At least once a year it is important to conduct a
year in review of the state of your partnership with your partner to celebrate
the wins, reflect on the lessons learned, and identify opportunities and next
steps. This conversation supports planning for the partnership, serves to
solidify the relationship and deepen trust between the partners.
What’s the Result?
This conversation will provide you the guidance on
next steps for the partnership – what needs to be adjusted/changed to increase
impact, what the continued need is for the partnership or whether it is time to
celebrate and hand the work over to the community.
Pen and paper to take notes, post-it notes
Time: 120 minutes
Step I: Ensure the right stakeholders are in the room
- Identify and invite the
key stakeholders in your partnership to the meeting
Step II: Conduct an analysis of the year of
- On post-it
notes, using one post-it per answer individually write your answers to the
following questions: (Write as many responses as you want)
- What needs to be celebrated?
- What lessons did we learn?
- Discuss the themes that are surfacing from the responses
- Areas of potential opportunities for further investment
- Areas to reduce investment/ dis-investment
Step III: Plan for the future of the partnership
- Discuss the
high-level plans for the following year OR
- If the
partners agree it is a natural time to bring the partnership to a close discuss
the plans for ensuring the sustainability of the work of the partnership.
Considerations should include:
- How to
institutionalize the change
- The work of
the partnership that can be taken over and owned by the community
resources required to sustain the work of the partnership
Step IV: Celebrate
- Regardless of the future path for the partnership,
remember to take time to celebrate the successes to date of the partnership
with your partner and your key stakeholders