Here’s a ready-to-use Joint Business Plan (JBP) PowerPoint structure you can build immediately. This template works for vendor-retailer partnerships, strategic alliances, or channel partnerships.

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Your JBP PowerPoint Structure (12-15 Slides)

Section 1: Partnership Foundation

Slide 1: Title Slide

• Partner logos (equal sizing is crucial)
• "Joint Business Plan: [Partner A] + [Partner B]"
• Time period (e.g., "FY2024-2025")
• Names/roles of key relationship owners

Slide 2: Partnership Overview & History

• Partnership tenure summary (3-5 bullet points)
• Current scope of collaboration
• Visual: Timeline showing key milestones to date

Slide 3: Market Context

• Industry trends affecting both parties
• Category growth/decline data
• Consumer/shopper insights
• Action item: Include data from both companies’ research

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Section 2: Strategic Alignment

Slide 4: Shared Vision Statement

• One-sentence ambition ("Become the #1 sustainable supplier in Category X by Q4...")
• Design tip: Split screen with both company mission statements showing overlap

Slide 5: Joint Objectives (The "What") Use a 2x2 matrix:

Slide 6: Growth Levers (The "How")

• 3-4 strategic pillars (e.g., "Digital Transformation," "Assortment Optimization")
• Each pillar gets: Objective + Joint Tactics + Resource commitment

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Section 3: Operational Execution

Slide 7: Joint Initiatives Roadmap

• Visual: Gantt chart or quarterly swimlane diagram
• Color-code by company responsibility
• Show dependencies clearly

Slide 8: Resource & Investment Plan

• "What we’re bringing to the table" (split screen)
• Left side: Partner A investments (capital, tech, people)
• Right side: Partner B investments (marketing, shelf space, data)
• Bottom: Shared/co-investment pool

Slide 9: Governance Structure

• Steering committee makeup (names, titles, meeting frequency)
• Working teams for specific workstreams
• Escalation path diagram
• Decision-making protocol (consensus vs. majority)

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Section 4: Metrics & Accountability

Slide 10: Joint KPI Dashboard

• Leading indicators (monthly): Inventory turns, joint pipeline
• Lagging indicators (quarterly): Revenue, profit, market share
• Visual: Traffic light system (Green/Yellow/Red) for current status

Slide 11: Risk Register & Mitigation

• Top 3 risks to the plan (e.g., "Supply chain disruption," "Competitive response")
• Mitigation owner from each side
• Contingency trigger points

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Section 5: Commitment

Slide 12: Quick Wins (First 90 Days)

• Immediate momentum-builders that require low coordination
• Shows action starts now, not next quarter

Slide 13: Financial Summary

• Joint P&L projection (if appropriate)
• ROI for each party
• Break-even timeline

Slide 14: Next Steps & Sign-off

• Immediate actions (dates, owners)
• Signature blocks or "Commitment" photo of principals

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Design & Formatting Best Practices

Visual Rules

• 50/50 visual balance: Never let one partner’s brand dominate
• Shared color palette: Use neutral third color (navy, gray) as primary, with both company colors as accents
• Ownership cues: Use subtle color-coding (e.g., blue text for Partner A actions, green for Partner B)

Content Rules

• No "us vs. them" language: Replace "Vendor will..." with "We will..."
• Specific metrics only: Avoid "increase sales"; use "drive $1.4M incremental revenue by Q3"
• Joint accountability: Every initiative needs two owners (one from each side)

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Where to Get Templates

Option A: Build in PowerPoint

• Use Slide Master to set up the dual-branding
• Insert SmartArt for governance charts
• Use Think-Cell (if available) for the metrics slides

Option B: Download Starting Points

• Microsoft 365: Search "Strategic Partnership" or "Joint Venture" templates
• SlideModel/SlideGeeks: Search "Joint Business Plan" or "Strategic Alliance"
• Canva: Search "Partnership Proposal" (export to PPT)

Option C: Your Company Template

• Modify existing partner presentation template to include co-branding fields

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Pre-Meeting Checklist

Before presenting this JBP:

• Both CEOs/principals have reviewed Slide 5 (Objectives) and Slide 8 (Investments)
• Legal has approved any financial projections shown
• You have printed "one-pager" summary versions for executives
• Both sides have rehearsed the " Ask" (what do you need from this meeting?)

