Reference no: EM132923793

BSBPMG637 Engage in collaborative alliances

Assessment Task - 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

Attachment:- Engage in collaborative alliances.rar