7 strategies and tactics for Business Partner

What is a Business Partner strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Business Partner strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

You can copy these examples into your preferred app, or alternatively, use Tability to stay accountable.

Building your own Business Partner strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Business Partner strategy examples

You'll find below a list of Business Partner tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for improving collaboration between business partners and leaders

  • ⛳️ Strategy 1: Enhance communication channels

    • Set regular one-on-one meetings between business partners and leaders
    • Implement a system for real-time communication such as Slack or Microsoft Teams
    • Ensure both parties use collaborative project management tools like Asana or Trello
    • Encourage open feedback loops during meetings
    • Create shared documents and folders for transparency on goals and progress
    • Host monthly strategy alignment sessions
    • Develop standard operating procedures for communication
    • Foster a culture of open-door policy
    • Use data visualisation tools to track progress
    • Train both parties in effective communication techniques

  • ⛳️ Strategy 2: Align goals and objectives

    • Clearly define the goals and objectives of the business
    • Create a shared vision and mission statement
    • Ensure both parties regularly review and update their goals
    • Align individual tasks and responsibilities to the shared goals
    • Develop a system to measure goal progress
    • Celebrate milestones and achievements together
    • Encourage mutual support in professional development
    • Ensure alignment in both short-term and long-term planning
    • Use performance metrics to guide decision making
    • Regularly review and adapt goals based on the market and business performance

  • ⛳️ Strategy 3: Strengthen mutual understanding

    • Conduct joint workshops on business acumen and industry trends
    • Encourage job shadowing for better role understanding
    • Facilitate team-building activities
    • Establish a mentorship programme
    • Provide training on each other's strengths and weaknesses
    • Promote a culture of empathy and active listening
    • Create a shared knowledge base with relevant information and best practices
    • Use personality tests to better understand each other’s working styles
    • Organise regular social events to build rapport
    • Develop conflict resolution mechanisms
communicationcollaborationbusiness-partnerbusiness-leadercommunications-teamproject-management-team
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Strategies and tactics for becoming a business partner

  • ⛳️ Strategy 1: Build a solid professional reputation

    • Develop expertise in your field
    • Network with industry professionals regularly
    • Maintain an updated LinkedIn profile
    • Engage in speaking opportunities at industry events
    • Publish articles and insights in trade publications
    • Seek endorsements and testimonials from clients and colleagues
    • Join relevant professional organisations
    • Attend industry conferences and workshops
    • Volunteer for leadership roles in professional associations
    • Consistently demonstrate competence and reliability in your work

  • ⛳️ Strategy 2: Identify and approach potential business partners

    • Conduct market research to identify potential partners
    • Create a list of target businesses or individuals
    • Develop a value proposition for why partnering with you is beneficial
    • Reach out via email or LinkedIn to initiate contact
    • Schedule introduction meetings or calls
    • Present a partnership proposal during the meeting
    • Follow up with additional information or answers to questions
    • Invite them to events or functions where you can further discuss the partnership
    • Use referrals from mutual connections to build trust
    • Negotiate terms and formalise the partnership agreement

  • ⛳️ Strategy 3: Strengthen business acumen and resources

    • Complete a business administration or entrepreneurship course
    • Read books on business leadership and partnership
    • Analyse successful business partnerships for best practices
    • Develop a comprehensive business plan
    • Attend financial and legal workshops related to partnerships
    • Invest in tools and resources that enhance business operations
    • Seek mentorship from experienced business partners
    • Join a mastermind group to stay informed and inspired
    • Monitor industry trends and adjust strategies accordingly
    • Build a robust financial model and secure funding if necessary
professional-reputationbusiness-acumenentrepreneurbusiness-analystnetworking-groupmentor-mentee-program
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Strategies and tactics for utilising partnership and collaboration

  • ⛳️ Strategy 1: Identify and engage potential partners

    • Research companies with complementary products or services
    • Attend industry events and conferences to network
    • Reach out to potential partners via email or LinkedIn
    • Present a clear value proposition for the partnership
    • Schedule meetings or calls to discuss potential collaborations
    • Identify mutual goals and objectives for the partnership
    • Draft a partnership proposal outlining benefits and responsibilities
    • Have legal teams review partnership agreements
    • Start with a pilot project to test the partnership
    • Evaluate the success of the pilot and make adjustments

  • ⛳️ Strategy 2: Leverage partner resources and audience

    • Identify the resources and tools offered by the partner
    • Coordinate with the partner's marketing team to align campaigns
    • Create co-branded content such as blogs, videos, and social media posts
    • Hold joint webinars or live events to engage both audiences
    • Develop cross-promotional strategies to reach new customers
    • Utilise partner’s distribution channels to promote your brand
    • Share each other's customer testimonials and success stories
    • Implement joint referral programs to incentivise cross-selling
    • Monitor engagement metrics to gauge audience response
    • Regularly communicate with partners to adapt strategies

  • ⛳️ Strategy 3: Enhance credibility through knowledge exchange

    • Identify areas where partner expertise can be beneficial
    • Organise knowledge-sharing sessions and workshops
    • Collaborate on research and whitepapers to showcase combined expertise
    • Develop case studies highlighting successful collaborations
    • Feature partner executives in thought leadership content
    • Host guest blogs or podcast episodes featuring partner experts
    • Integrate partner insights into product development
    • Participate in joint panels or speaking engagements at industry events
    • Offer joint training sessions to internal teams
    • Gather and act on feedback from both teams to continually improve
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Strategies and tactics for launching the Training Academy

  • ⛳️ Strategy 1: Develop a comprehensive profile

    • Compile a detailed professional bio
    • List credentials, certifications, and awards
    • Document training expertise areas
    • Collect and include testimonials and case studies
    • Design a professional logo and brand identity
    • Arrange a professional photoshoot
    • Publish the portfolio on the training institute's website
    • Create printed materials with the portfolio
    • Update the portfolio on social media profiles
    • Maintain the portfolio by regularly adding new testimonials and achievements

