PHASE	PROCESS TASKS	PRODUCT TASKS	POSSIBLE OUTCOMES
Phase I: FORMATION	Leadership core initiates the collaboration. Recruit  membership, involving strategic stakeholders and others deemed essential to the collaboration's success. Identify common, complementary and competing goals Identify in-kind contributions and expertise of core and extended collaboration membership. Identify and meet with a diverse sample of coalition participants to discuss their perceptions, hopes and concerns about the collaboration, and solicit their advice about issues to be addressed and activities to be undertaken. Gather consensus on the mission of the Coalition  and draft a Statement of Purpose, agreed upon by the membership.    Create ground rules for collaboration functioning. (etiquette)         (more on next page)	Identify all the agencies which provide services related to the target problem or target population, and develop a data base of these. Develop and implement outreach strategy. Develop purpose of collaboration and select goals. Determine specific objectives and activities and strategies that the collaboration will implement to meet its goals. Determine the external target (if any) of the collaboration's work. Assess what skills or resources will be needed to accomplish goals and use this to drive membership recruitment efforts. Begin to cultivate allies and supporters.	PROCESS OUTCOMES Ground Rules Membership List Membership agreements Collaborative Agreements Statement of Purpose/Mission Steering Committee Decision-making structure Management structure By-laws or Operating Procedures Established site Stationery (more on next page)

PHASE	PROCESS TASKS	PRODUCT TASKS	POSSIBLE OUTCOMES
Phase I: FORMATION (continued)	Determine how competition or turf issues will be handled.  Develop conflict resolution approaches. Develop criteria for public acknowledgment of all members in publicity or on stationery.    Decide who will speak for the collaboration in public and what will be said to represent the whole group. Develop membership criteria, participation agreements and methods of amendment. Verify autonomy of representatives to make decisions or take action on behalf of their organization. Clarify accountability issues (e.g. what can be done in the name of the collaboration; what sorts of decisions require approval from everyone). Develop a communication and feedback mechanism with collaboration members and their organizational leaders (if different).		PRODUCT OUTCOMES (Optional, depending upon the focus of the work). Publicity material re: purpose and goals of the collaboration Service or resource directory Contact/alert sheets and systems to activate membership around tasks Information on targets and likely points of access. Mutually agreed upon strategies and activities

PHASE	PROCESS TASKS	PRODUCT TASKS	POSSIBLE OUTCOMES
Phase II:            IMPLEMENTATION	Hire staff (if any) Develop working and supervision arrangements, structuring mutual accountability. Develop strong interagency communication and decision-making procedures Develop fiscal and program management structure, if funded. Develop collaboration leadership skills Conduct a publicity campaign about the collaboration. Develop standards of performance and achievement.  What will success look like? Strengthen or alter committee structure to implement strategies	Product tasks differ according to the type of collaboration.  For purposes of clarification, they have been grouped here according to three common types of collaboration purposes: 1) advocacy, 2) service integration, and  3) planning. Develop an action plan  covering tasks, assignments and deadlines. Develop committees or other structure to implement strategies. Determine how work will progress and be evaluated. Identify additional resources to support the effort. (more on next page)	PROCESS OUTCOMES Activity and research reports Increased number of people and organizations involved in the core and extended collaboration network Funding proposals are developed and sent. Evaluation measures and process are determined. Application for tax exempt status, if relevant. PRODUCT OUTCOMES Working groups and committees issue activity and research reports Action Plan is completed. Needs assessment and analysis is conducted, updated, and disseminated for comments.        (more on next page)

PHASE	PROCESS TASKS	PRODUCT TASKS		POSSIBLE OUTCOMES
Phase II: IMPLEMENTATION  (Continued)	Develop membership skills and    knowledge to enable them to    implement their work and perform    as part of a team.    Develop standards of performance    and achievement.    Refine membership regulations and    operating procedures to avoid or    address internal problems.    Continue the outreach effort.	Planning collaborations Conduct  needs assessment, using interviews, surveys, focus groups,  and statistical  research Involve community residents and consumers of service in planning forums. Circulate a draft of the Needs Assessment for comments. Identify strategies for addressing needs. Service Integration Devise ways of working together within existing services to meet service gaps and better utilize local resources. (more on next page)	Committee work makes steady progress toward meeting goals and implementing strategies. Planning The community is involved in identifying service needs and  evaluating service operations. A mechanism  is developed,  to systematically involve consumers/clients in planning and implementing services Service Integration        New service systems are developed  to make services  more sensitive, comprehensive or targeted. (more on next page)

PHASE	PROCESS TASKS	PRODUCT TASKS	POSSIBLE OUTCOMES
Phase II: IMPLEMENTATION  (Continued)	Involve client and constituent groups in the coalition’s work. Assess opposition and obstacles.	Convene meetings of participating organizations to discuss referrals and collaboration mechanisms. Develop a joint case management process for clients in common. Develop a method of tracking clients' progress through different agencies for services.         Standardize data collection, intake  and evaluation procedures. Advocacy / Social Change Educate members regarding the issue: provide information, campaign to build  community awareness. Contact targets of  collaboration. Engage in outreach and  advocacy to address identified needs.  Meet with private and public  funders to increase resources for  the community or issue.  Engage in advocacy strategies to  publicize local needs and increase  local resources.	Increased services, as measured by either units of service or numbers of clients served, or additional dollars for service delivery. Procedures for consumer monitoring of joint services are developed. Advocacy / Social Change Launching of a new advocacy campaign Increased resources for community needs. Resource development strategies and plans are pursued.

PHASE	PROCESS TASKS	PRODUCT TASKS	POSSIBLE OUTCOMES
Phase III:  MAINTENANCE	Evaluate and  revise organizational structure Keep people involved. Keep membership growing and informed. Replenish and / or expand membership. Address organizational needs within the collaboration, or involving its members. Rotate leadership. Review accountability agreements and check-in with the base of the collaboration.	Continue to implement plans.        Keep projects moving ahead. Assess changes and accomplishments.        Build on past  successes to move        toward new goals and activities. Revise goals and process, if needed.	PROCESS OUTCOMES Evaluation of outcomes of collaboration. Regular meetings or special events.. Updated membership and mailing lists. Collaboration provides benefits (information, resources, contacts) for its members. PRODUCT OUTCOMES Goals are met; results continue to be produced from ongoing projects. Collaboration focuses on a new issue. Regular communication/ information is produced - i.e. a newsletter.

PHASE	PROCESS TASKS	PRODUCT TASKS	POSSIBLE OUTCOMES
Phase IV: TERMINATION	Members agree to disband or become another permanent organization. Members agree to become dormant with lasting networks that can be resurrected. The coalition / collaboration can be reconstituted with new leadership or a different purpose.	Complete tasks and projects. Produce models, reports, legislation. Conclude campaign, elect candidate (if organized for this purpose). Complete the organizing drive. Store records and materials. Institutionalize new services. Select new projects, if desired.	PROCESS OUTCOMES Collaboration ceases, or group is transformed. Collaboration convenes as needed. PRODUCT OUTCOMES Projects are completed and goals met. Power is transferred. Projects are spun off. The need for this collaboration no longer exists.