Partnership Proposal Template for Healthcare & Allied Health

# Partnership Proposal Template - Healthcare & Allied Health

## Purpose
Use when approaching potential partners for co-marketing, referral arrangements, or joint ventures to formalise the opportunity.

## When to Use
A strategic partnership proposal outlining mutual benefits, resource contributions, revenue sharing, governance structure, and success metrics.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your healthcare & allied health business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (PandaDoc or Notion)

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## Strategic Partnership Proposal

**Proposed Partnership Between:** [Your Company Name] & [Partner Company Name]
**Prepared by:** [Your Name], [Your Title]
**Date:** [Date]
**Reference:** [PART-001]

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### Executive Summary

[Your Company Name] proposes a strategic partnership with [Partner Company Name] to [brief description of partnership purpose, e.g. deliver integrated operations and technology solutions to mid-market Australian businesses]. This partnership will combine [Your Company]'s strengths in [area] with [Partner Company]'s expertise in [area], creating a compelling joint offering that neither could deliver alone.

### The Opportunity

The Australian mid-market is underserved when it comes to [specific gap]. Businesses with $1M-$50M in revenue consistently tell us they need:

- [Need 1, e.g. Integrated solutions rather than point products]
- [Need 2, e.g. Advisors who understand both strategy and execution]
- [Need 3, e.g. Affordable access to capabilities typically reserved for larger organisations]

By combining our respective strengths, we can address this gap and capture a meaningful share of this market.

### Partnership Structure

**Partnership Type:** [Referral / Co-delivery / Joint Venture / Reseller]

**[Your Company Name] Contributes:**
- [Contribution 1, e.g. Client relationships and sales pipeline]
- [Contribution 2, e.g. Project management and client delivery]
- [Contribution 3, e.g. Marketing and brand presence]

**[Partner Company Name] Contributes:**
- [Contribution 1, e.g. Technical expertise and implementation capability]
- [Contribution 2, e.g. Product or platform access]
- [Contribution 3, e.g. Industry certifications and compliance knowledge]

### Revenue Model

| Scenario | [Your Company] | [Partner Company] |
|----------|---------------|-------------------|
| Referral (no active involvement) | [X]% referral fee | Delivers full scope |
| Co-delivered project | [X]% of project value | [X]% of project value |
| Joint retainer client | [X]% of monthly fee | [X]% of monthly fee |
| Product resale | [X]% margin | Wholesale pricing |

Invoicing: Each party invoices for their share directly, or [lead party] invoices client and distributes within 14 days of receipt.

### Governance

**Quarterly Partnership Reviews:**
- Review pipeline and revenue performance
- Discuss client feedback and service quality
- Adjust strategy and identify new opportunities
- Address any issues or concerns

**Decision-Making:**
- Operational decisions: Made by the delivering party
- Pricing decisions: Agreed jointly before client proposal
- Strategic decisions: Consensus between nominated partnership leads

**Partnership Leads:**
- [Your Company]: [Name], [Email], [Phone]
- [Partner Company]: [Name], [Email], [Phone]

### Success Metrics

We propose measuring partnership success against the following KPIs:

| Metric | Year 1 Target |
|--------|--------------|
| Joint revenue generated | $[Amount] |
| Number of joint clients | [X] |
| Client satisfaction (NPS) | [X]+ |
| Referrals exchanged | [X] per quarter |
| Joint proposals submitted | [X] per quarter |

### Go-to-Market Plan

**Month 1-2: Foundation**
- Finalise partnership agreement and revenue model
- Develop joint value proposition and messaging
- Create co-branded collateral and case study template

**Month 3-4: Soft Launch**
- Introduce partnership to existing client bases
- Identify [X] pilot opportunities from combined pipeline
- Deliver first joint project

**Month 5+: Scale**
- Launch joint marketing campaigns
- Present at industry events together
- Refine offering based on initial client feedback

### Terms & Conditions

- Initial partnership term: 12 months, with automatic renewal
- Either party may terminate with 90 days written notice
- Non-compete: Neither party will directly compete with the other's core services during the partnership term
- Confidentiality: Mutual NDA covering all shared client and business information
- Intellectual property: Each party retains ownership of pre-existing IP

### Next Steps

1. Review this proposal and provide feedback
2. Schedule a meeting to align on commercial terms
3. Formalise with a signed partnership agreement
4. Begin go-to-market planning

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**Agreed by [Your Company Name]:**

Name: _______________
Title: _______________
Date: _______________
Signature: _______________

**Agreed by [Partner Company Name]:**

Name: _______________
Title: _______________
Date: _______________
Signature: _______________

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**Complexity:** advanced | **Setup time:** 45 minutes | **Tools:** PandaDoc, Notion, HubSpot

Note: This template has been tailored for healthcare & allied health businesses in Australia. Adjust terminology and compliance references to match your specific context.