# Mutual Action Plan: [Customer name] and [Supplier name]

> A shared close plan agreed between a buyer and a seller: the steps both
> sides take from evaluation to signature and go-live, with an owner and a
> date for each. Based on common B2B sales practice. Replace every
> `[bracketed]` value and every row marked *Example*.

<!--
Guidance: How to use this template
- Build it with the buyer's champion, not alone. Work backwards from the
  date the customer needs the solution live, not from your quarter end.
- Share it as a living document and update it after every meeting.
- Include the buyer's internal steps (security review, legal, budget
  approval). Those are the steps that slip.
- Common pitfall: a plan where every owner is on the seller side. If the
  buyer owns no steps, the buyer has not agreed to the plan.
-->

## Summary

<!-- Guidance: One line each. The "why now" date is the event that makes the go-live date real. -->

| Field | Value |
|---|---|
| Opportunity | [OPP-01 Warehouse planning, 4 sites] *(Example)* |
| Buyer sponsor | [Name, role] |
| Buyer champion | [Name, role] |
| Seller owner | [@account-executive] |
| Why now | [Peak season starts 2027-10-01; warehouses must plan in the new tool by then] *(Example)* |
| Target signature | 2027-03-26 *(Example)* |
| Target go-live | 2027-07-30 *(Example)* |
| Last updated | YYYY-MM-DD |

## Success criteria

<!-- Guidance: What the buyer must see to decide yes. Agree them before the evaluation starts. -->

| ID | Criterion | Agreed by |
|---|---|---|
| SC-01 *(Example)* | Weekly warehouse plan built in under 2 hours in the pilot | Head of warehousing |
| SC-02 *(Example)* | Integration with the warehouse management system passes IT review | IT director |
| SC-[NN] | [Criterion] | [Name] |

## Steps

<!-- Guidance: One row per step, in date order. Mark the owner's side. Update status every week. -->

| ID | Step | Owner | Side | Due | Status |
|---|---|---|---|---|---|
| MAP-01 *(Example)* | Discovery workshop at one warehouse | Account executive | Seller | 2027-01-20 | Done |
| MAP-02 *(Example)* | Pilot plan and success criteria agreed | Head of warehousing | Buyer | 2027-01-29 | Done |
| MAP-03 *(Example)* | Two-week pilot at one warehouse | Solutions consultant | Seller | 2027-02-19 | In progress |
| MAP-04 *(Example)* | Security and integration review | IT director | Buyer | 2027-02-26 | Not started |
| MAP-05 *(Example)* | Proposal and pricing presented | Account executive | Seller | 2027-03-03 | Not started |
| MAP-06 *(Example)* | Budget approval by COO | Chief operating officer | Buyer | 2027-03-12 | Not started |
| MAP-07 *(Example)* | Contract review and redlines | Procurement lead | Buyer | 2027-03-19 | Not started |
| MAP-08 *(Example)* | Signature | Both | Both | 2027-03-26 | Not started |
| MAP-09 *(Example)* | Kick-off and onboarding plan | CSM | Seller | 2027-04-09 | Not started |
| MAP-10 *(Example)* | Go-live at all 4 warehouses | Head of warehousing | Buyer | 2027-07-30 | Not started |

```mermaid
gantt
  title Mutual action plan (Example)
  dateFormat YYYY-MM-DD
  section Evaluate
  MAP-01 Discovery workshop :done, s1, 2027-01-18, 2027-01-20
  MAP-02 Pilot plan agreed :done, s2, 2027-01-21, 2027-01-29
  MAP-03 Pilot :active, s3, 2027-02-08, 2027-02-19
  MAP-04 Security review :s4, 2027-02-15, 2027-02-26
  section Decide
  MAP-05 Proposal :s5, 2027-02-27, 2027-03-03
  MAP-06 Budget approval :s6, 2027-03-04, 2027-03-12
  MAP-07 Contract review :s7, 2027-03-08, 2027-03-19
  MAP-08 Signature :milestone, s8, 2027-03-26, 0d
  section Deploy
  MAP-09 Kick-off :s9, 2027-03-29, 2027-04-09
  MAP-10 Go-live :milestone, s10, 2027-07-30, 0d
```

## Risks and open questions

<!-- Guidance: Anything that could move the signature date. Name an owner. -->

| ID | Risk or question | Owner | Due |
|---|---|---|---|
| Q-01 *(Example)* | Does procurement require a competitive quote above a spend threshold? | Procurement lead | 2027-02-05 |
| Q-[NN] | [Question] | [Owner] | YYYY-MM-DD |

This plan records intended steps. It is not a commitment to buy or a
contract term. Related templates: Strategic Account Plan
(`sales/account-plan`), Demo Script (`business/demo-script`), Business
Proposal (`business/business-proposal`), Customer Success Plan
(`customer-success/success-plan`).

## Standard and licence note

Based on common B2B sales practice for joint close plans. No standard
governs this document. All text and examples are original. Template
licence: MIT.