| Point | 
      Requirement | 
      Takes into account | 
      Example Evidence (you will need to show) | 
    
    
      | 1 | 
      DEMONSTRATE AN UNDERSTANDING OF WHY YOU COLLABORATE | 
      Your overall business objectives and how collaboration fits | 
      
        
          - Board minutes/strategy
 
          - Discussion with senior colleagues - any stakeholder needs or concerns
 
          - Collaborative Leadership capability
 
          - Outline description of ‘Why' and perceived benefits.
 
         
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      | 2 | 
      CREATE A BUSINESS CASE AND PLAN (for internal use) | 
      Outline business case, implementation plan and Relationship Management Plan (RMP) | 
      
        
          - Collaboration Aims & Objectives
 
          - Business case
 
          - RMP (Policy Statement - Values, Collaborative Culture, Behaviour Code - Objectives - Stakeholder Expectations - Risks & management/mitigations - Collaborative Leadership & Management - Capability - Communication - Relationship Management Overview - Partner Selection - Exit/Disengagement
 
         
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      | 3 | 
      CONSIDER POTENTIAL PARTNERS AND THEIR CAPABILITY | 
      Engagement with potential partners and selection based on joint understanding of objectives, values, capabilities etc. | 
      
        
          - Selection checklist
 
          - Evidence of shared vision and values
 
          - Proposed Joint objectives - including potential benefits/value creation
 
         
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      | 4 | 
      ASSESS THE RISKS & OPPORTUNITIES OF COLLABORATIVE WORKING | 
      Risk Assessment of both strategic risks (i.e. your internal capability may not be ready) and tactical risks (i.e. potential partners are not ready) | 
      
        
          - Output of risk assessment, management approach and mitigation
 
          - Risk Register
 
          - Joint risk management plan with partner
 
         
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      | 5 | 
      ESTABLISH JOINT WORKING METHODS AND OBJECTIVES | 
      
        Assessment of opportunities/ benefits of creating more integrated approach to working with partners. Includes:
        
          - What they are
 
          - How they work
 
          - Joint Relationship Management Plan (JRMP)
 
         
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          - Governing the relationship - your process and what is happening jointly
 
          - Ways of working guidance based on your collaborative context
 
          - Joint Relationship Management Plan (Context and Commercial arrangements - Collaboration aims/outcomes - Measurable Joint Objectives - Leadership forum - Relationship Managers - Ways of working - Knowledge Sharing - Joint Value Creation - Joint Risk Management - Communication - Relationship Measurement & KPI's - Issue Resolution - Agreed Exit Strategy)
 
         
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      | 6 | 
      MONITOR AND MANAGE PERFORMANCE AND THE RELATIONSHIP | 
      Your approach to capturing Value/benefits, measuring performance, assessment & improvement | 
      
        
          - KPI's established and method of tracking and review - not just a focus on outputs but also relationship performance - trust, behaviours, knowledge share etc.
 
         
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      | 7 | 
      COMPLETE OR TEMINATE RELATIONSHIP | 
      How you ensure success and failure are well defined for both parties. Indication of how you address shortfalls | 
      
        
          - Exit triggers and plan - to include how joint work or assets will be addressed
 
         
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      | 8 | 
      CONSIDER FUTURE OPPORTUNITIES | 
      Wider context of potential for future collaboration by your business and with partners | 
      
        
          - Lessons learned
 
          - Continuous Improvement Plan
 
         
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