Tools and templates from current resources
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Collaboration tools for managing your partnership effectively, 23 Feb 2009
How to collaborate
IMPLEMENT – Managing your partnership effectively
Drawing up an action plan alongside careful partnership management and building
effective processes into your collaboration will check and ensure it’s functioning
successfully.
Below is an initial mapping of tools and templates to help guide your thinking in this area.
TASK or process Tool/ Template name: description/ notes & page Reference: Resource name,
Organisation, year
Draw up an action Effective action planning: Discusses the need for Working in partnership: a
plan careful planning and management in the form of a sourcebook, New
clear action plan to guide implementation. Helps you Opportunities Fund
to consider what your action plan should contain as
well as undertaking a risk assessment against the plan.
Pages 44-46
Template Project Roadmap: Describes some of the A practical guide to working
different stages that the partnership will go through with partnerships.
before becoming a reality. A more detailed partnership Nottingham CVS, 2008
plan is also available in this resource, highlighting the
various activities needed for the successful completion
of each stage of the partnership roadmap.
Develop an Developing an evaluation strategy: Guides your Working in partnership: a
evaluation plan thinking around what you want to evaluate, who sourcebook, New
should do it and the evaluation stages to include. Self Opportunities Fund
evaluations and independent evaluations are discussed
alongside the tendering process for appointing an
external third party.
Pages 54-59
Evaluating partnership working: Tips for evaluating Working in partnership: a
the collaboration in terms 3 areas: the partnership sourcebook, New
process, the operational systems and the partnership Opportunities Fund
value. A qualitative evaluation form is presented to
assess the quality of your collaboration and how it
works breaking down each of the above 3 areas into
between 4 and 8 subcategories for assessment.
Pages 60-64
Project Implementation: This worksheet discusses briefly Collaborate resource kit
management some of the immediate common issues for successful worksheet 8 -
tenderers. It looks at settling contracts, resolving Implementation, produced
management information systems, agreeing start-up by Neadon Consulting with
times, managing staffing as well as communications the Housing Associations'
and relationships. If your successful collaboration is Charitable, July 2008
taking on an existing service TUPE and other service
user transfer issues are discussed.
Planning and delivery self evaluation checklist: Helps Working in partnership: a
you check whether you have considered all of the sourcebook, New
Collaboration tools for managing your partnership effectively, 23 Feb 2009
issues that might affect the success of your Opportunities Fund
collaboration.
Page 52
Effective monitoring and management: Looks at Working in partnership: a
defining, collating and using monitoring data alongside sourcebook, New
some of the pitfalls and issues that can arise in Opportunities Fund
collaborative working.
Pages 47-48
Template Stakeholder Analysis and Communication A practical guide to working
Plan: Identifies key stakeholders and plans how they with partnerships. N2
will be communicated with throughout the project. (squared) Consulting with
Nottingham CVS, 2008
Template Risk log: Example showing some potential A practical guide to working
risks to the partnership and mitigating actions. with partnerships. N2
(squared) Consulting with
Nottingham CVS, 2008
Avoiding and/ or Problem solving in partnership: Looks at some of the The Step by Step guide to
resolving conflicts key challenges and reasons for frustration in successful partnership
partnership work and provides exercises to help working for voluntary and
organisations think these through. The challenges community organisations,
assessed fall under the following headings: Bringing Regional Action and
about change; Culture and dynamics; Attitudes and Involvement South East,
understanding; Accountability and representativeness; RAISE, 2002
and Resourcing and practicalities.
Worksheets and learning points in Section 4, pages 65-
94.
Maintaining the involvement of partners and Working in partnership: a
Improving Communications: The risks involved in sourcebook, New
losing momentum as time goes by are discussed Opportunities Fund
alongside ways of addressing this.
Page 49-50
Template Issue Log: Example recording issues that A practical guide to working
have occurred that may affect the partnership and the with partnerships. N2
actions taken to resolve them. (squared) Consulting with
Nottingham CVS, 2008
Internal Collaborative Functioning Scales: A Nonprofit Collaboration &
questionnaire designed for partners to indicate how Mergers: Finding the Right
they feel the collaboration is functioning on a range of Fit, A Resource Guide for
areas such as shared vision, decision making, Nonprofits, EPIC.
leadership, communication, trust… and to start thinking
about how things can be done more effectively. Tool
taken from Evaluating Collaboratives University of
Wisconsin-Cooperative Extension, 1998
Page 9
If you would like to recommend a resource or give feedback on any of the tools listed
above please email sarah@bassac.org.uk
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