create a method to resolve partner disputes. If an odd number of members are part of the partnership, you can choose to vote democratically. In the case of two partners, the partners may split areas of the business having the final say. For example, one person can make final decisions on marketing and sales planning, while the other person makes final decisions on financial planning.
• Appoint an outside panel of advisors, or ombudsman , to resolve any internal disputes. Trusted experts should always be used to avoid ruining the partner relationship.
• Divide all the responsibilities of the partners related to labor and management and assign the amount of compensation they will receive. The compensation is not always equal based on the workload the partner takes on.
• Request that outside experts review the partnership agreement for any legal or accounting mistakes. The experts may be able to point out unknown problems that exist in the agreement. This review should take place before the partnership begins business operations.

Partnership Deed

A partnership deed and partnership agreement are the same, but the partnership deed is in writing . A partnership agreement can exist solely through verbal communications or actions. A partnership deed is recommended for businesses as it clearly defines the terms of the partnership.

The partnership deed helps prove the agreed-upon terms if there are any conflicts. Without a deed, the rules to settle disputes will fall to the state laws where the partnership exists. This creates another issue where one partner may file suit to benefit from the existing laws. Legal action can be avoided with a partnership deed that lists all details of the business that the partners agreed to when they began the business.

Partner Business Plans

When legal firms are looking to add a new partner, a well-written business plan that shows the new partners' intent to grow the business will make them stand out from the rest of the applicants. The business plan should exceed the expectations of the firm.

The key elements of the business plan are:

• Create an introduction that details your professional history, areas of expertise, and why you are the right fit for the firm.
• Provide market research and analysis of the needs of the local area, what competition exists, and why the firm offers the best way to reach this marketplace.
• Describe your current client base, prospective clients, and untapped areas you'd like to reach.
• Include any cross-selling opportunities that exist with current and prospective clients.
• Share ways you can develop business sources including publications, speeches, client seminars, newsletters, and similar.
• Explain your long-term strategy to meet the goals and targets that will benefit the firm.
• Show a history of collections, billing rates, and billable hours and projections for the current year, three-years, and five-years.
• Time the partners must invest.
• Key staff will be needed (paralegals, secretaries, etc.)
• Travel expenses.
• Marketing materials,
• Presentations.
• Foreign language skill requirements.

End with a conclusion that is creative recaps the important points in the plan, what value will be added to the firm, and why you are the best fit for the firm.

If you need help with a business plan for a partnership firm, you can post your legal need on UpCounsel's marketplace. UpCounsel accepts only the top 5 percent of lawyers to its site. Lawyers on UpCounsel come from law schools such as Harvard Law and Yale Law and average 14 years of legal experience, including work with or on behalf of companies like Google, Menlo Ventures, and Airbnb.

Hire the top business lawyers and save up to 60% on legal fees

Content Approved by UpCounsel

• Limited Partnership Rules: Everything You Need To Know
• Purpose of Partnership: Everything You Need To Know
• Authority of Partners in Partnership: What You Need to Know
• Partnership Agreement Between Company and Individual
• Limited Company Partnership Agreement
• How to Make a Partnership Agreement Legally Binding?
• Contract for Business Partners
• Disadvantages of Partnership
• General Partnership
• Partnership and Company

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Legal Templates

Home Partnership Agreement Small Business

Small Business Partnership Agreement Template

Use our small business partnership agreement to detail all the key information of a partnership for a small business.

Updated July 2, 2023 Written by Sara Hostelley | Reviewed by Brooke Davis

A small business partnership agreement is a written contract between partners in a small business, setting out each partner’s duties, rights, and profit sharing. It prevents misunderstandings and disputes and protects the company and its partners.

A successful small business partnership is akin to a strong relationship. Both entail not just short-term mutual benefits but long-term compatibility. You need to have the same business vision, mission, and goals. However, under the pressure of starting a new business, problems arise and can turn into major setbacks.

Therefore, a small business partnership agreement template should govern the business.

What is a Small Business Partnership Agreement?

When to use a small business partnership agreement, what to include in a small business partnership agreement, small business partnership agreement sample.

A small business partnership agreement defines the precise guidelines for a small business partnership’s successful operations and the roles each partner will play.

