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
  • how to Find the Right Partner, La Piana Consulting

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

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