The Collaboration Playbook

Guidance on effective sourcing of collaborative solutions by UK purchasing authorities and teams

Produced by the INSTITUTE FOR COLLABORATIVE WORKING in consultation with industry and academia, the Government Commercial Function, Scottish Government, Welsh Government and Northern Ireland Department of Finance

This Playbook addresses a clear need across the public-sector for greater and stronger collaboration between procurement authorities and suppliers. It offers practical guidance to move beyond transactional relationships toward collaborative models that drive innovation, reduce risk, improve outcomes, and deliver greater public value.

Developed by leading experts from industry and government, it is designed for procurement authorities across the UK. The benefits are substantial: stronger supplier relationships, more resilient supply chains, better delivery, increased transparency and trust, and ultimately improved services and infrastructure for citizens.

Download the Playbook

Additional Guidance (referred to in Chapter 11 of the Playbook)

You can access these documents by clicking on each of them*

1 Initial considerations	Reasons to collaborate checklist Benefits checklist Risk identification checklist
2 Preparation and planning	Knowledge Management and transfer - scope checklist SME & VCSE participation - Guidance for Market Accessibility ICW Competence & Skills Framework (ICW 2023)* Knowledge Management and transfer - detailed guidance*
3 Market engagement	Checklist for a Hosted event
4 Tender and selection process	Checklist for the collaboration aspects in the tender Partner Selection and Fit risk Assessment Tool*
5 Assessment areas	How to assess collaborative capability as part of MAT Partner Selection Considerations
6 Evaluation and award stage	Assessment guidance (John Doyle, B2B, 2023) – Partner Article
7 Metrics	Examples of Metrics Value Creation & Capture Guidance & Capture Matrix*
8 Jiont Relationship Management Plan (JRMP)	Detailed JRMP Template for issue with ITT/ITNs Simple JRMP Template based on ISO 44000 12 Principles JRMP Preparation - Key Management Information (KMI) Check List*
9 Contract implementation and post contract award	Handover checklist Sample Mobilisation plan Lessons learned outline Example - Agenda for a Mobilisation Joint Workshop* Trust and behaviours assessment template tool* Example - Joint Partnering Board (JPB) Agenda* Collaboration Maturity Matrix Template*
10 Contract close / exit / handover	Exit Triggers - examples Example - Exit Strategy Template*

Please note that these are the currently available templates, tools and guidance to help support users of the Playbook.

Further guidance will be added based on requests by users – you can make a suggestion at enquiries@icw.uk.com.

*ICW Members can access further enhanced guidance documents in the Members Area of the ICW Website.

ICW are currently creating training for the Playbook – this will follow Government Commercial Function guidance on playbook 'Masterclasses'. Successful delegates from these masterclasses will be granted access to the additional material currently reserved for ICW members.

'Worked' Case Studies (referred to in Chapter 11 of the Playbook)

You can access the following case studies, that include lessons learned and 'how to' advice so that they can potentially be applied to your challenges.

Each of these case studies is grounded in real examples; however, they have been anonymised to better highlight key aspects. As a result, they are not intended to replicate every detail of the original cases.

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