3 + 1 ways to perform health checks

In response to this article, Michael, one of my readers, spoke from experience when he wrote to me that the quarterly health checks present such great opportunities.

It allows him to have a face to face meeting with his counterpart and also with the executive stakeholders. Michael is amazed about what can be found out during such meetings!

In general, a health check assesses the alliance in three main areas: the same areas where you assessed your partner on when selecting a partner: strategic, operational and cultural fit.

Although it will be nice to learn what went well in the alliance, the real value of a health check is identifying the areas for improvement. As such every health check needs an action plan to actively improve the identified areas.

The personal interview

In his response, Michael already highlighted one of the ways health checks can be performed: by a personal interview with your counterparts.

There are different ways these personal interviews can be conducted. I know of companies who run a very light, yet structured, evaluation; they are just looking at what went well and what can be improved. Some follow a rigid structured interview to find the areas of improvement. Sometimes they do this in a workshop format with representatives from both companies.

The online health check

The benefit of an online health check is that more representatives of both companies can participate. The overall response will provide a more objective view on the health of the alliance.

Online health checks are often scored on a 5 point rating scale. When all participants have conducted their health survey, the results are combined in a spider diagram. This diagram easily highlights the areas for improvement: the areas where the two parties differ in opinion or both score low.

The best of both worlds

The downside of the online health check, is that personal recommendations or explanations are not possible or difficult to include.

The third way to conduct a health check is to combine the best of both: a larger group of participants will participate in the online health check, while a small subset of key people (e.g. the alliance managers, some project leaders and the executive sponsors) is being interviewed for a more in-depth analysis.

An outside-in view

Time is often a constraint that prevent teams from performing proper health checks.

A good fourth way to conduct a health check, is to involve an independent third party who will run an objective outside-in health check for you. This outside party will organize the health check, invite the participants for the online survey and conduct the personal interviews with the key stakeholders. The findings will be compiled and presented to you and your counterpart with a recommended action plan.

Now is the time to plan your next health check: contact me to open the conversation!

Some additional reading: