The Alliance Health Check

The Alliance Health Check is one of my essential services.  It helps to identify possible areas for improving your alliance. It also allows for timely adjustment of the timeline of your alliance, if required.

The Alliance Health Check is best performed on the same topics on which alliance partners are selected:

  • Strategic value
  • Operational effectiveness
  • Cultural/relationship value

I survey these aspects through a number of questions that I pose to the participants involved in the alliance. Participants give their answers by providing scores on a scale rating 1 to 5. Respondents have the option to add their own comments. I also add a few open-ended questions, to solicit more information and to help find methods to improve further.

 

A Balanced Set of Participants

I recommend always to perform an Alliance Health Check with a balanced set of participants. Balanced means that the participants from both organisations’ participants involved have similar functions. So, this includes those people that are working as part of the alliance as well as the managers involved too. Additionally, it’s worth getting executive sponsors and those in in the finance function involved in the health check.

 

Anonymous & Confidential Survey

The survey of an Alliance Health Check is anonymously and is confidential. Obviously, this is paramount so that participants can share their opinions in a trusted way without worrying about confidentiality. I find this encourages genuinely honest feedback.

 

Health Check Report

Following the completion of my Alliance Health Check, the results are clearly displayed in a report which contains a diagram that highlights the differences in responses (see example).

This example displays clearly gaps in differences of opinion which is why it is a large area on the diagram. A healthy alliance will always show a difference in perception between the two organisations involved, but the gaps will be smaller.

 

Report Overview

My report also contains an overview of comments and suggestions as given in reply to the set of open-ended questions. Based on the responses, the report will highlight recommended areas for improvement. The overall findings will then be discussed with the alliance managers from both organisations. It will be up to the alliance managers to orchestrate the recommended actions for improvement.

 

Stakeholder Interviews

Stakeholder interviews are an optional part of an Alliance Health Check. These are verbal interviews that allow for more substance in feedback. They are especially recommended for alliances that are experiencing difficulties in their relationship.

 

Health Check Frequency

I believe that for business success, it is important to repeat Alliance Health Checks on a regular basis. In doing so, you will be able to measure the progress of improvement following the action list. Regular Health Checks also allow you to make sure your alliance is working as it should be. Obviously, it depends on the type of alliance you have and the dynamics of your alliance as to how often you should repeat your Health Check. As an example, for alliances that operate at a high speed or have a large turnover of personnel, I would suggest frequent Health Checks. For more stable alliances or those with a low turnover of personnel, a Health Check conducted once a year is sufficient.

 

Health Check Flow

A typical Health Check takes a couple of weeks to conduct. To view the process of a Health Check, take a look at the outline of activity below.

1 – Preparation

    • Question preparation is carried out by Simoons & Company. We will consult with the alliance managers from both partner organisations involved in the Health Check to determine an approved final set of questions.
    • Defining list of the participants
    • Setting up the survey on the Simoons & Company website.

2 – Performing the Survey

    • Day 0 — The alliance managers send an email to the participants in their own organisation. This email announces the start of the Alliance Health Check.
    • Day 1 — Simoons & Company will send invites with a link to all participants.
    • Day 7 — All participants will receive an automated reminder email.
    • Day 14 — Those participants that have not clicked the link in the first two emails will receive an automated reminder email.
    • Day 21 — Final reminder sent to all participants announcing closure of the survey by the end of the next business day.
    • Day 22 — Closing of the survey.

3 – Reporting and Feedback

    • A full report will follow within 2 weeks after the close of survey. An evaluation meeting with the alliance managers will be scheduled.

 

Find out what an Alliance Health Check could do for your organisation:
Schedule a no-strings attached call with me to explore what an alliance health check could mean for your alliances.