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Quarterly Business Review Template.��

Enter Partner Logo

Enter your Company Logo

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Hi There! Thanks for Downloading This Template. You Can Edit Your Own Version in One of Two Ways: Go to “File” > “Make a Copy” to Access in Google Slides. Go to “File” > “Download As” > “Microsoft PowerPoint” to Download as a PowerPoint file. © 2020 APIpartnerships.com

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How to use the slides Check the speaker notes on each page as these will contain instructions and tips on how to use the content� If you have questions or would like to schedule 1:1 time, please DM me on Twitter, https://twitter.com/RichardDublin © 2020 APIpartnerships.com

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<<Partner>> and <<Company>> Business Review��<<Date>>

Enter Partner Logo

Enter your Company Logo

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Agenda

Introductions
Executive Summary
How we got here
Vision for this partnership
Metrics and KPIs
Roadmap Updates
Next Steps

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Introductions

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Executive Summary

<<Enter the short summary, of where the partnership is. If leadership only read these few lines, it should give them enough information to make decisions>>

What is going well?�<<�- Point 1

- Point 2

- Point 3

>>��Opportunities for improvement?�<<�- Point 1

- Point 2

- Point 3

>>

<<Call out any key data you think is important here. This could be:��- Big Win

- Customer Feedback�- Data on Opportunity / Market Size�>>

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Partnership Timeline

<<Enter key milestones and any results.�This could be looking back, and/or outline future plans.>>

20XX

<<Milestone>>

<<Enter results achieved or add context about why this is significant>>

20XX

<<Milestone>>

<<Enter results achieved or add context about why this is significant>>

20XX

<<Milestone>>

<<Enter results achieved or add context about why this is significant>>

20XX

<<Milestone>>

<<Enter results achieved or add context about why this is significant>>

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Vision for Partnership

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<<Company>> Strategic Initiatives

<<Initiative 1>>

<<Initiative 2>>

<<Initiative 3>>

Purpose of this content:

Before setting the vision and goals for the partnership, it is important to share the context behind these goals.

The more you and your partner are aligned with each others strategic priorities, the easier it will be to make progress.

Instructions:

Replace placeholder content with the actual content

Replace:

<<Initiative 1>> with the title/summary of company goal 1

<<Initiative 2>> with the title/summary of company goal 2

<<Initiative 3>> with the title/summary of company goal 3

Pro-tips:

Your company may have goals that are not relevant for this partnership. Only list what is relevant.
It would be great if these cause some excitement in the partnership, at minimum it should show there is alignment.
Be honest. Don’t say something is a priority, if it is likely to be cut.
Timebound these - it is fine to say “these are our goals for the next 6/12/18 months”

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<<Partner>> Strategic Initiatives

<<Initiative 1>>

<<Initiative 2>>

<<Initiative 3>>

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<<Vision Statement>>

Shared Vision

Enter Partner Logo

Enter your Company Logo

Purpose of this content:

Taking time to set a North Star for the partnership, can be very helpful to move fast together.

It can quickly help teams prioritise, and filter all of the opportunities which will present themselves.

You may not be able to do everything, so what is most important to you both?

Instructions:

Replace placeholder content with the actual content
Add the logo for your partner company and your company.�You can find logos on your websites or on https://www.crunchbase.com/home

Replace:

<<Vision Statement>> with the actual vision. This may be 1 or more statements.

It can range from tactical (“To create a new, shared market in APAC”) to something grander (“To create a transformational new product.”)

Pro-tips:

This should be exciting, simple, and easy to understand.
Make sure it is the right vision! You will inevitably have conversations about “how does this progress our vision” so be honest and accurate.

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Shared Goals

<<If needed, add some context for these goals>>

<<Company>> Goals		<<Partner>> Goals
	<<Goal 1>>	<<Type>>	<<Goal 1>>
	<<Goal 2>>		<<Goal 2>>
	<<Goal 3>>		<<Goal 3>>
	<<Goal 4>>		<<Goal 4>>

<<Type>>

Purpose of this content:

Slide will allow you to agree on top goals for the partnership.