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Quick Customization Questions

To make this template specific to your situation, tell me:

1. What type of partnership is this? (Vendor-retailer, tech integration, distribution, co-marketing?)
2. Who needs to approve this plan? (Working teams only, or C-suite?)
3. What’s the biggest friction point you're trying to solve with this JBP? (Margin compression, declining sales, new market entry?)

I can then give you slide-specific content examples tailored to your industry.

A Joint Business Plan (JBP) is a collaborative roadmap between two organizations (usually a supplier and a retailer, or two strategic partners) designed to drive mutual growth.

To build an effective JBP PowerPoint, follow this structured 8-slide framework.

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Slide 1: Executive Summary & Shared Vision

This slide sets the tone. It should define the "North Star" of the partnership.

• Action: State the overarching goal for the next 12–24 months.
• Key Elements:
  • Joint Mission Statement (e.g., "To become the #1 provider of [Category] in the Midwest region").
  • Top 3 high-level objectives.
  • Executive sponsors from both companies.

Slide 2: Situational Assessment (The "Why")

Use data to justify why this plan exists.

• Action: Highlight market trends and current performance gaps.
• Key Elements:
  • Current Performance: Year-over-year (YoY) growth vs. target.
  • SWOT Analysis: Focus specifically on the partnership (e.g., Partner A has the tech, Partner B has the distribution).
  • Customer Insights: What is the end-user asking for that you aren't currently providing?

Slide 3: Strategic Pillars

Define the 3–4 core areas where you will focus your energy.

• Action: Organize initiatives into "buckets" to prevent the plan from becoming a disorganized "to-do" list.
• Examples:
  • Pillar 1: Operational Excellence (Supply chain, lead times).
  • Pillar 2: Market Expansion (New territories, digital presence).
  • Pillar 3: Product Innovation (Joint R&D, exclusive launches).

Slide 4: Financial & Growth Targets

The "Hard Numbers." This slide ensures both parties are financially aligned.

• Action: Create a table or chart showing the expected ROI.
• Key Elements:
  • Revenue/Sales targets.
  • Margin/Profitability goals.
  • Market share percentage gains.
  • Shared marketing/COOP budget.

Slide 5: Tactical Roadmap (The "How")

A high-level timeline of major milestones.

• Action: Use a Gantt chart or a quarterly "chevron" diagram.
• Key Elements:
  • Q1: Alignment and Pilot.
  • Q2: Integration and Full Launch.
  • Q3: Optimization and Scaling.
  • Q4: Review and Renewal.

Slide 6: Roles and Responsibilities (RACI Matrix)

Clarify who is doing what to avoid "ball-dropping."

• Action: Use a RACI (Responsible, Accountable, Consulted, Informed) chart.
• Key Elements:
  • List key tasks (e.g., Data sharing, Marketing creative, Logistics).
  • Assign a lead contact from both Company A and Company B for each task.

Slide 7: Governance & Communication Cadence

How will you stay on track?

• Action: Define the "Meeting Rhythm."
• Key Elements:
  • Weekly: Tactical/Project-level syncs.
  • Monthly: KPI review and course correction.
  • Quarterly (QBR): Executive-level strategic review.
  • Escalation Path: Who to contact if a deadline is missed.

Slide 8: Resource Commitment & Sign-off

The formal "handshake" slide.

• Action: List the specific resources (people, capital, software) each side is committing.
• Key Elements:
  • Budget allocations.
  • Dedicated headcount.
  • A "Signature" block for executive sponsors (optional but high-impact).

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Pro-Tips for Success

1. Keep it Mutual: If the plan only benefits your company, the partner won't execute it. Use "We" and "Our" throughout the deck.
2. Focus on 80/20: Don't list 50 small tasks. Focus on the 20% of activities that will drive 80% of the results.
3. Visual Over Text: Use icons, progress bars, and charts. High-level executives want to see the "health" of the partnership at a glance, not read paragraphs.

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To help me refine this for you:

• Are you pitching this to a retailer (e.g., Walmart/Target) or a technology partner?
• Do you have specific KPIs (like "Unit Sales" or "Customer Acquisition Cost") that must be included?
• Would you like a suggested design theme or color palette recommendation based on your industry?