When it comes to submitting your Business Case for Partnership, you are often given a form or proforma to fill in. In this blog post we cover our best tips for how to make your Business Case really stand out when you are forced into using a very restrictive format or document.

Use visuals and graphs wherever possible in your Business Case for Partnership

As the saying goes, a picture is worth a thousand words. And when it comes to your Business Case for Partnership this is really the case. If you can add in some visuals it can really help you get across the promise of your Business Case. However, we are seeing a trend – particularly from Big 4 firms – where the proformas everyone has to use to submit their Business Case for Partnership can only include text. No pictures, no visuals. In this scenario you really need to take care with your choice of words.

Start with the best stuff first.

It’s tempting to start your Business Case for Partnership with a lot of context or to give the person reading your Business Case some context about you and your background.

Don’t do this. Seriously.

Start with the best stuff first. The stuff which shows the promise of your Business Case for Partnership. I.e. What is going to be the size of your client portfolio, by when and with what profit margin? This is the stuff your partners are wanting to read and wanting to know. This is the stuff which will instantly get your partners on side and interested to know more about how you are going to achieve your bold statements about the growth of your practice.

Make every word fight for its place

You are living and breathing your Business Case for Partnership, so its natural that you will want to tell EVERYTHING about it in your written Business Case submission. The problem is that the more details you put in, the harder it becomes to see the wood for the trees. This is why we recommend that people start with a 1-sentence sell, then progress to a 3-sentence sell and build their Business Case up from the 3-sentence sell. This technique helps to make sure your Business Case for Partnership is crisp and impactful.  Of course there is always a balance between giving enough detail so that Partners have confidence that you know what you are talking about, and going overboard where the essence of your Business Case for Partnership becomes lost in the overall submission.

Get someone to edit your Business Case for you

I’ve just been editing a Big 4 Business Case for Partnership where the Big 4 firm has asked their partnership prospects to submit a document where they pitch their Business Case in under 500 words. If you have built your Business Case using the STAGe model and a 1-page Talksheet this will be easy. Using someone else to edit your Business Case submission can help you cut out the waffle and make sure that what you have written is easily understood.