Joint Execution Plan Template

A joint execution plan is a coordinated strategy outlining the specific actions, timelines, and responsibilities of multiple parties working together to achieve a common goal.

Using a proposal system like Qwilr, you can create a detailed and interactive joint execution plan that clearly defines the roles and responsibilities of each party, sets realistic timelines, and ensures that all stakeholders are aligned and committed to achieving the shared objectives.

An effective JEP covers:

• What actions need to be taken to achieve the buyer's objective and get the deal done?
• Who needs to complete what actions and when?

By collaborating on a JEP, both parties can align their expectations, resources, and efforts, facilitating smoother implementation and a higher probability of success.

A joint execution plan is particularly useful once your champion is on board, and you have secured time with decision-makers. It serves as a tool to manage the deal to close by putting all necessary steps in writing and fostering collaboration with your champion within the organization.

Pro tips:

1. Incorporate the JEP into your recap email to clearly lay out the next steps in the sales cycle.
2. Explicitly name the stakeholders you wish to engage with throughout the process (and some context as to why it's in the champion's best interest to bring them into the fold.)

Using 30MPC's JEP template will help you navigate the deal cycle with important key decision makers, and get to close, faster.

As you go about creating a joint execution plan with you champion, you should look to collaborate with them on the following:

1. Executive summary: The overview of the opportunity and primary considerations.
2. Key priorities: The main goals and focus areas to ensure all stakeholders are aligned.
3. ROI calculations: The anticipated return on investment (time/energy).
4. Success criteria: How the success of the project can be measured.
5. Key stakeholders: The individuals or teams that would need to be involved in the decision or implementation on both sides.
6. Action plan: The specific actions, designated owners, and deadlines.

Remember, be sure to collaborate with your buyer on this. It's called a joint execution plan for a reason!

Here's a quick video overview of how to get started with this template:

Qwilr is a great fit for joint execution plans, and for sales collateral and proposals more broadly:

1. Customize your content: Create interactive sales material that impresses buyers. Send a URL instead of endless attachments and email chains.
2. Close deals faster: Empowers buyers to sign, pay, and upsell themselves through one interactive page, designed to help you close deals with velocity.
3. Track buyer engagement: See what buyers are reading and clicking on and personalize your next touchpoint based on their behaviors.
4. Scale with automation: Create templates and asset libraries that automatically create sales material in one-click from a CRM.