Existing Partnership Check-up

Transcription

1 Existing Partnership Check-up Use this tool periodically to check on the progress of the partnership and to address problems, should they develop (e.g., stagnation, uneven participation, undue conflict, etc.). It is an assessment of the overall project, rather, it is meant to help determine whether a partnership is functioning as well as it could be. We suggest starting the check up as an internal exercise (all partners) followed by reporting out as needed to resolve issues. Responses are used to assess the effectiveness of the partnership, uncover problem areas, course correct, or terminate the partnership. Respondents must be frank and open. This is a job performance critique but an assessment of how the partnership is working. If there are serious issues, consult with a CUL supervisor or the sponsor of the partnership. Please enter your name and the name of your partnership: Your name: Partnership name: I. Clarity and Realism of Purpose Is the purpose of the partnership: Meeting your expectations Not meeting your expectations Exceeding your expectations Please indicate the degree to which you or dis with the following statements: a. The partnership is based on a clear shared vision b. The partnership is anchored by shared values. c. The goals and objectives of the partnership are clear. Dis know / d. The goals and objectives of the partnership are realistic. e. The lines of accountability are clear.

2 Dis know / f. The areas of responsibility are clear. g. The timeline is clearly defined. h. The timeline is realistic. Please comment on your choices above. If the purpose of the partnership is meeting your expectations, what is your plan for improvement? If the purpose of the partnership is exceeding your expectations, what contributes to the success? II. Level of Accomplishment Is the current level of accomplishment in the partnership meeting, meeting or exceeding your expectations?

3 Please indicate the degree to which you or dis with the following statements: a. The partnership is on track towards accomplishing the intended outcomes. b. The deliverables have been on target. c. The deliverables have been on time. d. The achievements are celebrated. e. There are barriers to achieving the intended outcome of the partnership. Dis know / Please comment on your choices above: If the current level of accomplishments is meeting your expectations, what is your plan for improvement? If the current level of accomplishments is exceeding your expectations, what contributes to the success? III. Commitment and Buy in Is the current state of commitment and buy in meeting, meeting or exceeding your expectations?

4 Please indicate the degree to which you or dis with the following statements: a. We have the necessary commitments from senior levels of management at the partner(s). b. We have the necessary commitments from senior levels of management at CUL. c. All participants at partner(s) are on board. d. All participants at CUL are on board. e. Stakeholders are informed. By "stakeholders," we mean those with an interest in the partnership, but necessarily participating directly. f. Stakeholders are on board. Dis know / Please comment on your choices above: If the current state of commitment and buy in is meeting your expectations, what is your plan for improvement? If the current state of commitment and buy in is exceeding your expectations, what contributes to the success?

5 IV. Operational Arrangements Are the operational arrangements meeting, meeting or exceeding your expectations? Please indicate the degree to which you or dis with the following statements: a. The costs are distributed fairly. b. The benefits are distributed fairly. c. The tasks are distributed fairly. d. Adequate CUL resources are allocated to ensure success e. Adequate CUL staff are allocated to ensure success. f. The level of trust between the partners is sufficient for effective collaboration. g. Communication between partners is adequate and effective. h. The partners are appropriately recognized for their contributions. i. Stakeholders are on board. j. The degree of transparency in financial and other resource arrangements is sufficient. Dis know / Please comment on your choices above: If the current state of operational arrangements is meeting your expectations, what is your plan for improvement?

6 If the current state of operational arrangements is exceeding your expectations, what contributes to the success? V. Assessment, Course Correction and Promotion Are the current assessment, course correction and promotion efforts meeting, meeting or exceeding your expectations? Please indicate the degree to which you or dis with the following statements: a. There is a shared process to assess results. b. Based on the assessment results the goals, objectives, and arrangements are reevaluated and where necessary revised. c. Successes are well communicated to stakeholders and beyond. d. This partnership is still the best option to achieve the intended outcome for both/all partners. e. Benefits still outweigh costs for both/all partners. Dis know or

7 Please comment on your choices above: If the current assessment, course correction and promotion efforts meeting your expectations, what is your plan for improvement? If the current state of operational arrangements is exceeding your expectations, what contributes to the success?