chapter ii: putting it on the road playbook the partnerships · local museum. the wikimedians have...
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The Partnerships Playbook
Chapter II: Putting it on the road
What is the Partnerships Playbook?
Chapter 1 (yesterday)New beginnings: how to establish a new partnership
Chapter 2 (now!)Putting it on the road: how to set up the daily business of managing partnerships
Chapter 3 (Sunday, 11am)Sustainability: Nirvana or Myth when working with partners?
Chapter 1: New beginnings Chapter 2: Putting it on the road Chapter 3: Sustainability
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Starting point: a new partnership!What has happened (yesterday):
● Wrote a mission statement● Did a stakeholder mapping● Pitched project to a new partner● Thought about establishing trust● Had a first meeting with a new
partner● Are clear on alignment of mission
and important question● Made a formal agreement about the
new partnership (written or orally)
A new partnership - what’s next?Now, you officially have a new partnership set up. Congratulations!
Today’s agenda
1. Looking at Collective Impact2. Agree to a common agenda3. Develop mutually aligned activities4. Implement the plan with a backbone
structure5. Engage in continuous
communication6. Demonstrate impact through shared
measures Public domain
1. Collective Impact
Collective Impact - making partnerships work
Source: FSG Impact
https://www.youtube.com/watch?v=8CT41uUw8Fc
Who has heard about this concept before?
2. Agree on a common agenda
2. Agree on a common agendaAgreeing on a common agenda and a shared vision is key to starting any partnership. This is an important step to take, even before signing an official or written agreement.
Usually, agreeing on a common agenda and a shared vision involves lots of talking - it’s important to take your time with this!
A good tool to do that: developing a Theory of Change together!
A shared Theory of Change will help you in all five aspects of the Collective Impact model!
1. 2. Wladimir Raizberg (WMDE), CodingDaVinci2017 Grafik1, CC BY-SA 4.0
Theory of change
Source: Social Investment Business
https://www.youtube.com/watch?v=dpb4AGT684U
Jaime Anstee, Theory of Change and Logic Models presentation, CC-BY-SA 3.0
Who has worked with this logic model
before?
How a Theory of Change can be developed using a Logic model
Problem or
situation you are trying to
solve
Inputs/Assets
What we invest
OutputsTarget group Activities Products
Who we reach
What we do
What we create
Outcomes & ImpactShort-term Intermediate Long-term
Learning Change action
System change
Benefits of a shared Theory of ChangePlanning:
● The shared vision and impact gets discussed and defined collaboratively
● Differences in looking at a particular problem and its solution become obvious
● It serves as a template to discuss different contributions the partners can make (see mutually reinforcing activities)
Evaluation:
● Defining concrete goals of a program is a precondition for evaluating success
● The model can inspire discussion about shared measures of success
● It’s a good tool to check whether the assumptions that you had at the beginning of a project are still true at the end - and can inspire learning that’s not the case Source: Maria Cruz, Jaime Anstee, Katy Love
What do you need for a Theory of Change?Ideally:
● People: All partners and stakeholders from the groups affected
● Time: one day in a group workshop● Space: a room with white space for
drafting the Theory of Change together
● Materials: Post-its or paper, markers, tape
● A shared idea for a project and initiative
● At the beginning of a new partnership or project!
Fabrice Florin, for the Wikimedia Foundation, Wikimedia Product Retreat Photos July 2013 02, CC BY-SA 3.0
Now, we would like you
to get to work!
(exercise!)
Please get together in groups of four people...
You are welcome to build groups according to your language preference.
...you will get a template to work with.
Setting the scene: Two of you are Wikimedians, two of you are staff members of a local museum.
The Wikimedians have identified the local museum as a great new partner for an initiative that has to do with editing a Wikimedia project and gaining new editors.
The staff members from the museum think Wikipedia is cool. Since their boss recently announced that the digitization of their archives is almost complete, they think that this digitized content should somehow be provided to the public for free.
Scenario: You are having a first meeting to figure out how a new collaborative project could look like.
