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Partnership framework template

Use this concise partnership framework as a fill-in template you can adapt and share with legal:

  • Purpose: one-sentence goal (e.g., "Co-develop and sell X in Y markets").
  • Scope: products/services, territories, customer segments, excluded activities.
  • Roles & responsibilities: partner A / partner B – specific tasks, delivery owners, single point of contact.
  • Governance: steering committee members, meeting cadence, decision thresholds.
  • Deliverables & milestones: name each deliverable, owner, due date, acceptance criteria.
  • Financials: revenue share %, pricing authority, invoicing, cost allocations, payment terms.
  • IP & licensing: ownership of existing IP, new IP, licensing rights and duration.
  • Data & security: data types shared, storage, access, compliance (e.g., GDPR).
  • Branding & go-to-market: co-branding rules, joint marketing budget, approval process.
  • Performance & reporting: KPIs, reporting frequency, remediation steps for missed targets.
  • Confidentiality & non-compete: scope and duration.
  • Term, renewal & termination: initial term, notice period, wind-down obligations.
  • Dispute resolution & governing law.
  • Signatures and date.

First steps: fill purpose/scope, assign contacts, run a 30-day pilot, then legal review.

What type of partnership are you planning (reseller, joint product, distribution, strategic alliance)?

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