Strategic Partnerships A Complete Guide - 2020 Edition

Strategic Partnerships

Complete Self-Assessment Guide

The guidance in this Self-Assessment is based on Strategic Partnerships best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.

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About The Art of Service

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Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

Unless you’re talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions.

Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

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Included Resources - how to access

Included with your purchase of the book is the Strategic Partnerships Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.

How? Simply send an email to

[email protected]

with this books’ title in the subject to get the Strategic Partnerships Self Assessment Tool right away.

You will receive the following contents with New and Updated specific criteria:

•The latest quick edition of the book in PDF

•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

•The Self-Assessment Excel Dashboard, and...

•Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

•In-depth specific Checklists covering the topic

•Project management checklists and templates to assist with implementation

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Send an email to [email protected] with this books’ title in the subject to get the Strategic Partnerships Self Assessment Tool right away.

Purpose of this Self-Assessment

This Self-Assessment has been developed to improve understanding of the requirements and elements of Strategic Partnerships, based on best practices and standards in business process architecture, design and quality management.

It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.

The criteria of requirements and elements of Strategic Partnerships have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.

In this format, even with limited background knowledge of Strategic Partnerships, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.

How to use the Self-Assessment

On the following pages are a series of questions to identify to what extent your Strategic Partnerships initiative is complete in comparison to the requirements set in standards.

To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.

1 Strongly Disagree

2 Disagree

3 Neutral

4 Agree

5 Strongly Agree

Read the question and rate it with the following in front of mind:

‘In my belief,

the answer to this question is clearly defined’.

There are two ways in which you can choose to interpret this statement;

1.how aware are you that the answer to the question is clearly defined

2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.

A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.

After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Strategic Partnerships Scorecard on the second next page of the Self-Assessment.

Your completed Strategic Partnerships Scorecard will give you a clear presentation of which Strategic Partnerships areas need attention.

Strategic Partnerships

Scorecard Example

Example of how the finalized Scorecard can look like:

Strategic Partnerships

Scorecard

Your Scores:

BEGINNING OF THE

SELF-ASSESSMENT:

Table of Contents

About The Art of Service11

Included Resources - how to access11

Purpose of this Self-Assessment13

How to use the Self-Assessment14

Strategic Partnerships

Scorecard Example16

Strategic Partnerships

Scorecard17

BEGINNING OF THE

SELF-ASSESSMENT:18

CRITERION #1: RECOGNIZE19

CRITERION #2: DEFINE:27

CRITERION #3: MEASURE:38

CRITERION #4: ANALYZE:46

CRITERION #5: IMPROVE:60

CRITERION #6: CONTROL:71

CRITERION #7: SUSTAIN:82

Strategic Partnerships and Managing Projects, Criteria for Project Managers:136

1.0 Initiating Process Group: Strategic Partnerships137

1.1 Project Charter: Strategic Partnerships139

1.2 Stakeholder Register: Strategic Partnerships141

1.3 Stakeholder Analysis Matrix: Strategic Partnerships142

2.0 Planning Process Group: Strategic Partnerships144

2.1 Project Management Plan: Strategic Partnerships146

2.2 Scope Management Plan: Strategic Partnerships148

2.3 Requirements Management Plan: Strategic Partnerships150

2.4 Requirements Documentation: Strategic Partnerships152

2.5 Requirements Traceability Matrix: Strategic Partnerships154

2.6 Project Scope Statement: Strategic Partnerships156

2.7 Assumption and Constraint Log: Strategic Partnerships158

2.8 Work Breakdown Structure: Strategic Partnerships160

2.9 WBS Dictionary: Strategic Partnerships162

2.10 Schedule Management Plan: Strategic Partnerships165

2.11 Activity List: Strategic Partnerships167

2.12 Activity Attributes: Strategic Partnerships169

2.13 Milestone List: Strategic Partnerships171

2.14 Network Diagram: Strategic Partnerships173

2.15 Activity Resource Requirements: Strategic Partnerships175

2.16 Resource Breakdown Structure: Strategic Partnerships176

2.17 Activity Duration Estimates: Strategic Partnerships178

2.18 Duration Estimating Worksheet: Strategic Partnerships180

2.19 Project Schedule: Strategic Partnerships182

2.20 Cost Management Plan: Strategic Partnerships184

2.21 Activity Cost Estimates: Strategic Partnerships186

2.22 Cost Estimating Worksheet: Strategic Partnerships188

2.23 Cost Baseline: Strategic Partnerships190

2.24 Quality Management Plan: Strategic Partnerships192

2.25 Quality Metrics: Strategic Partnerships194

2.26 Process Improvement Plan: Strategic Partnerships196

2.27 Responsibility Assignment Matrix: Strategic Partnerships198

2.28 Roles and Responsibilities: Strategic Partnerships200

2.29 Human Resource Management Plan: Strategic Partnerships202

2.30 Communications Management Plan: Strategic Partnerships204

2.31 Risk Management Plan: Strategic Partnerships206

2.32 Risk Register: Strategic Partnerships208

2.33 Probability and Impact Assessment: Strategic Partnerships210

2.34 Probability and Impact Matrix: Strategic Partnerships212

2.35 Risk Data Sheet: Strategic Partnerships214

2.36 Procurement Management Plan: Strategic Partnerships216

2.37 Source Selection Criteria: Strategic Partnerships218

2.38 Stakeholder Management Plan: Strategic Partnerships220

2.39 Change Management Plan: Strategic Partnerships222

3.0 Executing Process Group: Strategic Partnerships224

3.1 Team Member Status Report: Strategic Partnerships226

3.2 Change Request: Strategic Partnerships228

3.3 Change Log: Strategic Partnerships230

3.4 Decision Log: Strategic Partnerships232

3.5 Quality Audit: Strategic Partnerships234

3.6 Team Directory: Strategic Partnerships237

3.7 Team Operating Agreement: Strategic Partnerships239

3.8 Team Performance Assessment: Strategic Partnerships241

3.9 Team Member Performance Assessment: Strategic Partnerships243

3.10 Issue Log: Strategic Partnerships245

4.0 Monitoring and Controlling Process Group: Strategic Partnerships247

4.1 Project Performance Report: Strategic Partnerships249

4.2 Variance Analysis: Strategic Partnerships251

4.3 Earned Value Status: Strategic Partnerships253

4.4 Risk Audit: Strategic Partnerships255

4.5 Contractor Status Report: Strategic Partnerships257

4.6 Formal Acceptance: Strategic Partnerships259

5.0 Closing Process Group: Strategic Partnerships261

5.1 Procurement Audit: Strategic Partnerships263

5.2 Contract Close-Out: Strategic Partnerships266

5.3 Project or Phase Close-Out: Strategic Partnerships268

5.4 Lessons Learned: Strategic Partnerships270

Strategic Partnerships and Managing Projects, Criteria for Project Managers:272

1.0 Initiating Process Group: Strategic Partnerships273

1.1 Project Charter: Strategic Partnerships275

