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Partner Brief on a Page
A partner brief on a page for managing one specific corporate or community partner relationship. It captures the partner's objectives, commitments, contacts, value, key activity and next steps so the relationship is easy to manage and hand over.
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When to use
When you are preparing for a meeting, briefing someone on a partner, or managing an important partner relationship.
Before you start
Gather the partner agreement, relationship history, meeting notes, contact details, value, tier, commitments, renewal timing and planned activity for the year ahead.
What to do next
Keep the finished brief somewhere the team can find it. Use it when writing content, briefing volunteers, preparing meetings, delivering benefits or starting renewal conversations.
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