how to find the right partner, la piana consulting
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TRANSCRIPT
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
Competition v Collaboration
Caution Competitor
s Ahead
MergeHere
FundingShortage
2 miles
Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011
What has been your greatest success and greatest challenge working with other organizations?
Opening Discussion
Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011
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
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
Strategic Restructuring Process
ResolutionAssessment AgreementNegotiation
• Legal Resolution
• Integration
Implementation
Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011
Know thyself.
Self-Assessment
Motivators Desired outcomes Critical issues Organizational factors or
“red flags” Financial assessment
Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011
Find a partner.
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
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
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
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
Roadblocks to Strategic Restructuring Autonomy concerns
Lack of trust
Self-interest
Organizational culture
15La 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
Forbes Funds Strategic Restructuring SeminarLa Piana Consulting 2011
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
Thank YouQuestions?