Jason Martin CAP Enterprise (Kent) cic Better together An introduction to COLLABORATIVE WORKING for third Sector Organisations Jason Martin CAP Enterprise (Kent) cic

Groundrules No smoking Chatham House rules 07/12/2018 Groundrules No smoking Chatham House rules Get involved & work together Respect for others Be positive and contribute Be punctual Encourage one another Complete your feedback forms

Agenda Introductions & Learning Objectives The Big Society 07/12/2018 Agenda Introductions & Learning Objectives The Big Society What is a collaborative working? Why work collaboratively? Types of collaborations Collaboration Models Collaborative Working Challenges Forming a collaboration 12 Golden Rules of Collaborative Working

Introductions Name Organisation Your role 07/12/2018 Introductions Name Organisation Your role Name 1 thing you want to get out of today

07/12/2018 Learning Objectives Explain the importance of consortium working & collaboration Explain consortium types Identify potential consortium partners Demonstrate an understanding of consortium working opportunities Identify a consortia/partnership working opportunity

The Big Society Reduced Government Funding 07/12/2018 The Big Society Reduced Government Funding Outsourced/Commissioned Public Services Growth of Social Enterprise Public Sector Cooperatives Pressure on Third Sector support organisations Private Sector picking up even more contracts

07/12/2018 Funding Drivers Increased expectation of trading and charging for services Increasing complexity – contracts and loans Strategic and engaged grant-making Stronger expectations of evidence The importance of cost and value Competition for funds This is the future of funding into our sector and working in consortia is ONE of the options: Your organisations can be paid to deliver public services and can do it much better than private sector organisations., but………..(NEXT SLIDE)

Big Society Business Models 07/12/2018 Big Society Business Models Income Organisation Activities Impact

The Problem – our sector in context 07/12/2018 The Problem – our sector in context Local Authorities Third Sector Private Sector LAAs want to work with us because we deliver the contract in a cost-effective way and with a lot of Strategic Added Value. Private Sector delivers the contract FULL STOP! But we are difficult to engage, to work with and to manage, because we are so fragmented.

The Solution – our sector in context 07/12/2018 The Solution – our sector in context Local Authorities Healthcare Consortium Education Consortium Private Sector Children’s Consortium Rural Consortium LAAs want to work with us because we deliver the contract in a cost-effective way and with a lot of Strategic Added Value. Private Sector delivers the contract FULL STOP! But we are difficult to engage, to work with and to manage, because we are so fragmented. Youth Consortium Community Consortium

Summary Reduce our reliance on funding Start trading – fees or trading 07/12/2018 Summary Reduce our reliance on funding Start trading – fees or trading Promote our impact Be more competitive Work SMARTer Work in partnerships This is the future of funding into our sector and working in consortia is ONE of the options: Your organisations can be paid to deliver public services and can do it much better than private sector organisations., but………..(NEXT SLIDE)

What is a collaborative working? 07/12/2018 What is a collaborative working? Collaborative working within the voluntary and community sector – also known as joint or partnership working – includes a spectrum of ways that two or more organisations can work together. Options range from informal networks and alliances, through joint delivery of projects to full merger. Collaborative working can last for a fixed length of time or can form a permanent arrangement. Collaborative working can involve risk. To minimise this risk, time should be given to planning collaboration and to identifying and addressing issues.

Why work collaboratively? 07/12/2018 Why work collaboratively? Access to finance Access to new income Access to expertise Economies of scale Shared resources Stronger voice to influence policy Credibility Shared best-practice Consistent, high-quality service delivery across areas Cost-cutting opportunities Sharing risk Transition into new geographical areas

Collaboration Models – Joint working 07/12/2018 Collaboration Models – Joint working Informal agreement to work together on a project Informal agreement to share resources Informal agreement to support one another Features? Traits? Organisation 1 Organisation 2

Collaboration Models – Expertise 07/12/2018 Collaboration Models – Expertise Expert body offering support or resources to a smaller local group Features? Traits? Action with Communities in Rural Kent

Collaboration Models – Special Purpose Vehicle 07/12/2018 Collaboration Models – Special Purpose Vehicle Multiple Partner Collaboration New organisation created New set of rules To undertake some joint working between the four organisations involved Organisations still do their own thing too Features? Traits? Special Purpose Vehicle Org 1 Org 3 Org 4 Org 2

