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NT-295 / Decision pack

Partnership suitability worksheet

Clarify contribution and authority before describing someone as a partner.

Clarify contribution and authority before describing someone as a partner. Connect proposed contribution, dependency or concern, clarification required with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which collaboration condition still needs evidence or an agreed boundary?

Individuals exploring a potential business collaboration.

From input to next step.

  1. 01

    Set the boundary

    Define the proposed collaboration and each party's actual contribution without assuming a legal partnership exists.

  2. 02

    Work through the record

    Discuss dependencies, decision authority, ownership and exit questions. Obtain suitable professional advice for legal or financial arrangements.

  3. 03

    Confirm the next step

    Record unresolved conditions and a limited next step before making commitments or sharing confidential material.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
PS-01
Proposed contribution
Delivery capacity
Dependency or concern
Actual availability
Clarification required
Confirm bounded commitment
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • Not a partnership contract or background check.
  • No financial or legal advice.
  • Do not share secrets without appropriate arrangements.

A collaboration discussion record, not partner endorsement or due diligence assurance.

A few useful answers.

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Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

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