Use when the alliance portfolio needs a board-grade thesis: why alliances, where we win, which bets get funded, and the board pack behind the call.
Instructions your experts follow when using this skill.
Use this when the alliance portfolio needs a board-grade thesis, above any single partner plan. Start from the corporate strategy and growth targets, the current alliance portfolio, trailing alliance economics, the board calendar, and the systems the numbers come from.
The three corporate bets alliances have to serve, the partner archetypes that serve each bet, and what we will not do.
Each claim names its evidence or stays UNKNOWN. A thesis with no named corporate bet behind it is a wish, not a strategy.
Per alliance: the corporate bet it serves, its trailing sourced and influenced economics, and a fund, grow, hold, or exit call with one line of evidence.
Score each fund bet quantitatively (mutual customers, pipeline, overlap counts) and qualitatively (executive sponsorship, joint roadmap, competitive posture). Size the opportunity behind it — deal value, impacted lines — and name the stakeholder impact (who gains, who loses, who has to act) as a one-paragraph business case.
Write sunset and exit provisions — payouts, handoffs, the end state — into every fund-or-exit call, at the time the call is made rather than when it goes wrong.
Each fund bet gets a named board-level owner on our side.
Run this read ahead of the annual strategy review, so the board sees alliances inside the plan rather than beside it.
Where we started (last year's thesis and calls), portfolio economics with their trends, the fund/grow/hold/exit calls, the new bets and their asks, and the top three alliance risks.
Follow the executive-review shape — value, gaps, roadmap, asks — with every number sourced to its system and window.
Ship the pack as a pre-read three business days out so members mark up questions in advance, and open the session on their mark-ups rather than a read-through.
Leave out any slide whose source is missing, and say so in the delivery note.
An annual thesis review with the board. Quarterly business reviews — the profit-and-loss close and the council reads — feeding a mid-year portfolio check. And a named trigger that forces an out-of-cycle read: a failed bet, a rival alliance, or a market shock.
Each forum names its owner, its inputs, and its one decision.
The one-page thesis, the portfolio-to-thesis map with its fund calls, the board pack, and the review rhythm.
No corporate strategy on file means drafting from owner-stated bets marked INFERENCE, with confirming them as the first review item. No trailing economics means thesis first, with the profit-and-loss feed as the top follow-up.
No thesis, fund call, or board pack goes to a partner, a board member, or an executive forum without your explicit yes.
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