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Strategic Relationships - JVs and Alliances


Unlike a merger or acquisition forming a joint venture or strategic alliance is entering into a relationship. That very statement alone identifies why many strategic relationships fail. While M&As are often very transaction-oriented, JVs and alliances require an ongoing nurturing of the relationship.


Structuring and Managing Joint Ventures and Strategic Alliances is a two-day, interactive program that is custom-designed for your organization. This proprietary program has been presented to organizations all over the world, including to 14 multinational organizations, many of which are publicly traded.


Although customized for each client, typical topics throughout the two days include:

  • How to identify and manage cultural differences with partners
  • Completing strategic (not legal and financial) due diligence on a potential partner
  • Formalizing the relationship - what should, and should not, be included
  • Implementing the four stages of partnering
  • Aligning the strategic relationship with current and future strategies
  • Conducting a numerically-based stakeholder analysis for the relationship
  • Conducting a numerically-based risk assessment for the relationship
  • Understanding and modifying the roles and responsibilities of leadership and management internally and with their counterpart
  • Forming strategic alliance and joint venture agreements
  • Determining measurement and reporting processes (internally and with the partner)
  • Establishing a transition organization
  • Creating a communication plan (internally and with the partner)
  • Designing exit strategies


These and many other elements are included as part of the two-day workshop. Your team can use examples you have encountered in the past while forming strategic relationships and your facilitator will mention other examples from companies. A workbook will be provided to each participant as the facilitator guides the discussion through assessing culture, evaluating partnering risks, assessing how various stakeholders (like government agencies, suppliers, and customers) might respond to the strategic relationship.


This two-day workshop works best as a retreat where participants can be relieved of their regular duties and responsibilities and allowed to think about the strategic nature of forming strategic alliances and joint ventures. 


Fee: $15,000. This includes the facilitator fee and facilitator expenses (including travel in the US) for two days, and course materials, including those used in the live demonstrations and a customized workbook for each participant. The client is responsible for making arrangements for the retreat and any associated costs. THE STRATEGY EXPERT® can also manage the site requirements for an additional fee.


To schedule your strategic relationship session, or for more information, please contact Scott Romeo at romeo@thestrategyexpert.com