Joint Business Planning

Learn about

When it comes to building and maintaining strong partnerships, CPGs and retailers can count on joint business planning to keep their relationships running smoothly. In these lessons, we take a look at how to get your business internally aligned before starting a joint business plan, and why laying this groundwork is so important.

We also focus on what comes after you’ve internally aligned your business: developing your proposal and approaching retailers. We explore the importance of setting clear goals and objectives, and how you can develop a plan to help you tackle them and we also take a look at how you can use scorecards to monitor your progress and measure success.

Lesson Overview

Lesson 1

Joint Business Planning Essentials: The Framework for Successful Omnichannel Retail Partnerships

We take a look at how to get your business internally aligned before starting a joint business plan, and why laying this groundwork is so important.

In this lesson you will learn:

  • What joint business planning is
  • About the importance of being internally aligned before starting a joint business plan
  • How to achieve internal alignment
  • How to identify your own key business drivers and use these to develop goals and objectives

Lesson 2

Joint Business Planning Best Practice: Setting Strategic Goals, Negotiating & Measuring Success

We focus on developing your proposal and approaching retailers. We also look at setting clear goals and objectives, and how to track your progress using scorecards.

In this lesson you will learn:

  • How to build a strong joint business plan proposal
  • About the importance of setting goals and objectives that support your business and your retailer
  • About the roles and responsibilities of different team members
  • How to use scorecards to measure the success of your joint business plan