The following PDFs provide useful checklists, tools, and reference sheets to support your successful business relationships.
Note: while we provide these to you free for your own use we request that you respect our copyright and ownership of them.
Our “top 10” series:
- 10 Tips for Successful Partnering and Collaboration
- 10 Questions to Ask before you enter a new relationship
- 10 Risks to manage – these reflect the main reasons for relationship failure. Be prepared, so you don’t get caught out! If you need a plan to help avoid these download our simple free Risk Management Plan template to help you plan ahead.
Tools from our Successful Partnering Toolkit – these PDFs include an overview of how and when to use the tool
- A Relationship Foundation Checklist to aid reflection on relationships – this checklist also references the two below.
- The Value Exchange Table for considering the contribution and expectations of each party
- Expected Outcomes worksheet which ensures you are clear and explicit about outcomes; and which can also be used as an ongoing reference to monitor outcomes achieved.
Other reference documents for successful relationships that have also been referenced elsewhere on the site:
- The Relationship Process: the Four Stages diagram
- The Relationship Process: the Seven Steps
- Partnering Capability discusison note
- Charter Development discussion document
