Partnership Plan Template - ahumanfoundation.comahumanfoundation.com/.../2013/01/Partnership-Plan-TemplateFIELDS.… · Partnership 2 Partnership Process featured in Partnership or
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1. Read Partnership or Partnersh*t: You Decide. How to Build Your
Business on the Strongest Foundation There is—A Human
Foundation. Available on Amazon.com
2. Complete the Partnersh*t 2 Partnership (P2P) Process contained in Chapters 9-16 in the book. 3. Use The Workbook (available Feb .1, 2013 on Amazon.com) to keep a record of all your answers to the questions. You may also use the free worksheets available at http://ahumanfoundation.com/downloads.
4. Once you have completed the P2P Process, take a week or two to let everything digest. THIS IS A VERY IMPORTANT STEP.
5. After you have taken some time to think, reconvene with your partners. Each of you needs to then fill out this template. Do this privately and individually. Use as many sheets as is necessary. The goal is to have everyone write down what is important and what was “sticky” during the process.
6. Compile all answers into one document. See Appendix B in the book for examples or download them from http://ahumanfoundation.com/wp-content/uploads/2013/01/Sample-Partnership-Plans.pdf.
7. Take your completed Partnership Plan to your attorney and/or financial planner for review. It’s important to not let anyone change the agreement if it’s what you and your partners want. Rather, your counsel should look for any legal issues that need resolving.
8. Sign the agreement and stand by it. Revisit it at least yearly and be open to any changes and shifts that occur. This is fluid, not static. Just like life.