Library / Understanding Is Leverage

Preparation Templates

Copy these before any negotiation that matters. They turn the book's principles into a few minutes of structured thinking. (See Chapter 27 for the reasoning behind them.)

1. The One-Sheet

The single page to fill in before you walk in. Keep it to a page; if it grows into a binder, you're hiding from the hard questions rather than answering them.

My target (what I want + the evidence)
My BATNA (best alternative if no deal)
My walk-away (the limit I won't cross)
Their likely interests (what's really driving them)
Possible black swans (what might I not know?)
My first offer / anchor
3 labels I'll use (e.g., "it seems like…")
3 calibrated questions (how/what…)
My accusation audit (the worst they'll think, named first)

2. The Pre-Mortem

Before you begin, write the failure as if it already happened — this surfaces ~30% more real risks than asking "what might go wrong?"

"It's three months from now. This negotiation failed completely. Here is exactly why it fell apart:"

List every reason that comes. Then, for the top three, write one preventive action you can take now.

Reason it failedWhat I'll do now to prevent it
1.
2.
3.

3. The BATNA Worksheet

My best alternative if I walk away
How strong is it, really? (honest)
One thing I can do to strengthen it before the talk
Their likely BATNA (their alternative to me)
Who is more dependent on this deal?

Whoever can more credibly walk away holds the power — regardless of size (Ch 4).

4. The Stakeholder Map (multi-party)

Place every party by how much power they hold and how much interest they have in the outcome (Ch 29).

PartyTheir core interestPower (H/M/L)Interest (H/M/L)Ally, blocker, or neutral?

Then ask: whose interest, addressed early, unlocks a coalition? Who has high interest but low power — a likely ally or spoiler?

5. The Ackerman Plan (price haggling)

For distributive, number-over-a-number situations only (Ch 23).

StepAmountNote
Research targetthe number I actually want
Offer 1 — 65% of targetaggressive but defensible anchor
Offer 2 — 85%raise only after empathy + "no"
Offer 3 — 95%smaller step (signals nearing limit)
Offer 4 — 100% (precise!)e.g., $,non-round number + small non-cash gift

Between offers, say no with empathy and a calibrated question — "How am I supposed to go higher than that?" — never a flat refusal.

6. Channel check (before you send)

  • Is this conversation emotional or trust-sensitive? → Don't do it in writing; call or meet (Ch 30).
  • If it must be written: read it once as a hostile reader would. Cut sarcasm. Say the goodwill out loud.
  • Angry? → Draft it, don't send it. Sleep on it (Ch 8).