Business Partnership Checklist
4.8/5 with 65 votes
Table of Contents
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- Basics
- Gain a general understanding of the purposes partnerships serve.
- Learn the different types of partnerships that can be formed.
- Weigh the pros and cons of partnership.
- Find people or firms you can collaborate with.
- Find potential partners through referrals by "gatekeepers" and colleagues.
- Find potencial partners through contacts you make at meetings and events.
- Business Partner
- Shares your vision and enthusiasm.
- Shares the same basic values.
- Brings expertise in the areas in which you are inexperienced.
- Understands the legal and financial responsibilities endemic to sharing a business.
- Is a person with whom you get along.
- Is appealing to potential investors.
- Starting a Partnership
- Engage in some of the other forms of business collaboration with your potential partner.
- Draw up the business equivalent of a pre-nuptial agreement before you go into business with someone.
- Have a plan for ownership changes with a buy/sell agreement in place.
- Consider hiring a third party to do the books.
- Maintain a significant barrier between work and play.
- Examine and draw up guidelines for hypothetical situations that could later affect the business.
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Presented by:
Jake R Brady
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Views: 63
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Uses: 2
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Tasks: 21
Who it's for
This Business Partnership Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Business Partnership steps every time, regardless of who executes
- Save time - reuse a proven Business Partnership workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Business Partnership checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Business Partnership Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Business Partnership comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 65 votes