The partnership agreement includes how profits and losses are shared amongst the partners, how the business will run in case of a partner withdrawal, and each partner’s rights and obligations.

You should use a small business partnership agreement to form a small business partnership. A partnership agreement is a vital document in the decision-making process of a business.

The absence of such an agreement can negatively affect the decision-making process of both business partners.

For instance, if a partner withdraws from the business, guidelines should be outlined on whether the partnership should be dissolved or reformed.

There will always be conflicts and tough decision-making in the lifespan of a business. A partnership agreement helps to reduce and solve disputes between you and your partner.

Before the formation of any successful business partnership, there are crucial factors that should be put into consideration.

The following factors form the bedrock of any successful joint business:

• Decision making

It is important to note that you and your partner will not agree on everything concerning the business. Therefore, you should develop long-term solutions to dilemmas within the business.

Who needs to make the final say? Which decisions require undivided votes by the partners? You will have a peaceful business by drafting down a non-biased decision-making structure.

• Distributions

The main intention of building the business is to maximize the profits received. Your small business partnership agreement should entail how you will divide business profits and how much each partner will receive.

Your agreement should clearly describe how ownership will change in various scenarios. What happens when a partner withdraws? What are the chances of buying out or absorbing a new partner? What happens if one partner dies, retires, or goes bankrupt?

• Dispute resolution

If things fall apart between partners, how will the disagreements be resolved? Deciding how you will handle disputes sets the foundation for a friction-free business.

• Critical developments

Sometimes, the unpredictable happens, and your small business partnership agreement should address possible concerns and circumstances, such as; what happens when a partner falls sick. What are the retirement provisions?

• Dissolution

A partnership agreement should entail the steps to be taken when legally terminating the partnership. You might opt to do this after you and your partners disapprove of the future of your business.

• Contributions

Ensure you outline each partner’s role in the business formation and running of finances. In your small business partnership agreement, define what each partner brings- monetary value, time, customers, efforts, liabilities, etc.

The below small business partnership agreement template allows you to quickly fill in the blanks and get your partnership up and running. Download in PDF or Word format.

Related Documents

• Business Plan : A plan that guides you through each stage of starting and growing your business.
• Partnership Agreement Amendment : A document detailing any changes to a Partnership Agreement.
• Assignment of Partnership Interest : A legal document that transfers the rights to receive benefits from an original business partner to a new business partner.
• Business Proposal : Use this document to form new relationships with other businesses and organizations.
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Business Partnership Proposal

Proposal maker.

Every business partnership existing out there started with a business partnership proposal. A business partnership proposal enables you to determine the feasibility of the terms agreed between companies or businessmen. You may also like  budget proposal examples .

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Writing a business partnership proposal involves extensive research by both parties in order to be able to identify the right information needed for the proposal. Keep in mind that business proposals are one of the keys that will help you in expanding your business as well as building quality relationships with other businesses. You may also check out  fundraising proposal examples .

7. Business Partnership Proposal Form Example

Size: 128 MB

Writing any kind of proposal can be intimidating. Your business proposal should always make sure that you will be able to convince your potential client or partner that you and your business is their best choice and a perfect fit for a potential client’s needs. The same thing should happen between you and your potential business partner. You have to make sure that you will be able to effectively sell yourself and your business through your business partnership proposal so you will be able to get that proposal approved and signed. You may also see  landscaping proposals .

Creating a business partnership proposal can be nerve-wracking. You should always keep in mind to have a clear mind and intentions and to make sure that you have the eye on determining not only what you could benefit from it but as well as your potential partner. Creating a business partnership proposal comes in two parts which are the pitch and the written proposal . In this article, we will be discussing both. You may also see  investment proposals .

8. Business Partnership Proposal with SME Businesses

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Why Do I Need a Business Partnership Proposal?

If you own a business and you want to get anywhere, you should be able to create a business partnership proposal that can help you in doing so. Having business partners is one way for your business to gain benefits that you cannot get when you are on your own such as access to new markets and even the expansion of customer bases. You may also see  non-profit proposals .

