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Part II: Strategic RelationShift Workshop

Three Consecutive Days

Sample Agenda

(each program is custom designed to meet the unique circumstances of the alliance.)

Day One

Morning Work Session 1:

JOINT VISION for the ALLIANCE 

Presentation of Survey Results

  • Review of the Strategic Assessment
     (where are we now)
  • What’s Possible Now?
  • What’s Missing Now?
  • What Shifts in Thinking are Necessary?
  • What’s At Stake Now?

Designing the Future

  • Opportunities for the Future
  • Critical Strategic Shifts
  • Past & Future Vision
    Value Migration Exercise

Afternoon Work Session 2:

  • Align on the Customer Value Proposition
  • Value Chain Mapping
  • Breakthrough Value Proposition
  • Innovation Potential - Exercise
  • Detail the Elements of Win/Win

ALLIANCE METRICS

  • Create the Alliance's Metrics
  • Total Cost of Ownership Analysis
  • What’s Needed to Win? Summation
  • Wrap-up

 

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Day Two

Morning  Work Session 3:

ALIGNING the FORCES

 Presentation of Survey Results

  • Dimensional Fit Analysis and Survey Feedback
  • Root Cause Analysis

 Building the Foundation of Trust

  • Building Trust and Commitments
  • Trust Busters and Recovery
  • Ethics and Communications
  • Culture of Synergy of Compatible Differences
  • Redefining the New Relationship
  • Trust Building Exercise

 Cooperation Issues

  • Issues of Security and Control
  • Rules of Engagement
  • Conflicts in Channels, Branding, etc.
  • Opportunities for Growth, Innovation, & Added Value

Afternoon Work Session 4:

 Governance and Alliance Management

  • Role of Champions, Steering Committee
  • Rewards & Metrics Alignment
  • Flexibility & Decision Making
  • Control and Empowerment
  • Guiding/Operating Principles & Charter of Expectations
  • Alliance Governance

Creating the Hi-Performance Innovation Culture

  • Dealing with Differences
  • Culture of Cooperation & Innovation
  • High Performance Teamwork
  • Breakthrough Thinking
  • Handling Breakdowns
  • Communications Protocols
  • Wrap-up

 

Day Three

Morning  Work Session 5:

ACTION PLANNING

Presentation of Survey Results

  • Solution Generation using Breakthrough Thinking

Establishing the Action Plans

  • Tasks, Roles, Responsibilities, Key Milestones, Deadlines
  • Detailed Project Team Action Plans and Coordination
  • Detailed Steering Committee Action Plan
  • 120-Day Launch Plan

Afternoon Work Session 6:

 Developing the Operational Integration

  • Continuous innovation, speed
  • Breakdown Scenarios, Contingency Planning, Turning Project Breakdowns into Breakthroughs
  • Identify Critical Success Factors
  • Managing Corporate Interfaces

 Communications Plan

  • What to Say/Avoid
  • Internal / External Communications Plan
  • Spokesperson Coordination
  • Hardest Answered Questions

 Support Plan

  • Build Internal Support within both partners
  • Quick Wins to Build Momentum
  • Building a Collaborative Culture

 Next Steps

  • Promises, and Requests
  • Appreciations and Wrap-up

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