Starting The Conversation, Dewey & Kaye
description
Transcript of Starting The Conversation, Dewey & Kaye
NONPROFIT COLLABORATION:
STARTING THE CONVERSATION
KATE DEWEYKATE SPHAR
AUGUST 30, 2011
Collaboration – Administrative or programmatic Administrative consolidation/shared services – Finance & accounting, human resources, IT, etc.
Management service organization – Creation of a new entity
Organizational integration – mergers, subsidiary relationships, etc.; when both programs and cultures are highly compatible
Types of Collaboration/Shared Services
The Collaborative Process
WHY?
Conduct Environment and Organizational
Assessment
Determine criteria for success
Determine key characteristics of
compatible partner
WHO?
Find the Partner
Analyze Compatibility of Culture
Build trust
Create a Shared Vision and Success
Metrics
Affirm buy-in to explore
WHAT?Organize Exploration
Process
Learn, Confirm, Affirm
Determine Desired Structure and Key
Characteristics
Conduct Legal and Financial Due
Diligence
Finalize Details, Draft Implementation Plan
and Budget
GO/NO GO
HOW?APPROVAL
SIGN & FILE DOCUMENTS
Build staff buy-in
Implement work plan
CELEBRATECOMMUNICATE
IMPLEMENT
How to Start the Conversation
With Your Board Chair?
With Your Board?
With Your Management Team?
Shortcuts to Avoid
Abbreviating the process because you think you have found “the one”
Skimping on outside experts (legal, financial, facilitation)
Forgetting the importance of your communication strategy (internal and external)
Reminders
Put your assumptions about what you hope you achieve through an alliance down on paper
Be honest about your organizations assets and liabilities
Address the tough issues as they surface Make sure your assumptions are shared by your
board Plan for the heavy lifting during the exploration
and implementation For every month you explore it takes two months
to implement
About Dewey & Kaye
About Dewey & Kaye
THANK YOU!
April 6, 2010