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Here is an outline of a plan for the partners of the annual strategic relationship in a professional services firm . The plan should be reviewed every month to the steps for implementing successful and quarterly for strategic viability. It should also identify a responsible and proactive by corresponding with them on their progress. Develop a personal board of advisors serve as a kind of control the flow of air to one of the most difficult discussions of strategic relationships.

Part 1 : Looking Back - A Historical Perspective

Start with a historical perspective of marketing efforts and business development last year. Evaluate what we call its goals and objectives that require strategic relationships to achieve centric relation. Also include efforts to develop specific relationships he has done not only to achieve each goal, but the overall results of the previous year. Who celebrate successes and ask these questions. This is not to highlight what you have done to succeed, but that the most appropriate relationships that have reached milestones and success.

Then measure the results of their partnership efforts during the previous year. Keep the focus on client-centered naming specific clients and other power and results through collaboration partner consultants .


What made last year to work with a purpose and that the results of this collaboration have been ? ( Most people have a lot of meetings for the sake of having meetings without troubleshooting customer-focused . )

Describe the relationship focused on further embodiment during the previous year.

Part 2: Looking Ahead

The real purpose of strategic planning relationships has a vision and future tests. Devote time and effort to take into account the following objectives .

Bank your current relationship

Set aside the desires of most people to meet new people. Many do a terrible job getting your arms around the relationships they already have. Beyond the perception that it is much , they forget to understand and really enjoy the diversity and quality of their relationships . They do not realize that the more diversified the sources of the wider sphere of influence of interesting and relevant contacts . Similarly , the larger the company in a diverse membership Relationship Bank more likely opportunities and relationships with influential research access .

But you can not improve what you do not measure , so start with the basics in terms of clarity, accuracy and relevance of its existing portfolio of relationships with the following questions:


To what extent the information in your personal contacts list ? Are correctly classified to reflect the diversity and quality of these relationships are contacts?

In addition to basic contact information , what you have captured first reflections on the nature of the relationship? What are your current projects to improve the information that you save in your most valuable relationships?

How often revises its comprehensive portfolio of relationships in an effort to improve the portfolio ?

Briefly How did you identify your ideal relationship profile , including reviews key features for a period and year after year of growth personally and professionally through these relationships with respect to short-term trading ?

How aligned your relation list destination for next year with the relationship ideal profile?

Did you miss some key relationships in the past year? If yes, what are your plans and timelines for revitalization ?