How the program and the collaborative alliance is impacted

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BSBPMG637 Engage in collaborative alliances

Assessment Task 1

Question 1 Outline two (2) methods to identify and two (2) methods to evaluate potential collaborators.

Question 2 Describe the key features of two (2) methods to maintain and sustain alliances.

Question 3 Describe the four (4) negotiating strategies listed in the table below and evaluate pro and cons of each. (One pro and con/strategy)

Question 4 Outline the key features of the forms of collaboration agreements listed in the table below. (50-100 words/agreement)

Question 5 Describe the key content/features of three (3) organisational policies and procedures that you would consult as a program manager when developing a collaborative agreement. To help you with your answer, think about the program that you are developing for your assessment work and the policies and procedures provided for the sponsoring organisation.
(50-100 words/policy and procedures)

Question 6 Define two (2) program and three (3) organisational objectives that may be relevant when developing collaborative alliances. To help you with your answer, think about the program that you are developing for your assessment work.

Question 7 Outline three (3) strategies to review collaborative agreements in relation to program objectives.
(30-50 words/strategy)

Assessment Task 2 - Engage in collaborative alliances

Identify opportunities for and establish collaborative agreements

You are a change management practitioner contracted by MMI Professional Education as Program Manager.

The Program will help the company realise the following strategic objectives:

• To position the company as a leader for quality business education in Australia within the next three years
• To increase revenue by 10% annually for the next 3 years
• To increase profits by 10% annually for the next 3 years
• To position the company as a leader for quality business education in Australia within the next three years
• To expand operations to Sydney, where the company has experienced a high increase in demand for corporate training. This will be achieved by opening a campus in Sydney

The projects within the Program are:

• Open a campus in Sydney
• Brand empowerment
• Introduce two new accredited courses, Diploma of Leadership and Management and the Advanced Diploma of Program Management, to offer to corporate clients

As part of your role as Program Manager, you are required to:

• Identify opportunities for collaboration with external companies or between organisational departments to support the realisation of program benefits
• Develop a collaborative alliance
• Establish collaborative agreements
• Support the evolution of collaborative agreements

It has been designed to evaluate your ability to/competency in:

• Identify and evaluate opportunities for collaborative alliances according to organisational and program objectives
• Identify and evaluate potential collaborators according to organisational policies
• Initiate and develop relationships with potential collaborators according to organisational policies and procedures.
• Initiate, negotiate, agree and document a collaborative approach with parties which adhere to organisational policies and relevant legal requirements
• Approve and review each formal agreement to ensure continuation of envisaged value and to identify potential need for changes and additions according to organisational policies and procedures
• Develop collaboration plans for each agreement to support implementation

Your assessor will be looking for demonstrated evidence of your competency in the above.

You are required to address the following:
• Task 2.1 Identify opportunities for collaboration
o Determine one opportunity of collaborative alliances for the program.
o Identify and short list two potential alliances and develop a report for each
• Task 2.2 Initiate and develop relationships with the potential collaborator
o Develop a planning to initiate and shape the working relationship with the preferred collaborator
o Prepare and submit a sample document used to approach and/or develop the work relationship with the potential collaborator.
• Task 2.3 Develop a collaborative agreement and approach
o Develop an MOU and a plan for collaboration
• Task 2.4 Negotiate and finalise the MOU and the Collaboration Plan
o Perform a Role-Play to present the MOU, the collaboration plan and negotiate their terms.

Task 2.1 Identify opportunities for collaboration

In this task, you will determine one opportunity fora collaborative alliance for the program.

The first step of this process is to identify suitable alternatives for a collaborative alliance.

Identify and shortlist two potential alliances and develop a report for each (Template 1)

To complete this task:

• Identify an opportunity for collaboration (consider the needs, requirements, constraints, strengths and weakness of the program and the organisation).
• Shortlist and evaluate two potential collaborators in line with organisational policies and procedures and program objectives. In your evaluation, consider:
o Why you have shortlisted the potential ally
o Information about the potential ally
o Impact of working together
o Compatibility assessment
o The synergy of goals and strategies
o Risks
o Tangible assets and access
o Due diligence
• Create two (2) program reports for the program board and the program sponsor to brief them on the opportunities for collaborative alliances that you have identified.
• Provide recommendations on the preferred collaborator for the program.
• Use the templates provided and follow the instructions.

