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Creating Value Together - April 2014","","JBP ToolKit（April 2014）提供联合商业规划（Joint Business Planning, JBP）的实用工具与模板，涵盖关键会议议程与输出内容。资料聚焦制造商与零售商在领导层与高级层的协同流程，包括启动会议、探索、倡议规划与季度/双年回顾等环节。文中包含会议目标、格式与时长安排，并给出输出模块如Insights Summary、核心财务、SWOT分析、Scorecard与联合倡议优先级等，用于推动战略对齐、计划落地与后续行动。",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/jbp-toolkit-creating-value-together-april-2014/356671/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/jbp-toolkit-creating-value-together-april-2014/356671.png","ImageObject",442,249,{"name":88,"@type":89},"Noah","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-29","2026-09-23",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"JBP ToolKit主要包含哪些类型的内容？","Question",{"text":109,"@type":110},"包含“Helpful Tools”，覆盖关键JBP会议议程（Key JBP Meeting Agendas）以及JBP输出模板（JBP Output Templates），如Insights Summary、核心财务、SWOT分析与Scorecard等。","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"高级层的会议#1“Discover, initiative planning”通常有哪些议程部分？",{"text":114,"@type":110},"包括自我介绍/会议目的、市场环境评估、愿景与目标/现状评估、策略与倡议讨论、以及开放事项与下一步等，并给出目标、形式和时长。",{"name":116,"@type":107,"acceptedAnswer":117},"双年回顾会议#2的“Initiative Review”和“Initiative Prioritization”分别做什么？",{"text":118,"@type":110},"Initiative Review用于汇报倡议进展与Scorecard指标、讨论有效与无效事项、识别需要解决的问题并形成对财务与时间安排的影响；Initiative Prioritization则讨论各倡议在分类内外的优先级调整需求。","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},356671,1791741392,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":142},8796095462418,"https://ap-avatar.wpscdn.com/avatar/80000253c1241d02b47?x-image-process=image/resize,m_fixed,w_180,h_180&k=1778826106357471780","APRIL, 2014  \nJOINT BUSINESS PLANNING  \n“Creating Value  \nTOGETHER”  \nJBP ToolKit  \nHELPFUL TOOLS  \nINDUSTRY REPORT SPONSORED BY:  \nNACDS & The Partnering Group  \nJBP ToolKit  \nHELPFUL TOOLS  \nKey JBP Meeting Agendas  \n• Leadership Approach  \n• Advanced Approach  \n• Foundation Approach  \nJBP Output Templates  \n• Insights Summary  \n• Core Finacncial  \n• SWOT Analysis  \n• Scorecard  \n• Scorecard Build  \n• Joint Initiative Prioritization  \n• Initiatives Summary  \n• Plan on the Page  \n• Plan Implementation  \nThis report contains diagrams and templates copyright of TPG. © 2014 The Partnering Group Inc. For a copy full JBP Report please contact:  \nMike Holcomb Peter Leech  \n• Managing DirectorManufacturer  \n• mholcomb@tpg-mail.com  \n• Managing DirectorRetail Practice  \n• [pleech@tpg-mail.com](pleech@tpg-mail.com)  \n**This report, its recommendations and its toolkit are provided for information purposes only and their use offers no guaranteed financial or business outcomes.  \n2  \nJBP TOOLKIT  \nCreating Value Together  \nJBP ToolKit  \nHELPFUL TOOLS  \nJoint Business Planning  \nLeadership level Key Meetings/Sessions  \n3  \nJBP TOOLKIT  \nCreating Value Together  \nJBP ToolKit  \nHELPFUL TOOLS  \nFirst KickOff  \nMeeting \\#1  \nexample “Working Agenda”  \n4  \nJBP TOOLKIT  \nCreating Value Together  \nJBP ToolKit  \nHELPFUL TOOLS  \nDiscovery  \nMeeting \\#2  \nexample “Working Agenda”  \n5  \nJBP TOOLKIT  \nCreating Value Together  \nJBP ToolKit  \nHELPFUL TOOLS  \nInitiative planning  \nMeeting \\#3  \nexample “Working Agenda”  \n6  \nJBP TOOLKIT  \nCreating Value Together  \nJBP ToolKit  \nHELPFUL TOOLS  \nQuarterly review  \nMeeting \\#4  \nexample “Working Agenda”  \nJBP TOOLKIT  \nCreating Value Together  \nJBP ToolKit  \nHELPFUL TOOLS  \nJBP – Key meetings  \nAdvanced level  \n\n| Manufacturer Internal\u003Cbr>\u003Cbr>Session 