If you want to grow your business beyond its current state, you have to venture out into new possibilities and one that could really help you with that is to gain business partners. You can attain an effective business partner if you are able to create an equally effective business partnership as well. You may also see  commercial proposals .

Making an Effective Business Partnership Proposal

Basically, business partnership proposals are created usually, but not limited to, two companies to acquire benefits that will result from business partnership activities after having discussed and signed an agreement and contract. You may also see  request proposals .

For you to be able to gain the approval of the partnership if you are the one proposing to another business, you have to make sure that you will be able to address to your potential business partner common concerns that each of you have, each of your values and how to align it with each other, and each of your goals. You may also see  business proposal letters .

Aside from that, you may follow the following guidelines in order for you to be able to create an effective business partnership proposal:

1. Identify the common ground between you and a potential partner.

Before anything else, you have to first identify the common ground between you and the potential business individual you have been eyeing to partner with. Do not just propose to anyone without knowing whether you have indeed the chance. Aside from that, you have to make a research to know whether your potential business partner is reliable or not for as this could make or break your entire business. You may also check out  service proposal examples .

You should make sure that you have a similarity with your common interests as well as your core values in order to know whether you are dwelling on the same ground. By determining those before even pitching and drafting a business partnership proposal, you will be able to know first your chances of attaining a business partnership. You may also check out  project proposal examples .

2. Stress clearly the advantages for both parties.

Businessmen will always think of business and the ever-famous question,  “What’s in it for me?” especially when they deal with business proposals. In order to make sure that you will be able to create an effective bid, make sure that you will include and highlight the benefits and advantages a potential customer will get out from your business partnership. You may also see  short proposal examples .

3. State the main objectives of the business partnership.

Do not overlook outlining the goals and main objective for creating a business partnership. Any kind of proposal has these so as to make sure that creating a business partnership is based on a relevant aim and not just for the sake of attaining one. You may also see  simple proposal formats .

4. Indicate the terms and conditions.

You have to make sure that you will be able to stress out beforehand the terms and conditions of the business partnership proposal . This is to ensure that your potential and proposed partnership will be easy to manage and handle especially when it comes to the possible cancellation, confidentiality-related stipulations, and non-competition. You may also see  security proposal examples .

The Advantages of Having on a Business Partner

Sure, there will always a bad side to everything but having a business partner will always be beneficial rather than disadvantageous. You may also see  business proposal letters .

Here are some of the advantages of having a business partner:

Two is better than one

Two heads will always be better than one especially if you are still starting out to try and attain a business partner. It is way better to plan out for businesses especially if there is more than one mind that will be working on a business venture or project. You may also see  service proposals .

In business, problems are inevitable. With a business partner, you will not hoard all the problems but you will also get to share it with your business partner. Things in the business will feel more fulfilling if you have someone you can count on as long as you have proposed and partnered with a reliable business partner. You may also see  request proposals .

Combining and complementing of skills and knowledge

An excellent and well-balanced business partnership is when both the skills and knowledge of the two parties will be able to combine and complement each other. It is in this way that you will be able to create diversity and potential for much greater achievement in your business venture. You may also see  policy proposals .

If your business partner has a different set of skills and knowledge from yours, do not be afraid because this can be even better since having multiple talents and visions will be a factor of increased opportunities for possibilities such as expansion and, of course, higher profits. Getting into business partnership also enables and enhances motivation, morale, and most especially the personal responsibility of each side of the party. You may also see  landscaping proposals .

Advantage on the financial aspect

When you have a business partner,  it also means that if there is more than one owner, it would also mean that there is also more than one income and more than one investor. This advantage of the financial aspect of having a business partner is very helpful for those who are just starting out as well as to those who are already established. You may also see  investment proposals .

Another thing is that when your business faces financial problems to the point where you will need to seek help from other individuals, you cannot only count on your own contacts and networks but you can also count on the contacts and networks of your business partner. You may also see  non-profit proposals .

We hope that through this article and through the examples of business partnership proposal that we have included here have helped you in coming up with your business partnership proposal as well as in making you realize how helpful it is to have a business partner. However, again, just make sure that you are only going to propose to a reliable one! Should you want to read more about partnership proposals, you might be interested in Partnership Proposal Examples & Samples.

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