how to Find the Right Partner, La Piana Consulting
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  • When we talk about partners and partnerships, we’re looking at a range of relationships including strategic alliances (center) and corporate restructurings (right). Because these relationships tie your organization’s fate to another, organizations give careful consideration to selecting the right partner
  • Once you’ve made the decision that a partnership or alliance might be a good strategy for your organization, assessment is the very first step in the process
  • Although we’re talking about how to assess and select a partner – the beginning point is to understand how this strategy will benefit your organization – your motivation, the outcomes you’re hoping to achieve, and your own strengths and weaknesses.
  • First consider the relatedness of both organizations’ business models.Which organizations are most related to you? Specifically, which organizations:Offer same/similar programs and servicesHave geographic or “consumer” overlapSeek funding from the same sourcesCompete for media attention, staff, or board membersAdditional criteria to consider includes:Level of trustPast experiences“Usable” skills and assetsCautions and challengesMission and program compatibility and complementaritiesFinancial conditionHandouts: Organizational relatedness matrix, Partner Assessment
  • No matter your field or community – you are one of many organizations in the marketplace

Transcript

  • 1. Find The Right Partner
    Forbes Funds
    Strategic Restructuring Seminar
    August 30, 2011
    with
    Jo DeBolt
    Senior Manager
    5900 Hollis Street, Suite N Emeryville, CA 94608 www.lapiana.org
  • 2. Competition v Collaboration
    Caution Competitors Ahead
    Funding
    Shortage
    2 miles
    Merge
    Here
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 3. What has been your greatest success and greatest challenge working with other organizations?
    Opening Discussion
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 4. Introduce techniques and share tools that can be used in your organization to identify and assess prospective partners for a strategic alliance or corporate restructuring. 
    Session Goals
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 5. The Partnership Matrix
    Administration
    Management ServicesOrganization
    Administrative Consolidation
    • Contracting for services
    • 6. Exchanging services
    • 7. Sharing services
    Collaboration
    • Information sharing
    • 8. Program coordination
    • 9. Joint planning
    Parent/SubsidiaryCorporation
    Corporate Merger/Acquisition
    Joint Programming
    • Single focus or program
    • 10. Multi-focus or program
    • 11. Integrated system
    Joint VentureCorporation
    Program
    Greater Integration
    Greater Autonomy
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 12. Strategic Restructuring Process
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 13. Know thyself.
  • 14. Self-Assessment
    Motivators
    Desired outcomes
    Critical issues
    Organizational factors or “red flags”
    Financial assessment
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 15. Find a partner.
  • 16.
  • 17. See Handout A
    Organizational Relatedness
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 18. Who Is Out There?
    Begin with the organizations you know
    You see them at the same meetings
    You work with them on issues or programs
    Broaden to organizations outside your immediate field or geographic area
    Problem solvers
    Organizations in your backyard
    Ask board members and funders
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 19. Are They Right For Me?
    Criteria that matter to you
    Senior leadership, board members, and staff may have different priorities
    Do your homework
    Website
    990
    Talk to colleagues
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 20. Prospective Partner Screen
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
    See Handout B
  • 21. Roadblocks to Strategic Restructuring
    Autonomy concerns
    Lack of trust
    Self-interest
    Organizational culture
    15
    La Piana Consulting © 2010
  • 22. Do Not…..
    Look for the “white knight”
    Make assumptions about the future
    Create a list of “non-negotiable” items
    Think only of mergers
    Programmatic transfers and joint programs
    Sharing administrative functions
    Go to the solution that requires the least change
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 23. Resources
    The Foundation Center
    (www.foundationcenter.org)
    Nonprofit Collaboration Resources
    Nonprofit Collaboration Database
    La Piana Consulting
    (www.lapiana.org)
    Forbes Funds Strategic Restructuring Seminar
    La Piana Consulting 2011
  • 24. Thank You
    Questions?