Appendix c: Templates

This appendix provides a draft relationship review and improvement workshop agenda that can be modified to meet specific desired workshop outcomes.

Template for a relationship review and improvement workshop

Participating companies, departments or functions:

Date:

Location:

Workshop purpose

To review the current state and desired future state for the relationship and jointly agree how to bridge the gap in direct support of agreed business goals and objectives.

Desired outcomes

To understand or reconfirm the business alignment between the two organisations, departments or functions (that is, business drivers, priorities and objectives).

To review the highlights, lowlights and rub points for the relationship to date, ...

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