Joint Engagement Plan (JEP)

A joint engagement plan (JEP) represents a mutually agreed upon roadmap that lays out roles, milestones, and success metrics for both the client and service provider to support driving adoption, value, and outcomes from a deal post-sale. It keeps execution on track.

Joint engagement plans can be created with platforms like, or through traditional spreadsheets.

Detailing engagement plan elements like communications plans, learning programs, pilot projects, and executive alignment upfront aligns expectations. Joint progress reviews enable course correcting. Having shared goals and timeframes facilitates open collaboration.

Proactively defining a joint engagement plan prevents misunderstandings on either side following contract signing. However, flexibility allows adapting to unexpected needs and developments. When thoughtfully developed together, joint engagement plans cement partnerships and accountability.

Back to Glossary