What a joint business plan includes
A joint business plan usually includes target segments, account lists, campaign ideas, co-selling motions, enablement needs, owners, deadlines, pipeline goals, and revenue targets.
It works best when both sides commit resources instead of treating the plan like a one-sided partner wish list.
When to use one
Use a joint business plan for strategic partners, larger channel partners, solution partners, implementation partners, or partnerships using market development funds. Lightweight affiliate or newsletter partnerships usually do not need this level of planning.
How to measure progress
Review the plan against a partner scorecard. Track activity, pipeline, closed revenue, campaign delivery, enablement completion, and blockers that need executive or partner-manager attention.