Checklist Drafting Joint Promotion Agreements

Company Letterhead (Drafting Company)

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Joint Promotion Agreement Drafting Checklist

**Date:** {{date}}

**Client/Project Name:** {{project_name}}

**Prepared By:** {{preparer_name}}

I. Parties to the Agreement

1. **Party A (Promoting Company):**

* Legal Name: {{party_a_legal_name}}

* Registration Number: {{party_a_registration_number}}

* Registered Address: {{party_a_registered_address}}

* Contact Person: {{party_a_contact_person}}

* Contact Email: {{party_a_contact_email}}

2. **Party B (Promoted Company/Product Owner):**

* Legal Name: {{party_b_legal_name}}

* Registration Number: {{party_b_registration_number}}

* Registered Address: {{party_b_registered_address}}

* Contact Person: {{party_b_contact_person}}

* Contact Email: {{party_b_contact_email}}

II. Purpose and Scope of Promotion

1. Clearly define the products/services to be promoted: {{products_services_description}}

2. State the objectives of the joint promotion: {{promotion_objectives}}

3. Specify the target audience: {{target_audience}}

4. Define the promotional period: From {{start_date}} to {{end_date}}

5. Geographical scope of the promotion: {{geographical_scope}}

III. Marketing Activities and Responsibilities

1. **Joint Marketing Plan:** Attach as Schedule A. Ensure it details:

* Marketing channels (e.g., social media, print, events): {{marketing_channels}}

* Specific campaigns and initiatives: {{campaigns_initiatives}}

* Timeline for each activity: {{timeline_details}}

* Key performance indicators (KPIs) and success metrics: {{kpis_metrics}}

2. **Division of Responsibilities:** Clearly assign tasks to Party A and Party B for each marketing activity.

* Party A Responsibilities: {{party_a_responsibilities}}

* Party B Responsibilities: {{party_b_responsibilities}}

3. **Approval Process for Marketing Materials:** Outline procedures for review and approval of all promotional content. {{approval_process_details}}

IV. Financial Contributions and Revenue Sharing

1. **Budget Allocation:** Detail financial contributions from each party toward marketing activities. {{budget_allocation_details}}

2. **Cost Sharing Mechanism:** Specify how shared costs will be handled (e.g., 50/50, pro-rata). {{cost_sharing_mechanism}}

3. **Revenue Sharing (if applicable):** Define how any revenue generated from the promotion will be split. {{revenue_sharing_details}}

4. **Payment Terms:** Specify payment schedules and methods. {{payment_terms}}

V. Intellectual Property Rights

1. **Ownership of Existing IP:** Confirm ownership of all pre-existing intellectual property used in the promotion. {{existing_ip_details}}

2. **Ownership of Newly Created IP:** Specify ownership of any new IP developed during the promotion. {{new_ip_ownership}}

3. **Licensing:** Detail any licenses granted for the use of IP for the purpose of the promotion. {{ip_licensing_details}}

VI. Confidentiality and Data Protection

1. **Confidential Information:** Define what constitutes confidential information. {{confidential_information_definition}}

2. **Non-Disclosure Obligations:** Outline the obligations of each party regarding confidentiality. {{non_disclosure_obligations}}

3. **Data Protection (POPIA/GDPR Compliance):** Ensure compliance with relevant data protection laws for any shared customer data. {{data_protection_compliance_details}}

VII. Term and Termination

1. **Agreement Term:** State the effective date and duration of the agreement. From {{effective_date}} to {{termination_date}}

2. **Renewal Options:** Specify conditions for renewal. {{renewal_options}}

3. **Termination Clauses:** Outline conditions under which the agreement can be terminated (e.g., breach, insolvency, mutual agreement). {{termination_clauses}}

VIII. Dispute Resolution and Governing Law

1. **Dispute Resolution Mechanism:** Preferred method (e.g., negotiation, mediation, arbitration). {{dispute_resolution_mechanism}}

2. **Governing Law:** Specify the jurisdiction whose laws will govern the agreement. {{governing_law_jurisdiction}} (e.g., South Africa)

IX. Other Important Clauses

1. **Force Majeure:** Provisions for unforeseen circumstances preventing performance. {{force_ majeure_details}}

2. **Indemnity:** Clauses for protection against losses or damages. {{indemnity_details}}

3. **Assignment:** Restrictions or permissions regarding assigning the agreement. {{assignment_details}}

4. **Entire Agreement:** Clause stating the document constitutes the entire agreement. {{entire_agreement_details}}

5. **Notices:** Contact details for official communications. {{notices_contact_details}}

X. Signatures

**FOR PARTY A (Promoting Company):**

____________________________________

Name: {{party_a_signatory_name}}

Title: {{party_a_signatory_title}}

Date: {{party_a_signature_date}}

**FOR PARTY B (Promoted Company/Product Owner):**

____________________________________

Name: {{party_b_signatory_name}}

Title: {{party_b_signatory_title}}

Date: {{party_b_signature_date}}