NovaPay, a B2B payments platform for SMBs, is preparing its annual partner summit in 8 weeks. The CEO wants a clear growth thesis presented to 14 strategic channel and banking partners to secure co-marketing commitments, product integration support, and a renewed revenue-share agreement for the next fiscal year.
You are the program manager coordinating a cross-functional team of 9 people across Strategy, Product, Finance, Sales, and Data. The challenge is not just building the deck — it is aligning internal leaders on one credible story, deciding what evidence to include, and sequencing partner conversations so the company can launch a joint growth plan by the start of Q4.
The CEO wants an ambitious narrative that signals market leadership. Finance wants conservative projections and will not approve unsupported assumptions. Product wants to emphasize a 2-quarter roadmap, while Sales wants near-term partner asks tied to pipeline targets. Two top partners also have competing priorities: one wants exclusivity in a key vertical, while another wants faster API commitments before expanding distribution.