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Alliance business model checklist (template by Board of Innovation)

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Alliance                    Partners                             Legal entity                           Organization
Business                     Who are the alliance partners?
                             How are they similar, compatible,
                                                                  What is the legal entity?
                                                                  How are shares divided?
                                                                                                         How is the organization
                                                                                                         structured?

Model                        different?
                             How do partners enter and exit?
                                                                  Who bears the risks?
                                                                  Do we have a legal agreement?
                                                                                                         Which key people are involved?
                                                                                                         What are their roles &
Checklist                    What do partners contribute?
                             What do they get in return?
                                                                  Who do clients contract with?
                                                                  What is the alliance exit strategy?
                                                                                                         responsiblities?
                                                                                                         How do you fill in support
                             What are their key competences?      Do you operate within legal            functions?
                             ...                                  boundaries?                            ...
                                                                  ...

Give your project a name:
                            Clients                              Vision & goals                         Values
                             Who are the alliance’s clients?      What are the mission & vision?         What are the shared values?
                             How will you reach them?             What are the 1y,3y,10y goals?          What do these values mean?
                             How will you convince them?          What is the alliance’s offer?          How do you communicate them?
                             How are leads shared between         How do you differentiate in the        Is there a cultural fit between the
                             partners?                            market?                                partners?
                             How are existing clients of          Which hurdles could stop you           Is there enough trust?
                             partners being leveraged?            from reaching your goals?              ...
                             ...                                  ...



t
                            Governance                           Processes                              Finance
                             How are decisions made?              How do you organise key                What is the cost structure?
                             By the alliance and/or the           processes: sales, operations,          What are the income targets?
                             individual partners?                 distribution, service, payment...?     What are partners’ financial
                             Who can make which decisions?        Do they interact with in-house         contributions?
                             Which decision platforms do you      partner processes?                     Are all partners financially strong?
                             need?                                Is supporting technology needed?       What is the short-long term P/L?
                             How are decisions reinforced?        How do you manage IP?                  Are partners’  financial return
                             ...                                  ...                                    expectations aligned?
                                                                                                         ...
www.boardofinnovation.com
Alliance                     Partners     Legal entity     Organization
Business
Model
Checklist


Give your project a name:
                             Clients      Vision & goals   Values




Key elements of a business
                             Governance   Processes        Finance
model for consortia, open
innovation partnerships,
joint ventures and other
alliances




www.boardofinnovation.com
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Alliance business model checklist (template by Board of Innovation)

  • 1. Alliance Partners Legal entity Organization Business Who are the alliance partners? How are they similar, compatible, What is the legal entity? How are shares divided? How is the organization structured? Model different? How do partners enter and exit? Who bears the risks? Do we have a legal agreement? Which key people are involved? What are their roles & Checklist What do partners contribute? What do they get in return? Who do clients contract with? What is the alliance exit strategy? responsiblities? How do you fill in support What are their key competences? Do you operate within legal functions? ... boundaries? ... ... Give your project a name: Clients Vision & goals Values Who are the alliance’s clients? What are the mission & vision? What are the shared values? How will you reach them? What are the 1y,3y,10y goals? What do these values mean? How will you convince them? What is the alliance’s offer? How do you communicate them? How are leads shared between How do you differentiate in the Is there a cultural fit between the partners? market? partners? How are existing clients of Which hurdles could stop you Is there enough trust? partners being leveraged? from reaching your goals? ... ... ... t Governance Processes Finance How are decisions made? How do you organise key What is the cost structure? By the alliance and/or the processes: sales, operations, What are the income targets? individual partners? distribution, service, payment...? What are partners’ financial Who can make which decisions? Do they interact with in-house contributions? Which decision platforms do you partner processes? Are all partners financially strong? need? Is supporting technology needed? What is the short-long term P/L? How are decisions reinforced? How do you manage IP? Are partners’  financial return ... ... expectations aligned? ... www.boardofinnovation.com
  • 2. Alliance Partners Legal entity Organization Business Model Checklist Give your project a name: Clients Vision & goals Values Key elements of a business Governance Processes Finance model for consortia, open innovation partnerships, joint ventures and other alliances www.boardofinnovation.com