Strategic Partnership Meeting Agenda Template (90 Minutes)

Copy-ready agenda text

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STRATEGIC PARTNERSHIP MEETING AGENDA

Partnership: [Partner A and Partner B]
Date and time: [Date, start time, time zone]
Location or link: [Room or video link]
Facilitator: [Name]
Note taker: [Name]
Partner A attendees: [Names and roles]
Partner B attendees: [Names and roles]
Pre-reads: [Links to one-pagers or past results]

TIMED AGENDA (90 minutes)

0:00  Welcome and introductions (5 min) | Owner: Facilitator
      Introduce each person by role and what they own in the partnership. Confirm the end time.
0:05  Why this partnership, why now (10 min) | Owner: Partner A lead
      Each side states in two minutes what it hopes to gain and what it brings.
0:15  Shared goals and success measures (10 min) | Owner: Facilitator
      Agree three goals and a number for each, with a date. Write them where everyone can see.
0:25  Roles, responsibilities and resources (15 min) | Owner: Partner B lead
      Who owns what on each side: sales, support, product, marketing. Name the day-to-day contact.
0:40  Commercial terms and decision rights (10 min) | Owner: Partner A lead
      Outline how revenue, costs and data are shared in principle, and who can approve changes. Details go to legal.
0:50  Risks and dependencies (10 min) | Owner: Facilitator
      List what could stop the partnership working, with an owner for each risk.
1:00  First 90-day plan (10 min) | Owner: Both leads
      Agree three milestones with dates, owners and a check-in rhythm.
1:10  Communication and governance (10 min) | Owner: Facilitator
      Set the meeting cadence, escalation path and where shared documents live.
1:20  Decisions, actions and close (10 min) | Owner: Facilitator
      Read back each decision and action with owner and date, and say when the summary will be sent.

ACTION ITEMS
Task | Owner | Due
[Task] | [Name] | [Date]

Keep a shared record both partners can trust

Partnership talks depend on what each side agreed to say and do. Speak AI records the meeting, so both teams work from the same transcript and summary.

• Record the meeting on Zoom, Google Meet or Microsoft Teams, or upload the recording afterwards.
• Get a transcript with speakers labelled, so commitments are tied to the person who made them.
• Get an automatic summary of goals, roles and risks agreed.
• Get action items with owners and dates, ready to share with the partner team.

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