Team Strategy / Decision worksheet

Creator partnership checklist

Use with the proposed agreement. Check an item only when you have a clear answer in writing. An unresolved item is a discussion—not a score.

Creator / product: ____________________ Partner: ____________________
Proposal version / date: ____________________ Reviewed by: ____________________

1. Product and scope

Product, buyer problem, and supporting evidence are specific.

Deliverables, exclusions, milestones, and acceptance criteria are written.

Changes require a named approver and a revised scope.

Status: clear / needs clarification / not acceptable · Agreement section: ______

Open question / responsible person / due date

2. Funding and cost recovery

Each upfront and ongoing cost has a payer and approval limit.

Recoverable costs and their order of deduction are defined.

Low or zero sales: any repayment or minimum payment is explicit.

Status: clear / needs clarification / not acceptable · Agreement section: ______

Open question / responsible person / due date

3. Responsibilities and approvals

Creator time, content, promotion, and response expectations are written.

Named owners cover support, refunds, updates, and outages.

Product, pricing, claims, branding, and disclosure approvals are clear.

Status: clear / needs clarification / not acceptable · Agreement section: ______

Open question / responsible person / due date

4. Ownership, licenses, and access

Existing and newly created assets have stated owners and usage rights.

Exclusivity, reuse, name/likeness use, and duration are explicit.

Account access, exports, and permitted customer-data use are documented.

Status: clear / needs clarification / not acceptable · Agreement section: ______

Open question / responsible person / due date

Team Strategy / Decision worksheet

The numbers and the exit

Continue the same proposal review. Record the agreement section and next action under each heading.

5. Revenue calculation

Included sales and the cash-collected or booked-sales basis are defined.

Refunds, taxes, fees, reserves, and approved costs are handled explicitly.

Both parties can reproduce a sample payout; no cost is counted twice.

Status: clear / needs clarification / not acceptable · Agreement section: ______

Open question / responsible person / due date

6. Reporting and payment

The collecting entity, payment schedule, and statement fields are named.

Records can be checked and errors or disputes have a resolution process.

Holds, late refunds, final payments, and tax administration are assigned.

Status: clear / needs clarification / not acceptable · Agreement section: ______

Open question / responsible person / due date

7. Duration, exit, and customers

Term, renewal, notice, and breach/repair steps are written.

Future selling rights, continuing shares, and handover dates are clear.

Existing buyers keep an identified support/access/refund contact.

Status: clear / needs clarification / not acceptable · Agreement section: ______

Open question / responsible person / due date

Reproduce the payout

Payments collected: ______ − agreed deductions: ______ = amount split: ______

Creator share: ______ % × amount split = payout: ______

Check the order of cost recovery, reserves, and later adjustments against the actual agreement.

Next decision: continue discussions / seek clarification / decline

What must be resolved before committing?