You are sitting down to develop a theory of change together, using the logic model.
First question:
What is the problem or situation you are trying to solve?
You can make stuff up!
Inputs/Assets
OutputsTarget group Activities Products
Outcomes & ImpactShort-term Intermediate Long-term
Second question:
What shared outcomes and changes do you want to achieve with this initiative?
Be creative! Be imaginative!
Inputs/Assets
OutputsTarget group Activities Products
Outcomes & ImpactShort-term Intermediate Long-term
ResourcesIntroduction to Theory of Change (e-Learning module including helpful exercises) by inFocus
Step-by-step guide, logic model template and many more resources from previous projects by WMF Learning and Evaluation team
Theory of change: the logic model as an evaluation and learning tool by Jaime Anstee (WMF)
Logic Model: a tool for planning and evaluation by Christof Pins (WMDE)
Abhi Sharma from India, Books HD (8314929977), CC BY 2.0
3. Develop mutually aligned activities
3. Develop mutually aligned activitiesOnce you have an idea of the agenda and vision that the partnership is about, it is important to talk about mutually aligned activities and coordination of activities.
First of all, the different partners probably bring different assets, resources, strengths and weaknesses to the table. Ideally, their contributions should be mutually reinforcing.
● What can the different partners contribute to making a change? What is missing?
● What roles and responsibilities do the different partners take on?
● What is each partner already doing that can be beneficial to the partnership?
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Now, we would like you
to get to work, again!
(exercise!)
In your groups of four: Do a little analysis
What are each partners’ strengths?What are their weaknesses?
5 min
Inputs/Assets
OutputsTarget group Activities Products
Outcomes & ImpactShort-term Intermediate Long-term
Now, have a look at your logic model:
What are some good ideas for activities that
lead to your shared outcome?
10 min
Inputs/Assets
OutputsTarget group Activities Products
Outcomes & ImpactShort-term Intermediate Long-term
Quick check:
Are these activities mutually reinforcing and based on each
partner’s strengths?
5 min
Creating an action planOnce you have identified who does what best and which partner is contributing what resources, it is time to make a plan!
What an action plan should include:
● Different steps to reach the goal● Separate work packages for each step● Define who is responsible for which
work package● Possible milestones - points at which a
specific output should be accomplished● Timeframe for each step and milestone● Who is involved in decision-making at
which steps or milestonesRTI International, Founders of RTI Foundation planning the Research Triangle Park 1950s CC-BY-SA 3.0
Good tools: roadmaps // work packages
Template: work packages
ResourcesHow to make an action plan by Project Manager
Workplan Templates by Tools4Dev
Action Planning Toolkit by CIVICUS
Abhi Sharma from India, Books HD (8314929977), CC BY 2.0
4. Support the plan with a backbone structure
4. Support the plan with backbone
Any plan is only a good as the people who are working to implement it.
While you are developing your action plan, it is important to already think about roles and responsibilities.
Question to you:
What are your experiences when implementing a plan for a project?
1. 2. 3. 4.
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Defining a backbone structureWhat is a backbone structure?
“Backbone structure helps maintain overall strategic coherence and coordinates and manages the day-to-day operations and implementation of work, including stakeholder engagement, communications, data collection and analysis, and other responsibilities”
Collaboration takes time, energy and patience. It is important to have people set aside time and resources dedicated to this partnership.
One (or more people) need to take responsibility for coordinating the different partners, communities and work packages.
Tools for managing people and tasks:
● Trello● Asana● Github● Phabricator● Google docs
Do you use other tools?
Project management tool: Trello
[Show sample Trello board]
ResourcesTools for Backbone by Collective Impact Forum
OpenProject
FreedCamp
Abhi Sharma from India, Books HD (8314929977), CC BY 2.0
5. Engage in continuous communication
5. Engage in continuous communication
Consistent and open communication is key to any collaborative project!
Having a good project management tool such as Trello or Github also helps with communication. You can assign tasks to people and everyone has an overview of what activities are currently ongoing or already completed.
