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.