Why evaluate?

It's easy in hindsight to make sweeping statements about why things went wrong or even why your partnership venture worked as well as it did.  But can you put your finger on what precisely led to the eventual outcome?  If you were to start again, what would you do differently?

Forget hindsight.  Let's talk about the venture you're about to step into.  Can you build an evaluation process into your partnership so that you can keep the partnership on track and collect data to give you a clear insight into the real success or failure of your partnership.

Below is an example of an evaluation plan based on the following questions:

  • How well did we achieve our purpose as a partnership?
  • Was there a need for a partnership collaboration - could we have done this ourselves?
  • How did our relationships with our partners change over the course of the venture?
  • How well did we engage our partners in the partnership venture?
  • What did we learn about our partners - culture, expertise, practices?

 

Partnership Evaluation Example

QuestionWhat we will measureHow we will measureWhen we will measureComments/update
How well did we achieve our  purpose as a partnership?

Client/ stakeholder awareness of partnership

 

Achievement of partnership objectives

 

ROI

Interviews with clients and stakeholders

 

Indicators – inputs and outputs
Sales

Client  engagement


Accountant feedback / financial assessment


Start of partnership venture–expectations 

Benchmarking indicators

May benefit from engaging an external analyst

Was there a need for a partnership collaboration – could we have done this ourselves?

 

Partnership activities v our core activities / projections without a partnership

Skills and knowledge developed via partner expertise

List of Activities achieved mapped to our

Internal Skills Matrix – gap analysis

 

Interviews with staff

 

Agreed evaluation points eg 12 months, 18 months, 3 years

 

Resources Matrix – at the start v resources used in the venture (skills, networks etc)

 

 

How did our relationships with our partners change over the course of the venture?

 

Perceived changes to relationships between the partners

Network/ Collaboration chart (mind map with varying lines between partners)

Periodic review of Foundations matrix

Determined point eg every 90 days, annually 

How well did we engage our partners in the venture?

 

Partner engagement in activities

 

Meetings – minutes

Attendance

Who did what?

Review of progress – reflection against partnership plans

90 days, annually 

What did we learn about our partners – culture, expertise, practices?

 

Internal feedback

Ongoing – internal reports (verbal and written)

Debriefs

Ongoing

 

 

Monthly

Subjective but helps with risk management

Prepare an evaluation plan using the questions you want to evaluate using the template attached?

Downloads

EvaluatingEvaluation Template