Playbooks · Partner strategy
Teaming Partner Research Playbook
Good teaming is not a spreadsheet of logos. It is a defensible map of who closes your gaps and who helps you win.
The workflow
- 01Read the requirement
- 02Build the candidate pool
- 03Rank partner fit
- 04Prepare outreach
From inputs to output
A repeatable process.
A reviewable result.
Teams usually find partners from memory, conferences, or last-minute intros. That misses firms with better agency fit, better vehicles, or better proof.
Read the requirement
Extract capability gaps, locations, certifications, vehicles, clearances, and likely evaluation themes.
Build the candidate pool
Search past awards, agency history, set-aside databases, teaming networks, and vehicle rosters.
Rank partner fit
Score each firm against gaps, credibility, conflicts, incumbent relationships, and outreach priority.
Prepare outreach
Draft the partner rationale, intro message, and capture talking points.
What your team
takes forward.
Working material to review, refine and use in your next decision.
- Partner shortlist
- Capability gap map
- Set-aside fit notes
- Vehicle coverage
- Outreach brief
Questions
about the workflow.
Can it find small-business partners?
Yes. It can prioritize 8(a), SDVOSB, WOSB, HUBZone, and other set-aside criteria.
Can it avoid conflicts?
It can flag likely conflicts and incumbent relationships so your team can review them early.
Does it replace relationships?
No. It gives your team better reasons to start the right conversations.
Run it on your own work.
Bring an opportunity, requirement or document. See how the playbook fits your team’s process.