1. Strategic Relationships, Partnerships and Collaborations: Exploring New Relationships to Enhance Your Mission Presenter: Mike Burns December 10, 2010

2. CCPA Annual Meeting- 12/10/10 Page 2 Workshop Agenda Introductions Partnership Spectrum Self-Assessment Speed Dating Readiness Assessment Questions & Answers Follow-up

3. CCPA Annual Meeting- 12/10/10 Page 3 Partnership Spectrum formal informal separateunified Merger Shared space agreement Shared back office agreement Strategic alliance Shared services partnership Joint activities Project collaboration Funding collaborative Policy coalition

4. CCPA Annual Meeting- 12/10/10 Page 4 Definition A Strategic Alliance is a contractual agreement that sets out an agreed-upon exchange of cash, goods and/or services that have a direct measurable value. It is mutually beneficial and time limited.

5. CCPA Annual Meeting- 12/10/10 Page 5 Benefits of Partnering Maximize outcomes toward achieving Mission Improve bottom line Increase efficiencies Eliminate redundancies

6. CCPA Annual Meeting- 12/10/10 Page 6 Self Assessment Identify Your Organization’s Strengths Programs (includes type, quality, service impact) Management & Operations (includes exec, staff, site) Governance (all about the board) Sustainability (includes financial condition, position and image)

7. CCPA Annual Meeting- 12/10/10 Page 7 Relationship Process 1.Date: Test the waters with joint activities or project collaboration 2.Cohabit: Share space and/or back office functions 3.Get engaged: Form a strategic alliance or shared services partnership 4.Get married: Merge

8. CCPA Annual Meeting- 12/10/10 Page 8 Speed Dating Exercise 5-8 minute conversation (each party has 2.5 -4 minutes) A.Share Your Organization’s Strengths using the Self-Assessment notes B.Note on Date Card A.Yes – arrange a meeting B.No – don’t arrange a meeting C.Move to Next “Date”

9. CCPA Annual Meeting- 12/10/10 Page 9 Date Card Name of Organization & Contact Arrange a Meeting YesNo

10. CCPA Annual Meeting- 12/10/10 Page 10 Readiness Assessment How similar are your organization and the one that you want to have a relationship with? Would it work? Where on the spectrum might you find happiness together?

11. CCPA Annual Meeting- 12/10/10 Page 11 Strategic Alliance Components Goals/Benefits and Expected Outcomes Definition of organizational boundaries and clarification of ownership issues Definition of communication processes Definition of costs and financial responsibilities Clarification of recognition for each organization (when and how corp. names are used) Timeline of benchmarks and deadlines Identification of project managers

12. CCPA Annual Meeting- 12/10/10 Page 12 Mike Burns Mike Burns, Partner Mike Burns is the BWB Solutions Partner responsible for the nonprofit business ventures and strategic planning and governance practice. Mike began his career as an executive director of a community health center, followed by 15 years as an executive director and primary consultant for a nonprofit management assistance organization. During that time he was also an associate professor of management at the Antioch-New England Graduate Schools of Organization and Management and Environmental Studies. In 1994, Mike joined the firm. His practice focuses on strategic planning, nonprofit governance, organizational development, and helping nonprofits assess their readiness for mergers and partnerships. His skills include facilitation resolving internal conflicts and market research and analyses. Mike frequently posts to his blog, Nonprofit Board Crisis, where he highlights nonprofit internal issues. nonprofit issues. In addition to his work at BWB, Mike serves as a board member of the Alliance for Nonprofit Management. The Alliance is an association of individuals and organizations devoted to improving the management and governance capacity of nonprofits. He graduated with a bachelor’s degree in business administration from Marquette University and completed a master’s degree in nonprofit management with a focus on governance at Lesley College. Mike also holds a graduate certificate in nonprofit marketing management from the University of Hartford. Contact: 203.508.1462; MikeB@bwbsolutions.com