These goals do not have to be the same, but they should support each other.

Example: You may have a goal to expand internationally, but your partner may have a more specific goal to expand into Europe. �They are not the same, but they support each other.

Instructions:

Replace placeholder content with the actual content

Replace:

<<Partner>> with the name of your partner

<<Company>> with your company name

<<Type>> with the type of goal this is. It could be any of the below:

Growth
Engagement
Revenue
CSAT/NPS
Product
Brand / PR

<<Goal x>> with the actual goal

Pro-tips:

It can often take a few revisions of this slide and feedback from multiple teams to get this content. Make sure you have time.
Make sure goals are SMART (Specific, Measurable, Attainable, Realistic, Timely)
Less goals are better, as it helps people focus
Often these will be set every 3, 6 or 12 months

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Metrics and KPIs

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Key Performance Indicators (KPIs)

<<Add the metrics you will use to hold yourself accountable>>

<<Company>> Goals		<<Partner>> Goals
	<<Goal 1>>	<<Type>>	<<Goal 1>>
	<<Goal 2>>		<<Goal 2>>
	<<Goal 3>>		<<Goal 3>>
	<<Goal 4>>		<<Goal 4>>

<<KPI>>

Purpose of this content:

Slide will add the metrics you will track to show the success/failure of the partnership.

These may be called metrics, KPIs, OKRs or simply data.

Instructions:

Replace placeholder content with the actual content
This may be spread over a few slides. More data is usually better so include as much as you have.

Replace:

<<Partner>> with the name of your partner

<<Company>> with your company name

<<KPI>> with the metric that you will track. It could be any of the below:

$ revenue
Time
CSAT / NPS
# installs
# monthly active users
# daily active users
Usage or engagement metrics
# API calls
# API errors

<<Goal x>> with the actual goal

Pro-tips:

If the exact metric you want is not available, then you can try and find a proxy metric.�This is a metric that is close to the number you ideally want to track. �Example: If installs is not available, maybe you can use page visits as a proxy metric.

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Roadmaps

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<<Company>> Roadmap

<<Feature>>

Q2

Q1

Q3

Q4

Purpose of this content:

Slide will cover any relevant items on your roadmap.

Note: These may be API features, product features, new products, etc.

These may also be commercial or marketing features like: new commerce systems, brand campaigns, etc.

Include anything which may be an opportunity for the partnership.

Instructions:

Replace placeholder content with the actual content

Replace:

<<Feature>> with the actual feature that is being worked on

Pro-tips:

It may be best to only include features which are likely to be released. Do not add experimental possibilities.
The more information you have about what is coming in the future, the more you can work with your partner to build into your shared plans.
18-month roadmaps are ideal. 3 months are the minimum that will be helpful.
It may take your teams some time to create this content, so give 2 weeks to source this information.

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<<Partner>> Roadmap

<<Feature>>

Q2

Q1

Q3

Q4

Purpose of this content:

Slide will cover any relevant items on your Partners roadmap.

Note: These may be API features, product features, new products, etc.

These may also be commercial or marketing features like: new commerce systems, brand campaigns, etc.

Include anything which may be an opportunity for the partnership.

Instructions:

Replace placeholder content with the actual content

Replace:

<<Feature>> with the actual feature that is being worked on

Pro-tips:

It may be best to only include features which are likely to be released. Do not add experimental possibilities.
The more information you have about what is coming in the future, the more you can work with your partner to build into your shared plans.
18-month roadmaps are ideal. 3 months are the minimum that will be helpful.
Note: It may take your partner longer to create this content - give them lots of time.

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Next Steps

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Next Steps

<<Add any context around how you will hold yourself accountable>>

Action	Owner	Due Date
<<Action>>	<<Owner>>	<<Date>>yp

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Appendix