Task 2.2 Initiate and develop relationships with the potential collaborator

Develop a strategy to approach and build a working relationship with the preferred ally and create a sample document used to implement that strategy.


A) Planning Document

Develop a planning document, in the form of personal planning notes, to outline the strategies to initiate and shape the working relationship with the preferred collaborator in line with organisational policies and procedures.

The planning document must address:

• Mutual benefits of the collaboration
• Strategies to approach and develop the working relationship with the collaborator to include:
o Communication strategy
o Networking strategy
o Engagement strategy
• An action plan with the key actions to implement the strategies that have been identified to include:
o Action
o Schedule
o Roles and responsibilities

B) Sample Document

Prepare and submit a sample document used to approach and/or develop the working relationship with the potential collaborator.

Example of samples may include:
• A PP that you prepared for an initial meeting with the collaborator to present your company, the program and the benefits of the collaboration (4-6 slides)
• A video to present your company, the program and the benefits of the collaboration (2-3 minutes)
• An overview of the benefits of the alliance (50-100 words)
• Meeting agenda for a meeting with the collaborator
• Email to thank the collaborator for a successful event/action related to program work
• Schedule of a networking event organised to engage the collaborator

Task 2.3 Develop a collaborative agreement and approach

A) MOU
Develop an MOU (template 3), and a plan for collaboration (Template 4).
Create an MOU for the collaborative alliance. The MOU must adhere to organisational policies and relevant legal requirements.
Use the template below and follow the instructions. Referto the Learning Material to help you create the MOU, and consult with the Program Sponsor (played by the trainer and assessor in simulated work conditions).

B) Collaboration Plan
Create a high-level collaboration plan- to be agreed upon by both parties- to support the implementation, review and evaluation of the agreement.

Task 2.4 Negotiate and finalise the MOU and the Collaboration Plan

Schedule a time with the trainer and assessor in week 4 of class to:
• Present the MOU that you have developed
• Negotiate the collaborative approach
• Negotiate the terms of the MOU and the collaboration plan
• Present the collaboration plan
• Collect feedback from pertinent stakeholders
• Confirm and finalise the agreement and the plan

Assessment Task 3 - Support the evolution of collaborative agreements

As part of your role as Program Manager, you are required to:

• Identify opportunities for collaboration with external companies or between organisational departments to support the realisation of program benefits
• Develop a collaborative alliance
• Establish collaborative agreements
• Support the evolution of collaborative agreements

Complete the following activities:

Task 3.1 Case Study

You are working with the collaborative ally in your program. Assume the scenarios below occurred. Contextualise each scenario to reflect your program and plans where required.
You have received a series of reports that have highlighted the following issues
A. Two of the KPIs set in the collaboration plan are not on track (specify the KPIs).

B. The following happened:
o The collaborative ally is no longer able to share all the resources that were agreed upon (specify what resources)
o The collaborative ally is not providing timely reports/feedback as agreed because they think it is time-consuming

C. The Program Board has decided to discontinue one of your program projects (specify which project) and cut your program budget by 15%.

D. The collaborative ally is implementing a new knowledge management system that requires substantial work, new processes, and personnel training.

A) Manage the collaborative alliance
For each scenario, address the following:
• Identify, analyse and evaluate how the program and the collaborative alliance is impacted
• Outline how the issue management process is applied (including the escalation process)
• Outline how you maintain a productive working relationship with the collaborative ally
• Identify what changes in the MOU and collaboration plan need to be negotiated and implemented (if any, for the scenario) following relevant policies and procedures
• Outline how to address any variance to expected results based on the impact of the scenario on the objectives of the collaboration and, therefore, the program

B) Evaluation

Based on your work in this assessment, the scenarios you responded to and self-reflection:
• Assess and evaluate the performance of both parties against the organisational and program objectives and expected results.
• Determine lessons learned.
• Reflect on how you could improve your managerial and leadership skills when engaging in collaborative alliance.

Attachment:- Engage in collaborative alliances.rar

Reference no: EM132923777

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