Joint Venture Toolkit

Downloadable Resources, Instant Access

Assume primary legal responsibility for all phases of Strategic Alliances with organization partners, from the preparation and negotiation of distribution agreements, software and Intellectual Property license agreements, and joint venture agreements to ongoing Relationship Management.

More Uses of the Joint Venture Toolkit:

  • Liaise with customers, joint ventures and Supply Chain partners.

  • Coordinate and manage Joint Venture partners and outsourced engineering resources.

  • Oversee: joint venture accounting functional analysis.

  • Orchestrate: accurate management of joint venture, budgets, costs, invoices and payments help ensure transparency of the joint venture financials.

  • Evaluate and manage new strategic business opportunities, initiatives, mergers, acquisitions, partnerships, alliances and joint ventures.

  • Manage the relationship and communication with investors and joint venture partners.

  • Contribute knowledge and insight to unique partnerships and joint ventures.

  • Confirm your organization participates in client facing meetings, joint venture considerations, vendor partnership teams to determine solution approaches.


Save time, empower your teams and effectively upgrade your processes with access to this practical Joint Venture Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Joint Venture related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Joint Venture specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Joint Venture Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 996 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Joint Venture improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. How much is the changing regulatory landscape driving you to reassess your third-party relationships, including joint ventures, suppliers, distributors, agents, or other business relationships?

  2. Does your organization have a near-term (approximately one year) plan to execute on its vision in product enhancements, innovation strategy, and partner ecosystem expansion?

  3. What people-related strategies, interventions or investments are likely to bring about the greatest immediate, mid-term and longer-term benefits, relative to cost/resources?

  4. How do IT Organizations make the leap from operating as a task-taker to becoming a strategic partner on technology-enabled business initiatives across your organization?

  5. How do you ensure governance, Risk Management and capability development across partnered business arrangements, or in business models that involve several departments?

  6. How does your organization monitor the compliance of subsidiaries, subcontractors, joint venture partners, and other business partners with your Policies And Standards?

  7. Have you set in motion a strategy for attaining early warning information to better protect your customers and corporate assets as well as your suppliers and partners?

  8. Are you currently engaged with or considering engaging with, any of following types of partners through joint ventures, Strategic Alliances or informal collaborations?

  9. What (functional) activities does your organization perform individually, which in collaboration with other entities (joint ventures) and which does it contract-out?

  10. Should international partnerships be pursued primarily for direct space benefit or as opportunities to advance you foreign policy, strategy, or other objectives?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Joint Venture book in PDF containing 996 requirements, which criteria correspond to the criteria in...

Your Joint Venture self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Joint Venture Self-Assessment and Scorecard you will develop a clear picture of which Joint Venture areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Joint Venture Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Joint Venture projects with the 62 implementation resources:

  • 62 step-by-step Joint Venture Project Management Form Templates covering over 1500 Joint Venture project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Management Plan: Are there any scope changes proposed for a previously authorized Joint Venture project?

  2. Team Operating Agreement: What is your unique contribution to your organization?

  3. Quality Management Plan: Is staff trained on the software technologies that are being used on the Joint Venture project?

  4. Procurement Audit: Has your organization taken a well-grounded decision about the procurement procedure chosen and has it documented the process?

  5. Cost Management Plan: If you sold 10x widgets on a day, what would the affect on costs be?

  6. Team Performance Assessment: To what degree do the goals specify concrete team work products?

  7. Activity Duration Estimates: Are contractor costs, schedule and technical performance monitored throughout the Joint Venture project?

  8. Planning Process Group: Product breakdown structure (pbs): what is the Joint Venture project result or product, and how should it look like, what are its parts?

  9. Lessons Learned: Is there any way in which you think your development process hampered this Joint Venture project?

  10. Decision Log: What eDiscovery problem or issue did your organization set out to fix or make better?

Step-by-step and complete Joint Venture Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Joint Venture project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Joint Venture project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Joint Venture project with this in-depth Joint Venture Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Joint Venture projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Joint Venture and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Joint Venture investments work better.

This Joint Venture All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.