how to find the right partner, la piana consulting

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Find The Right Partner with Jo DeBolt Senior Manager 5900 Hollis Street, Suite N Emeryville, CA 94608 www.lapiana.org Forbes Funds Strategic Restructuring Seminar August 30, 2011

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Page 1: how to Find the Right Partner, La Piana Consulting

Find The Right Partner

with

Jo DeBoltSenior Manager

5900 Hollis Street, Suite N Emeryville, CA 94608 www.lapiana.org

Forbes FundsStrategic Restructuring Seminar

August 30, 2011

Page 2: how to Find the Right Partner, La Piana Consulting

Competition v Collaboration

Caution Competitor

s Ahead

MergeHere

FundingShortage

2 miles

Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011

Page 3: how to Find the Right Partner, La Piana Consulting

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

Opening Discussion

Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011

Page 4: how to Find the Right Partner, La Piana Consulting

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 SeminarLa Piana Consulting 2011

Page 5: how to Find the Right Partner, La Piana Consulting

The Partnership Matrix

Greater Autonomy Greater Integration

Pro

gra

mA

dm

inis

tra

tio

n Administrative Consolidation

Joint Programming

Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011

Single focus or program Multi-focus or program Integrated system

Contracting for services Exchanging services Sharing services

Information sharing Program coordination Joint planning

Collaboration

Management ServicesOrganization

Parent/SubsidiaryCorporation

Corporate Merger/Acquisition

Joint VentureCorporation

Page 6: how to Find the Right Partner, La Piana Consulting

Strategic Restructuring Process

ResolutionAssessment AgreementNegotiation

• Legal Resolution

• Integration

Implementation

Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011

Page 7: how to Find the Right Partner, La Piana Consulting

Know thyself.

Page 8: how to Find the Right Partner, La Piana Consulting

Self-Assessment

Motivators Desired outcomes Critical issues Organizational factors or

“red flags” Financial assessment

Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011

Page 9: how to Find the Right Partner, La Piana Consulting

Find a partner.

Page 11: how to Find the Right Partner, La Piana Consulting

See Handout A

Organizational Relatedness

Business Model(Watershed Association)

Organization 1(Watershed Association)

Organization 2(Save the Water)

Organization 3(Land Conservation

Organization)

Overlap in Geographic Area 1 2 3

Overlap in Customers Served 2 3 3

Similarity in Programs and Services 4 1 1

Overlap in Funding Sources 4 2 3

TOTAL 11 8 10

Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011

Page 12: how to Find the Right Partner, La Piana Consulting

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 SeminarLa Piana Consulting 2011

Page 13: how to Find the Right Partner, La Piana Consulting

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 SeminarLa Piana Consulting 2011

Page 14: how to Find the Right Partner, La Piana Consulting

Prospective Partner Screen

Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011

Criteria Organization 1 Organization 2 Organization 3

Similar mission

Complementary Staff Skills

Share our values

Have worked well together in the past

TOTAL

See Handout B

Page 15: how to Find the Right Partner, La Piana Consulting

Roadblocks to Strategic Restructuring Autonomy concerns

Lack of trust

Self-interest

Organizational culture

15La Piana Consulting © 2010

Page 16: how to Find the Right Partner, La Piana Consulting

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 SeminarLa Piana Consulting 2011

Page 17: how to Find the Right Partner, La Piana Consulting

Resources

The Foundation Center

(www.foundationcenter.org) Nonprofit Collaboration Resources Nonprofit Collaboration Database

La Piana Consulting

(www.lapiana.org)

Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011

Page 18: how to Find the Right Partner, La Piana Consulting

Thank YouQuestions?