Mutual Success Plan

A mutual success plan (MSP) is a shared roadmap that keeps partners aligned on exactly what they want to achieve together and how they’ll get there. Rather than working in silos, partners use this document to agree on common goals, timelines and who owns which actions — whether for a specific co-selling deal or a long-term marketing campaign.

These plans typically outline details such as key objectives, target accounts or segments, roles and ownership, expected deliverables, success metrics and review milestones. They may also include enablement activities, resource commitments and communication cadences to ensure progress stays on track. By getting everyone on the same page from day one, mutual success plans reduce misalignment and help prevent stalled or unfocused partnerships.

In partner ecosystems, mutual success plans provide structure and accountability for collaborative efforts. They help partners coordinate actions, prioritize the right opportunities and measure impact over time. When used effectively, a mutual success plan strengthens trust, improves execution and increases the likelihood that joint initiatives translate into real, measurable business outcomes.