Joint Business Planning for Beginners

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5 lessons30 minFree
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About this course

Start your journey with joint business planning through practical examples.

  • 5 lessons
  • 30 min
  • beginner

What you'll learn

  • Define joint business planning and explain its purpose in an account management context
  • Distinguish a JBP from a one-sided internal plan
  • Identify the key components needed before starting a JBP
  • Recognize which data points are useful for a beginner-level plan
  • Outline the main sections of a beginner-friendly JBP document
  • Create a first draft of a JBP using a practical example

Finishing the course

  • 20 knowledge-check questions along the way, so you know the ideas stuck before you move on.
  • Watching is free and needs no account. Sign in to save your progress. Pass each lesson's quiz (60%+) to earn the certificate. Each certificate has its own public verification link to share, marked quiz-verified.