Deliverable
A reviewed shared proposition and responsibility map.
Connect the right sponsors, establish what each side contributes and coordinate the next commitment that can test whether the partnership deserves investment.
Scope · commitments · decision criteria
Start with the customer, operating or strategic problem that a partnership could address. Clarify your organisation's contribution, what it needs from another party, the proposed boundary of cooperation and the evidence available. A relationship between chief executives can open discussion; the proposed work still needs operating ownership.
Existing people may include commercial peers, former collaborators and partner executives. Missing relationships may include a counterpart sponsor, product leader, distribution owner or operating decision maker. The first worthwhile conversation is: “Is there a problem both organisations want to solve, and what would each of us need to contribute for a small, useful test?”
Start with people who recognise the shared context or have had a genuine prior exchange with you.
Formal partner evaluation, contracting and pilot governance sit at C4. The organisations own commercial decisions and specialist review. StepUp provides research, preparation and coordination alongside the executive office and partnership owner, with clear handoffs to operating teams.
Confirm relevant counterpart relationships, collaboration history and authority to approach; prepare a partnership context brief.
Reconnect around the shared problem and a plausible contribution from each party; prepare a focused discussion agenda.
Test strategic relevance, operating contribution, incentives, timing, constraints and decision routes; record a shared proposition or stop decision.
Coordinate agreed diligence, pilot design, commercial terms and approvals with the responsible teams; track completed joint commitments.
Honour commitments and agreed operating reviews, including after a pilot ends or a partnership does not proceed.
Build the missing relationships through a relevant contribution, a legitimate introduction or an appropriate direct approach.
A new person introduced by an existing contact starts in Building. The relationship with the introducer remains in Conversion.
Identify counterpart sponsors and operating leaders needed to assess or carry out the proposition; record the gap each would address.
Develop an authorised introduction or useful contribution grounded in the parties' specific relevance to each other.
Make the agreed introduction or approach with enough context for an informed response.
Develop reciprocal discussion of priorities and constraints; agree whether and how the relationship should continue.
An executive sponsor's introduction may satisfy B2 and B3 together. If the first substantive exchange also establishes a particular partnership's mutual fit, B4 and C3 can be recorded together. Otherwise continue at the first unmet Conversion step, based on the outcome-specific conversation, opportunity fit and agreed continuation. A current agreed record and a live outcome-specific exchange can satisfy C1 and C2. Visibility, repeated contact and elapsed time do not establish a partnership case.
B4 establishes a two-way relationship. C3 tests a particular opportunity. Continue at the first unmet Conversion step with one relationship owner; there is no repeated onboarding.
A reviewed shared proposition and responsibility map.
Both parties name owners and agree the scope and decision criteria for a pilot.
An agreed partnership enters its defined operating scope. Pilot completion, signed terms, launch and subsequent commercial value should each be reported accurately; an announcement alone does not demonstrate delivery.
Corporate partnership work follows the organisation's permissions and reporting. Personal board, career or portfolio interests require separate authorisation and visibility boundaries. A single relationship owner coordinates contact with each person across authorised objectives, including existing account and partnership teams.
The executive provides judgement and makes commitments. StepUp prepares the conversation and maintains follow-through so neither party has to interpret competing approaches.
Set the priorities. Bring your judgement to the conversations and decisions that need your involvement.
Your chief of staff or nominated owner validates context, coordinates existing teams and exercises delegated approvals.
Research, drafting, conversation preparation, coordination and agreed reporting around the relationships in scope.
Review the shared problem, each party's contribution, existing sponsors and missing operating relationships. Agree the first useful discussion and the evidence that would justify the next commitment.