Competition v Collaboration
Caution Competitors Ahead
Funding
Shortage
2 miles
Merge
Here
Forbes Funds Strategic Restructuring Seminar
La Piana Consulting 2011

What has been your greatest success and greatest challenge working with other organizations?
Opening Discussion

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

The Partnership Matrix
Administration
Management ServicesOrganization
Administrative Consolidation
Contracting for services
Exchanging services
Sharing services
Collaboration
Information sharing
Program coordination
Joint planning
Parent/SubsidiaryCorporation
Corporate Merger/Acquisition
Joint Programming
Single focus or program
Multi-focus or program
Integrated system
Joint VentureCorporation
Program
Greater Integration
Greater Autonomy

Strategic Restructuring Process

Know thyself.

Self-Assessment
Motivators
Desired outcomes
Critical issues
Organizational factors or “red flags”
Financial assessment

Find a partner.

See Handout A
Organizational Relatedness

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

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

Prospective Partner Screen
See Handout B

Roadblocks to Strategic Restructuring
Autonomy concerns
Lack of trust
Self-interest
Organizational culture
15
La Piana Consulting © 2010

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

Resources
The Foundation Center
(www.foundationcenter.org)
Nonprofit Collaboration Resources
Nonprofit Collaboration Database
La Piana Consulting
(www.lapiana.org)

Thank You
Questions?

how to Find the Right Partner, La Piana Consulting

by GPNP on Aug 31, 2011

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how to Find the Right Partner, La Piana Consulting — Presentation Transcript