Dave Gandy, Font Awesome, CC-BY-SA 3.0
1. 2. 3. 4. 5.
Now, we would like you
to get to work, again!
(exercise!)
Please get up and form teams of 6-8 people…
...then, please form a line in front of this table.
We are going to simulate an email
exchange!
What communication principles did you see
at work?
Some principles for communication1. Be timely in your communication.
2. Be consultative, not dictatorial.
3. Be flexible by keeping communication as fluid as possible, and don’t make anything too final too soon.
4. Revisit, adjust and adapt as the situation changes, together with partners.
5. Communicate in ways that invite your partners to engage.
6. Be aware of your partners’ preferred avenues for communicating and use them.
7. Stay open to continued suggestions and conversations.
Mimooh, Fireman email by mimooh, CC BY-SA 3.0
ResourcesTalking the walk: A communication manual for partnerships practitioners by The Partnering Initiative
Broken email exercise by Teampedia Tools
Source: Victor Talking Machine Company
6. Demonstrate impact through shared measures
6. Demonstrate impact through shared measures
Agreeing upon shared measure of success in the beginning of a partnership is a key factor for achieving collective impact.
Why? Because● Accountability is shared among the partners● Different expectation regarding what success
looks like become apparent early on● You can create a shared understanding of
possible impacts right in the beginning● For data collection, you need to start in the
beginning of a project and not the end● The measure will help you learn and assess the
impact of a project
1. 2. 3. 4. 5. 6.
Davide Restivo from Aarau, Switzerland, Water drop impact on a water-surface - (2), CC BY-SA 2.0
Collecting data and evaluating a project
There are different forms of evaluating a project: Quantitative - 45 participants, 10% new editorsQualitative - Better and more collaborations between Wikidata editors and the local library
In general:
➔ Quantitative measure give you a good overview➔ Qualitative measure help you gain in-depth
understanding
What are some measures of success you are using for your projects?
Unidentified photographer - Doris Mable Cochran (1898-1968), measuring a turtle shell, No restriction
Measures of success in the movementShared Metrics (WMF)
● Number of participants ● Number of newly registered users● Number of content pages created or improved
But also● Number of female editors who are admins● Policy processes influenced ● Institutions incorporate open knowledge in their
programs ● Institutions change their policies towards free
knowledge and become advocates for change● Attendees have engaging conversations and
increase their motivation for editing● Tone of discussion on Wikimedia platforms has
become more friendly and open
René Zieger, Abschlussveranstaltung Fellow-Programm Freies Wissen 2016 18, CC BY-SA 4.0
Most important:
Your measures of success should always be
connected to the outcomes you want to achieve!
Documentation and MonitoringFor measuring any impact regarding your measure of success, documentation and monitoring is key!
Example: your measure of success is that more than 50% of attendees at the next Wikipedia training is female
You need to
● Count the number of attendees● Count the number of women attending● Document this for your next grant report!
Use Meta, Google, Trello or another shared online to document and share this information with your partner.
Bild: Bilder_meines_Lebens, CC0
Measuring impact will help you learn
Take your time to review your measure together with the partners at different times during a partnership!
At the end of a particular project or event, sit down together with your partners and ask:
● Did these measures help us to understand and assess the impact of our project?● If not, what do we need to change?● What can we learn from these changes?● What has changed in our shared understanding of the outcomes of the project?
Resources Monitoring and Evaluation Toolkit by CIVICUS
A Step by Step Guide to Monitoring and Evaluation by the University of Oxford
Abhi Sharma from India, Books HD (8314929977), CC BY 2.0
Further resourcesPartnerships: Frameworks for Working Together (e-learning tool) by Strengthening Nonprofits
How to get in contact:
Georgina Fields (WMF)[email protected]
Julia Kirchner (WMDE)[email protected]
Sou
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http
s://w
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/col
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+ community input
+ strategic learning
+ community engagement
Documentation of Logic Models
developed during this workshop
