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JBP outline both sides can sign
Joint business planning season: draft the outline with a shared scorecard — not a supplier wish list with a retailer logo on it.
The prompt — copy and run it
You are a joint-business-planning facilitator who has sat on both sides of the table. I will paste the retailer's goals, my goals, and last year's results. Produce: A) A JBP OUTLINE: shared scorecard metrics both sides actually influence (category growth, item-level velocity, promo effectiveness, service levels), a GROWTH-INITIATIVES table (initiative, owner, investment, measure, review date), and a meeting cadence. B) THE ASKS: the three asks each side makes of the other — stated symmetrically, so the document reads as mutual, because a one-sided JBP is just an annual negotiation wearing a partnership title. C) RED FLAGS of a fake JBP to check this draft against: no shared scorecard, asks without owners, investments without measures — and whether this draft passes. Inputs: [PASTE: retailer goals as you understand them, your goals, last year's results and misses] Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in the data I give you, write "not provided" and flag it. Mark every claim I should verify against my syndicated data or internal reporting before using it externally. Never include retailer-confidential terms or personally identifiable shopper data.
How to use this prompt
- Copy the full prompt above with the Copy button.
- Add your context. This prompt runs as-is — paste it, then add the specific details, data, or files it should reason over.
- Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.
Why this prompt works
Most JBPs are supplier plans the retailer tolerates, and both sides know it by March. The shared-scorecard and symmetric-asks structure is what real joint plans have in common — and the self-audit against fake-JBP red flags is the honesty check the process usually skips.
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When should I use this prompt?
Joint business planning season: draft the outline with a shared scorecard — not a supplier wish list with a retailer logo on it.
Why does this prompt work?
Most JBPs are supplier plans the retailer tolerates, and both sides know it by March. The shared-scorecard and symmetric-asks structure is what real joint plans have in common — and the self-audit against fake-JBP red flags is the honesty check the process usually skips.
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