0 Discovery, Planning Preparation |  |  | |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- |\n| Joint Sessions\u003Cbr>& Deliverables | | |  | |  | |\n| |  |  | |  | |  |\n|  |  |  | \u003Cbr>Session 1.5 Initiative, Scorecard Updates |  |  |  |\n| Retailer Internal |  |  |  |  |  |  |\n\n8  \nJBP TOOLKIT  \nCreating Value Together  \nJBP ToolKit  \nHELPFUL TOOLS  \nDiscover, initiative planning  \nmeeting \\#1 Advanced level  \nexample “Working Agenda”  \n| Topic | Objectives | Format | Duration |\n| --- | --- | --- | --- |\n| Introductions / Meeting Purpose | 􀀁 Introductions\u003Cbr>􀀁 Review objectives for meeting | 􀀁 Introduction/Objectives By Retailer | 15 minutes |\n| Marketplace Landscape Review | 􀀁 Industry Landscape/Economics\u003Cbr>􀀁 Key Trends / Business Drivers\u003Cbr>􀀁 Marketplace Assessment – Category Dynamics | 􀀁 Presentation by Manufacturer | 15 minutes |\n| Vision & Objectives Current State Assessment | 􀀁 Scorecard Review\u003Cbr>􀀁 Review business by category | 􀀁 Category Vision / Objectives (Retailer * Manufacturer)\u003Cbr>􀀁 Current State Assessment | 15 minutes |\n| Strategies / Initiatives | 􀀁 Review Category Strategies and Initiatives presented by both Retailer and Manufacturer (to include Shopper Marketing)\u003Cbr>􀀁 Gain Alignment of Strategies & Initiatives\u003Cbr>– Assign Initiative Ownership | 􀀁 Presentation By Manufacturer\u003Cbr>􀀁 Facilitation Workshops to flush out ideas 􀀁 Initiative Ideation & Build Out\u003Cbr>􀀁 Initiative Planning & Roles | 3hrs |\n| Open Items and Next Steps | 􀀁 Discuss open items\u003Cbr>􀀁 Align on next steps\u003Cbr>􀀁 Secure next Meeting Date and Location | 􀀁 Wrap up and Close | 15 minutes |\n\n9  \nJBP TOOLKIT  \nCreating Value Together  \nJBP ToolKit  \nHELPFUL TOOLS  \nBi-annual review  \nmeeting \\#2 Advanced level  \nexample “Working Agenda”  \n| Topic | Objectives | Format | Duration |\n| --- | --- | --- | --- |\n| Introductions / Meeting Purpose | 􀀁 Introductions\u003Cbr>􀀁 Review objectives for meeting | 􀀁 Introductions/Objectives By Retailer | 10 minutes |\n| Initiative Review | 􀀁 Update on Initiative Results to Date\u003Cbr>􀀁 Scorecard Metrics\u003Cbr>􀀁 What’s working/ not working?\u003Cbr>􀀁 Issues that need to be resolved\u003Cbr>􀀁 Help needed from the Team\u003Cbr>􀀁 Recommended changes to the Initiative Plans\u003Cbr>􀀁 Fina","cbCaijvYPBwYW2nf","https://ap.wps.com/l/cbCaijvYPBwYW2nf","pdf",4469324,22,"English","# JBP ToolKit Helpful Tools\n## Key JBP Meeting Agendas\n## JBP Output Templates\n## Leadership level Key Meetings/Sessions\n## First KickOff Meeting #1 - example Working Agenda\n## Discovery Meeting #2 - example Working Agenda\n## Initiative planning Meeting #3 - example Working Agenda\n## Quarterly review Meeting #4 - example Working Agenda\n## Advanced level\n## Discover, initiative planning meeting #1 - Working Agenda\n## Bi-annual review meeting #2 - Working Agenda","[{\"question\":\"JBP ToolKit主要包含哪些类型的内容？\",\"answer\":\"包含“Helpful Tools”，覆盖关键JBP会议议程（Key JBP Meeting Agendas）以及JBP输出模板（JBP Output Templates），如Insights Summary、核心财务、SWOT分析与Scorecard等。\"},{\"question\":\"高级层的会议#1“Discover, initiative planning”通常有哪些议程部分？\",\"answer\":\"包括自我介绍/会议目的、市场环境评估、愿景与目标/现状评估、策略与倡议讨论、以及开放事项与下一步等，并给出目标、形式和时长。\"},{\"question\":\"双年回顾会议#2的“Initiative Review”和“Initiative Prioritization”分别做什么？\",\"answer\":\"Initiative Review用于汇报倡议进展与Scorecard指标、讨论有效与无效事项、识别需要解决的问题并形成对财务与时间安排的影响；Initiative Prioritization则讨论各倡议在分类内外的优先级调整需求。\"}]","JBP ToolKit - Creating Value Together - April 2014 | PDF",1790126742,8]