1.2 Stakeholder Register: Strategic Partnerships277

1.3 Stakeholder Analysis Matrix: Strategic Partnerships278

2.0 Planning Process Group: Strategic Partnerships280

2.1 Project Management Plan: Strategic Partnerships282

2.2 Scope Management Plan: Strategic Partnerships284

2.3 Requirements Management Plan: Strategic Partnerships286

2.4 Requirements Documentation: Strategic Partnerships288

2.5 Requirements Traceability Matrix: Strategic Partnerships290

2.6 Project Scope Statement: Strategic Partnerships292

2.7 Assumption and Constraint Log: Strategic Partnerships294

2.8 Work Breakdown Structure: Strategic Partnerships296

2.9 WBS Dictionary: Strategic Partnerships298

2.10 Schedule Management Plan: Strategic Partnerships301

2.11 Activity List: Strategic Partnerships303

2.12 Activity Attributes: Strategic Partnerships305

2.13 Milestone List: Strategic Partnerships307

2.14 Network Diagram: Strategic Partnerships309

2.15 Activity Resource Requirements: Strategic Partnerships311

2.16 Resource Breakdown Structure: Strategic Partnerships312

2.17 Activity Duration Estimates: Strategic Partnerships314

2.18 Duration Estimating Worksheet: Strategic Partnerships316

2.19 Project Schedule: Strategic Partnerships318

2.20 Cost Management Plan: Strategic Partnerships320

2.21 Activity Cost Estimates: Strategic Partnerships322

2.22 Cost Estimating Worksheet: Strategic Partnerships324

2.23 Cost Baseline: Strategic Partnerships326

2.24 Quality Management Plan: Strategic Partnerships328

2.25 Quality Metrics: Strategic Partnerships330

2.26 Process Improvement Plan: Strategic Partnerships332

2.27 Responsibility Assignment Matrix: Strategic Partnerships334

2.28 Roles and Responsibilities: Strategic Partnerships336

2.29 Human Resource Management Plan: Strategic Partnerships338

2.30 Communications Management Plan: Strategic Partnerships340

2.31 Risk Management Plan: Strategic Partnerships342

2.32 Risk Register: Strategic Partnerships344

2.33 Probability and Impact Assessment: Strategic Partnerships346

2.34 Probability and Impact Matrix: Strategic Partnerships348

2.35 Risk Data Sheet: Strategic Partnerships350

2.36 Procurement Management Plan: Strategic Partnerships352

2.37 Source Selection Criteria: Strategic Partnerships354

2.38 Stakeholder Management Plan: Strategic Partnerships356

2.39 Change Management Plan: Strategic Partnerships358

3.0 Executing Process Group: Strategic Partnerships360

3.1 Team Member Status Report: Strategic Partnerships362

3.2 Change Request: Strategic Partnerships364

3.3 Change Log: Strategic Partnerships366

3.4 Decision Log: Strategic Partnerships368

3.5 Quality Audit: Strategic Partnerships370

3.6 Team Directory: Strategic Partnerships373

3.7 Team Operating Agreement: Strategic Partnerships375

3.8 Team Performance Assessment: Strategic Partnerships377

3.9 Team Member Performance Assessment: Strategic Partnerships379

3.10 Issue Log: Strategic Partnerships381

4.0 Monitoring and Controlling Process Group: Strategic Partnerships383

4.1 Project Performance Report: Strategic Partnerships385

4.2 Variance Analysis: Strategic Partnerships387

4.3 Earned Value Status: Strategic Partnerships389

4.4 Risk Audit: Strategic Partnerships391

4.5 Contractor Status Report: Strategic Partnerships393

4.6 Formal Acceptance: Strategic Partnerships395

5.0 Closing Process Group: Strategic Partnerships397

5.1 Procurement Audit: Strategic Partnerships399

5.2 Contract Close-Out: Strategic Partnerships402

5.3 Project or Phase Close-Out: Strategic Partnerships404

5.4 Lessons Learned: Strategic Partnerships406

Index408

CRITERION #1: RECOGNIZE

INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.

In my belief, the answer to this question is clearly defined:

5 Strongly Agree

4 Agree

3 Neutral

2 Disagree

1 Strongly Disagree

1. How does the partnership assess the social and emotional needs of each candidate over time?

<--- Score

2. Who needs to review final strategic partnerships work products?

<--- Score

3. What issues do you appreciate when choosing a partner in generally and for advertising?

<--- Score

4. How do you obtain alliances to get what you need to get done?

<--- Score

5. Whose strategic partnerships members help will be needed to produce your product?

<--- Score

6. Is there clarity about the problem or issue to be addressed by the partnership?

<---