Below is the description for a more formal partnership health check review workshop that could be held every six months to a year. This guidance should be used together with the downloadable resource at the bottom of the page.
Where there are many partners, or where there are significant issues raised, an external facilitator might be appropriate.
Ask all partners to complete the checklist below, providing their opinion on where the partnership sits relative to each aspect of good practice in partnering:
- Green – no concerns
- Amber – some concerns
- Red – serious concern
Analyse the results to prioritise the areas for discussion at the workshop.
At the review workshop
Agree ‘ground rules’ to encourage openness and participation, making it clear that the review is not about judgment or blame, but a positive opportunity to bring up issues, learn together and improve the partnership.
Present the checklist analysis. Jointly talk through each partnering aspect and the positive experiences or the challenges partners may have around it.
Aim to fully understand and appreciate your cross-organisational perspectives or other sources of diversity.
Talk through how each aspect of partnering could be either further enhanced or meaningfully improved to the satisfaction of all partners and prioritise.
Determine what actions should be undertaken, by whom (wherever possible by more than one partner) and by when.
Undertake the agreed actions, conferring with partners, keeping all informed on progress;
Confirm with partners that the aspects have improved.