  • ⛳️ Strategy 2: Enhance online presence and engagement

    • Develop a dedicated webpage on the training institute’s website
    • Publish content regularly including articles, blog posts, and case studies
    • Optimize the website for SEO
    • Enhance LinkedIn profile and engage regularly
    • Create and manage Instagram and Facebook accounts
    • Launch a YouTube channel with training videos and webinars
    • Use targeted ads on social media
    • Implement Google Ads for increased reach
    • Gather and publish customer reviews online
    • Monitor and engage with audience feedback on social media

  • ⛳️ Strategy 3: Expand networking and build strategic partnerships

    • Schedule speaking engagements at industry events and conferences
    • Organize workshops and webinars
    • Collaborate with brands and organisations in Saudi Arabia
    • Join relevant industry associations
    • Reach out to HR professionals for potential collaborations
    • Attend industry seminars and networking events
    • Develop joint ventures with complementary training providers
    • Establish partnerships with universities and colleges
    • Engage in community events to increase visibility
    • Form alliances with international training institutes
marketingengagementtrainerhr-professionalsmarketing-teamcontent-creation-team
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Strategies and tactics for utilising Partnerships & Collaborations

  • ⛳️ Strategy 1: Identify and Engage Potential Partners

    • Research and create a list of potential partners aligned with organisational goals
    • Reach out to potential partners via email, phone, or LinkedIn
    • Arrange initial meetings to discuss mutual interests and objectives
    • Evaluate potential partners based on compatibility, resources, and goals
    • Formulate a partnership proposal outlining benefits and shared goals
    • Seek internal approvals and legal consultations for partnership agreements
    • Negotiate terms, roles, and responsibilities clearly
    • Sign a Memorandum of Understanding (MoU) or partnership agreement
    • Schedule regular follow-up meetings to maintain engagement
    • Establish a point of contact for each partner for seamless communication

  • ⛳️ Strategy 2: Develop Collaborative Projects

    • Identify key areas where the collaboration can add value
    • Propose joint projects and initiatives that benefit both parties
    • Create a detailed project plan with clear milestones and timelines
    • Assign roles and responsibilities conducive to each partner's strengths
    • Develop a budget and resource allocation plan
    • Hold kickoff meetings to align on project objectives and steps
    • Monitor project progress through regular updates and reviews
    • Track performance metrics to measure the project's impact
    • Address any challenges or changes collaboratively
    • Document and share success stories and best practices

  • ⛳️ Strategy 3: Leverage Marketing and Promotional Opportunities

    • Co-create marketing content such as blogs, case studies, and whitepapers
    • Coordinate joint events like webinars, seminars, and conferences
    • Promote the partnership on websites, social media, and newsletters
    • Leverage each partner’s audience for cross-promotion and increased reach
    • Share and exchange PR opportunities to build brand credibility
    • Launch joint campaigns to amplify messaging and engagement
    • Offer exclusive discounts or deals to each other’s customers
    • Celebrate milestones and success stories publicly
    • Attend and participate in industry events together
    • Gather and use feedback to improve future collaboration efforts
partnershipscollaborationsproject-managermarketing-coordinatormarketing-teambusiness-development-team
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    strategyobjectivemarketing-managerbusiness-analystmarketing-teamproduct-development-team
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    Strategies and tactics for reducing the email traffic to partner financial advisers on newsletters

    • ⛳️ Strategy 1: Consolidate newsletters

      • Assess the current number of newsletters being sent to identify overlap
      • Create a unified schedule for sending consolidated newsletters
      • Design a single comprehensive newsletter template
      • Classify information into sections to make it easier to navigate
      • Develop a content calendar to streamline topics and avoid repetition
      • Coordinate with all departments to include their updates in the consolidated newsletter
      • Test the consolidated newsletter format with a small group of advisers and gather feedback
      • Adjust the frequency of the consolidated newsletter based on adviser feedback
      • Train the communications team on the new process for submitting content
      • Monitor open rates and engagement to ensure the consolidated newsletters are effective

    • ⛳️ Strategy 2: Segment the audience

      • Analyse the types of advisers and their specific information needs
      • Create distinct mailing lists for different adviser segments
      • Categorise newsletters content based on relevance to each segment
      • Utilise email marketing software to automate segmented mailing
      • Develop personalised content for each adviser segment
      • Send a survey to advisers to ask about their content preferences
      • Adjust the frequency of newsletters based on segment preferences
      • Create specific sections within newsletters targeted to each segment
      • Monitor the performance of segmented emails to refine targeting
      • Communicate the reduced and segmented approach to advisers to set expectations

    • ⛳️ Strategy 3: Utilise an online portal

      • Develop an online portal where advisers can access newsletter content at their convenience
      • Upload all past and current newsletters to the portal
      • Categorise information within the portal for easy navigation
      • Send monthly summary emails directing advisers to the portal
      • Implement a notification system to alert advisers of new content on the portal
      • Survey advisers to gather feedback on the portal’s usability
      • Offer training or tutorials on how to use the portal
      • Monitor the usage and activity on the portal to gauge its effectiveness
      • Regularly update the portal with fresh and relevant content
      • Encourage advisers to set preferences for email updates from the portal
    email-traffic-reductionnewsletter-consolidationcommunications-managerfinancial-advisorcommunications-teamit-team
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    Executing your Business Partner strategies

    Having a plan is one thing, sticking to it is another.

    Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

    A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

    Tability Insights DashboardTability's check-ins will save you hours and increase transparency

    More strategies recently published

    We have more templates to help you draft your team goals and OKRs.

    Planning resources

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