• Process options for 
  ALLIANCE APPRAISAL AND RENEWAL

  
  Once your nonprofit organization is engaged in strategic alliances with businesses, it is important to appraise and renew each alliance separately and review all your alliances together as a portfolio. These processes allow your nonprofit to maximize the benefits of alliances, update its operating plan, and incorporate alliances into long-range planning. During this phase, your nonprofit 
  
  • Plans independently for appraisal with its alliance partner (Worksheet 12) and then works with its partner to make further plans together 
  • Updates its operating plan to reflect renewed alliances (Worksheet 13) 
  • Reviews its portfolio of alliances with businesses, and considers how alliances should be incorporated in long-range plans (Worksheet 14) 
  
  Alliance relationship managers generally play a key role in the appraisal process, which can also include volunteers and staff who have been directly involved in alliance projects. The specific individuals, task force, or team identified to guide alliance development for your nonprofit (Worksheet 4) may also participate in preparing for the appraisal of each alliance as well as the review of your nonprofit’s total portfolio of alliances with businesses. This is an excellent time to get feedback from your customersâ€"those the alliances are designed to benefit. The insights of customers, volunteers, and staff are helpful when completing Worksheet 12 in preparation for your nonprofit’s meeting with its alliance partner to appraise and, if mutually appropriate, renew the alliance. 
  
  After your nonprofit completes the alliance appraisal with its partner, the decision will be made whether to maintain, expand, narrow, or abandon the alliance. Where appropriate, the alliance partners revise their initial purpose and fit statement (Worksheet 10) and management plan (Worksheet 11). Worksheet 13 provides a format for summarizing this work and the implications for updating your nonprofit’s operating plan. 
  
  Finally, Worksheet 14 is designed to help your nonprofit review its portfolio of alliances with businesses for incorporation into long-range organizational assessment and strategic planning. The individuals, task force, or team identified to guide alliance development (Worksheet 4) often provide the leadership to address Worksheet 14. In addition to completing this worksheet, you may want to review pages 140 to 144 in James Austin’s The Collaboration Challenge for more about strategic management of alliance portfolios.

Worksheet 12 Prepare for Alliance Appraisal 

Worksheet 13 Update Your Nonprofit’s Operating

Worksheet 14  Review Your Nonprofit’s Portfolio of Alliances