Collaboration Models – Lead Partner 07/12/2018 Collaboration Models – Lead Partner Multiple Partner Collaboration One delivery organisation also takes on the lead partner role Organisations are sub- contracted to the lead partner organisation Delivery is shared amongst all organisations Features? Traits? Lead Partner Org 1 Org 2 Org 3 (Lead Partner)

Collaboration Models – Prime Contractor 07/12/2018 Collaboration Models – Prime Contractor Multiple Partner Collaboration A lead Prime Contractor manages the contract/project, but undertakes no delivery All delivery is undertaken by delivery organisations under a contract Features? Traits? Prime Contractor Org 1 Org 2 Org 3

Collaboration Models – Merger 07/12/2018 Collaboration Models – Merger Permanent Arrangement Can be hostile (takeover) or friendly (collaboration) Often means redundancies TUPE Features? Traits? Organisation 1 Organisation 2 New Organisation

Types of collaboration 07/12/2018 Types of collaboration Kent Playgroups Playgroup 1 Playgroup 2 Playgroup 3 Themed Vertical Area-based Campaign Org 1 Org 2 Org 3 Medway Voice Housing Association Training Provider Apprenticeship Provider Dependent on the nature of the opportunity or group work requirement, we can work together in different ways: 1. We all do the same thing. Let’s group together and form a stronger specialist unit with more capacity. EXAMPLES?

Collaborative working challenges 07/12/2018 Collaborative working challenges Time-consuming “Coasters” Conflicting interests Dominant partner Loss of autonomy Diminished leadership for partnership members Dependence on partners Closed membership limits potential Mission drift Moves at the speed of the slowest member Cashflow problems Cultural mis-match

EXERCISE - Who do you want to work collaboratively with? 07/12/2018 EXERCISE - Who do you want to work collaboratively with? Take 10 minutes and working in pairs identify 3 organisations you want to work with, because they: Can help you access new sources of income Can add credibility to your organisation Can give you access to new resources/knowledge Can help you break into new geographical areas Can develop a holistic product or service with Can generate new clients for you to support

How to form a collaboration 07/12/2018 How to form a collaboration Lead Partner identifies an opportunity or an idea Initial Discussions with partners with shared values Statement of Intent – shared principles, objectives and goals or a business plan! Develop Service Level Agreement Design Roles and Responsibilities Duration of consortium Decide on funds and assets to be contributed Risk Assessment & Risk Management Plan Decision-making Processes Monitoring & Review Systems All partners sign the SLA Submit tender/proposal/PQQ/EOI Begin delivery Monitor delivery regularly Evaluate delivery and evaluate consortium

12 Golden rules of collaborative working 07/12/2018 12 Golden rules of collaborative working Involve your Board of Directors/Trustees from an early stage Check the financial standing of all partnership members Ensure the solid governance and probity of all partnership members Take notes and keep records Get professional legal advice at the early stages of consortium formation Develop the consortium in plenty of time – 9 months before tender submission is ideal Allocate sufficient resources for effective partnership/consortium development Address risk and plan for managing it Ensure the partnership’s ability to deliver against the tender as specified Ensure individual members have ability and capacity to deliver their part of the tender Put in place an Information Sharing Agreement and a Confidentiality Agreement Work under a Service Level Agreement – be contracted for your role

07/12/2018 Summary Working in partnership or being part of a consortium is ONE of the options for meeting the challenges of the Big Society You can: Form a partnership or a consortium Join a consortium Be a prime contractor Become a sub-contractor You can explain collaborative working types and models You have identified potential partners You are able to demonstrate an understanding of collaborative working opportunities to your staff and volunteers

07/12/2018 Action Plan Allocate 3 hours per week for business development planning Understand your organisation’s core competencies – know what you’re good at or are unique at – so you can communicate what you can contribute to a consortium Keep a list of self-generated opportunities for your organisation Network network network! Diarise all public service contracts that you could deliver – note 1 year before they are due to finish, so you have time to form a consortium and submit a bid Join the Big Society Cooperative Watch out for tender opportunities being promoted by the transformed infrastructure organisations.

And finally… Jason Martin CAP Enterprise (Kent) cic Studio 2 07/12/2018 And finally… Jason Martin CAP Enterprise (Kent) cic Studio 2 2 South Street Folkestone CT20 1RW Tel – 01303 856462 Email – info@capenterprise.co.uk Website – www.capenterprise.co.uk Join us on Facebook!