Checklist for the scoping and dialogue process - ELRHA
Organisation: ELRHA
ELRHA (2012: 37) lists key questions to develop ideas for collaboration:
- Description of the collaboration?
- What is the context – consider security issues here?
- What is the rational?
- What are the expected results?
- What is the organizational background of both partners?
- What is the estimated budget?
ELRHA (2012: 37) has developed a checklist with key questions to be discussed with a potential partner:
- What are the aims of collaboration?
- What are the motivations on each side?
- What are the partnership principles and values that inform the approach?
- What does success look like?
- What does each side bring to the collaboration?
- Does it need to be formatted
- What will be the outputs?
- What are the costs and funding implications?
In addition, the ELRHA toolkit (2012: 22) lists points to be considered so that the scoping process is successful:
- Invest time and resources for scoping
- Get the right people around the table
- Understand the partnership skills needed
- Use the dialogue process to build trust and relationships,
- Map things out together
- Consider security issues
- Discuss ethical codes
- Discuss costs and budgets
- Negotiate outputs and ownership
- Discuss how success looks like and what is non-negotiable.
Resource Mapping – The Partnering Initiative
Tool to explore what resources will be needed for the agreed project or work i.e. funding requirements as well as non-cash resources that the partners can bring to the partnership.
Building a Resource Map (Partnering toolbook 2011: 14):
Partner Assessment Form – The Partnering Initiative
List of systematic questions to ask any potential partner to ensure a good fit such as (Tool1: Partnering Initiative toolbook 2011: 41):
Does the prospective partner organization have:
- a good track record
- reasonable standing within their sector / from other sectors
- useful contacts they are willing to share
- access to relevant experience/information/resources
- skills and competencies that complement those of your organisation
- sound management and governance structure
- record of financial stability and reliability
- a stable staff group
- sticking power when things get though?
Are the staffs in the prospective partner organization:
- experienced and reliable in the development of projects
- successful at mobilizing and managing resources
- good communicators and team player?
Toolkit to assess the readiness of the partners
Andrews et al (2011): Development and Evaluation of a Toolkit to Assess Partnership Readiness for Community-Based Participatory Research
Purpose:
- To assess the readiness of partners.
- Tool “facilitates transparent and open discussion among partners”, promoting trust, understanding and engagement (p.6).
Content:
Partnership Readiness Format (includes different dimension to assess the readiness (see figure above/ CBPR Partnership Readiness Model (ibid: 8) e.g.
- goodness of fit (shared values, compatible climate, mutual benefit and commitment);
- capacity (effective leadership, inclusive membership, complementary competencies, adequate resources);
- operations (congruent goals, transparent communication, conflict resolution and equal power (p.2)
