28 Aug PROJECT – Strategic Partnerships Project Manager Case Study Supporting Document
Alignment – Defining expectations
Internal Communication to DEO Team
DEO Acquires Elite Coaching Inc.
● Phases
○ Establish
○ Alignment between partners
○ Deal Structure
○ Financial Projections
○ Legal Documents
○ Internal DEO Team Communication Plan
○ Growth Plan
○ Elite Coaching Inc integration with DEO Systems
○ DEO Clients (Members) Communication Plan
○ Industry Communication Plan
○ Evaluate Success
○ What Else
● Alignment – Defining expectations
○ What each side brings to the table
■ Marketing Webinars
■ Speakers
○ Where does it fit in the playbook
○ What will relationship with L&D
● Internal Communication to DEO Team
○ What This Will Good
○ What might get in way
● DEO Business
○ Description
■ Must outline how the new partnership affects each part of the business.
○ Marketing
○ Sales
○ Member Success
○ Learning and Development
○ Finances
■ Billing
○ Operations (Tech)
■ CRM – Hubspot, Infusionsoft
■ Slack (All Systems – airtable, slack, zendesk.. Need all)
● Growth Plan
○ Sales Process
○ Marketing
● Roles
○ Roles on Leadership Team
○ Introducing Partners to DEO Team
○ Introducing New Partners to Current Partners
DEO Acquires Elite Coaching Inc.
Meeting Notes
● Insert Meeting Date
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○ X
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● Insert Meeting Date
Summary
● “DEO acquires/merges with Elite Coaching Inc”
● DEO’s hiring pipeline feeds Joanie’s capable coaches.
● DEO’s systems, managers, and team, build out unmatchable coaching systems/training
● DEO sells implementation from stage, webinar, programs. DEO provides sales team, josey and team no longer sell
● Joanie will lead the DEO coaching academy to provide deeper support for members on their journey to exponential growth.
● Aaron, DDS joins the executive team/board of advisors, to provide industry leading content and coaching to members, particularly focused on personal development, exit planning, and clinical development.
● Through this union, the dental industry will receive revolutionary new products, coaching, and implementation designed to support dental entrepreneurs on their journey to build themselves, their business, and their teams.
○ Expectations / Alignment
○ DEO Vision
■ 3-5 Years
■ What do we intend to become
■ Personal visions / motivations
● What works for us individually
● What doesn’t work for us individually
● What capabilities need to be respected
● Where we’re helping and where not help
○ Logistics of Agreement
■ Roles
■ IP
■ Equity
■ Autonomy – ownership, risk, responsibility
■ Taking too much off plate
○ “Product”
■ What Did Joanie and Aaron Learn
■ What worked what didn’t, went well and didn’t
■ Where did Market understand product
■ Scalability
○ Financial Projections
■ Costs
■ Growth Expectations
○ DEO Team Execution/Integration
■ DEO Team Meeting Cadence
■ Leadership Team Meetings
Unknown Questions:
● How quickly can we do this? Weeks?
● Employment vs Partnership: what would the details look like?
○ Initial vs future potential
● Long term vision for DEO?
● Accountability Chart for DEO?
● How do we define the success of this relationship?
○ What happens if we don’t get that?
● Other
● Timelines
● What is a successful project
