Discover

It’s never too soon to discover the insider information about how to be successful partners

Because co-owners don’t know what they don’t know, the PC Workbook prompts each of them – individually – to answer over 400 questions covering 15 critical partner topics. Besides discovering issues they never contemplated, they each discover what they think about how they want their partnership to work. The Workbook’s essentially a short course on the ins and outs of being successful partners.

The PC Workbook

David Gage wrote the first draft of the PC Workbook after 10 years of resolving partner conflicts. The Workbook’s undergone 20 years of continuous refining and testing with scores of partnerships of every size, age, and industry.

The workbook leads partners through 15 critical topics they need to address as they form a partnership, or fine tune the one they’re in. Each unit can be completed in 1-3 hours on a computer or laptop.

More about the Partnership Charter

Notable features of the PC Workbook

Learn more about
the other 2 steps in the process

Discover

The PC Workbook is like taking a short course in partnerships. It covers every critical topic so partners can individually discover the issues and write their thoughts — the first step in the designing a healthy, resilient partnership.

 

Discuss

Going back and forth — sharing and listening — partners reveal and discuss what each person thinks is critical to their success. They build on a foundation of each person’s ideas. It’s a creative, unique step in the process.

 

Document

Each partner independently reviews and comments on each unit draft. The advisor reconciles the feedback and a new draft is written. A 70-100 page Charter memorializes the partners’ understandings and agreements.

 

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