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Building & Managing

 Alliances
                   Madeleine Shearer
                   Public Strategies Group
                            maddie@psg.us
                             202 319 1809




Overview

n Reality in today’s world
n Types of alliances
n An ideal to aim for
n Setting up the relationship
n Managing the relationship




Types of alliances

nBe   mindful
  §of what you want
  §of what you might expect
  §of what you might get
   . . .& what you want to invest




                                             1
Setting things up

           “All relationship are a
          function of their history”

      Time and effort invested early
         will pay off in the delivery




Creating adult relationships
       Parent                             Parent


        Adult                               Adult


        Child                               Child

Games People Play : the basic handbook of transactional analysis,
Eric MD Berne, Ballantine Books, New York, NY, USA, 1964




What’s important

nMutual respect
nMutual understanding
nTaking responsibility
§Learning




                                                                    2
Trust - currency of operation

3 elements of trust:
n Competence (capability)
n Reliability (doing what you say?)
n Sincerity (saying what you think?)


       What is the price of mis-trust?




Promises

 Request + Offer = Promise
  Every time you break a promise,
   you lose:
        §integrity
        §trust




Shared responsibility

  Share:
  § Vision (big picture, context of work)
  § Expectations (specifics of output)
  § Consequences (rewards &
    penalties)




                                            3
Direct, but don’t manage
            don’

Focus on product NOT process: set
n conditions of satisfaction
n standards


Focus on the process for
n communication




Conditions of satisfaction
 Unstated expectations are premeditated
              resentments!

Therefore, specify - in writing:
n how much
n by when
n how often
n what quality, etc
                          . . . .on both sides




SMART goals

n Specific
n Measurable
n Achievable
n Realistic
n Timely




                                                 4
Standards

n Be worthy of trust
n Be courteous in all dealings
n Respect employees
n Focus on the customer




Communication
Set expectations for communication by:
n subject “please provide notice of changes”
n people (who to whom)
n Mode
   § email (with addresses)
   § phone (with numbers),
   § etc




Communication
n Set communication strategy
  according to need, rather than time
  schedule

n If
   asking to be informed of bad
  news - - be prepared to receive it!




                                               5
Management
      You can’t change the other party
                    BUT
       you can absolutely change the
                 relationship
So . . .
      § change things on your side, starting
                           with awareness
       § adapt your behavior to manage the
                                relationship




Model the behavior
4 Agreements - Miguel Ruiz
  § Be impeccable in your word
  § Don’t make assumptions
  § Don’t take things personally
  § Always do your best



 The Four Agreements: a practical guide to personal freedom, Don
 Miguel Ruiz, Amber-Allen Publishing, San Rafael, CA, 1997




Learn
n What went well
n What would make it better


                § Don’t wait until the end to learn
                  § Build learning into agreement


     Do mutual customer service ratings!




                                                                   6
Agreement
     Check List




                 Parties
n Who
  § companies
  § persons
  § positions
    § responsibility?
    § authority?




Request

What
n specifics
   § how much
   § what quality
n measurements
   § milestones




                           7
Request

When
n timeline
   § milestones
   § exchanges
   § deliverables




Request

How
n standards
n communication
   § who, to whom
   § by when
   § contact details




Offer

For what
n rewards
  § payments, bonuses
  § Resources

Or what
n penalties
   § financial, recognition/rating




                                     8
Foresight

If what
n critical factors
n constraints/obstacles


Now what
n contingencies
n communication




Hindsight

So what
n learning
   § what went well?
   § what could be done differently
     next time?
   § customer satisfaction ratings?




                                      9

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Building Alliances Checklist

  • 1. Building & Managing Alliances Madeleine Shearer Public Strategies Group maddie@psg.us 202 319 1809 Overview n Reality in today’s world n Types of alliances n An ideal to aim for n Setting up the relationship n Managing the relationship Types of alliances nBe mindful §of what you want §of what you might expect §of what you might get . . .& what you want to invest 1
  • 2. Setting things up “All relationship are a function of their history” Time and effort invested early will pay off in the delivery Creating adult relationships Parent Parent Adult Adult Child Child Games People Play : the basic handbook of transactional analysis, Eric MD Berne, Ballantine Books, New York, NY, USA, 1964 What’s important nMutual respect nMutual understanding nTaking responsibility §Learning 2
  • 3. Trust - currency of operation 3 elements of trust: n Competence (capability) n Reliability (doing what you say?) n Sincerity (saying what you think?) What is the price of mis-trust? Promises Request + Offer = Promise Every time you break a promise, you lose: §integrity §trust Shared responsibility Share: § Vision (big picture, context of work) § Expectations (specifics of output) § Consequences (rewards & penalties) 3
  • 4. Direct, but don’t manage don’ Focus on product NOT process: set n conditions of satisfaction n standards Focus on the process for n communication Conditions of satisfaction Unstated expectations are premeditated resentments! Therefore, specify - in writing: n how much n by when n how often n what quality, etc . . . .on both sides SMART goals n Specific n Measurable n Achievable n Realistic n Timely 4
  • 5. Standards n Be worthy of trust n Be courteous in all dealings n Respect employees n Focus on the customer Communication Set expectations for communication by: n subject “please provide notice of changes” n people (who to whom) n Mode § email (with addresses) § phone (with numbers), § etc Communication n Set communication strategy according to need, rather than time schedule n If asking to be informed of bad news - - be prepared to receive it! 5
  • 6. Management You can’t change the other party BUT you can absolutely change the relationship So . . . § change things on your side, starting with awareness § adapt your behavior to manage the relationship Model the behavior 4 Agreements - Miguel Ruiz § Be impeccable in your word § Don’t make assumptions § Don’t take things personally § Always do your best The Four Agreements: a practical guide to personal freedom, Don Miguel Ruiz, Amber-Allen Publishing, San Rafael, CA, 1997 Learn n What went well n What would make it better § Don’t wait until the end to learn § Build learning into agreement Do mutual customer service ratings! 6
  • 7. Agreement Check List Parties n Who § companies § persons § positions § responsibility? § authority? Request What n specifics § how much § what quality n measurements § milestones 7
  • 8. Request When n timeline § milestones § exchanges § deliverables Request How n standards n communication § who, to whom § by when § contact details Offer For what n rewards § payments, bonuses § Resources Or what n penalties § financial, recognition/rating 8
  • 9. Foresight If what n critical factors n constraints/obstacles Now what n contingencies n communication Hindsight So what n learning § what went well? § what could be done differently next time? § customer satisfaction ratings? 9