A guide for transitioning and closing partnerships
The one constant in any organization is, change. Organizations mimic life in that they are a living entity. They grow, adapt, change, and end. Its the cycle of life and no person or organization is exempt from the process. While sometimes organizational partnerships end, it is also common that they reach transition points that require them to re-align and adjust to the changing environment. Having plans in place to navigate those transitions allows the organization to scale its impact forward.
Transition or Closure
Transitions occur when we have a major life event, something life-changing that causes us to take pause and reflect on what’s next. These changes often cause course corrections and re-alignment. Sometimes they require that we do some pruning to open the opportunity for new growth.
Every partnership should include within its governing documents, terms for re-assessment of the partnership. Periods of re-assessment need to allow for open and honest discourse between the partners to identify motivating factors and determine when the partnership is no-longer viable.
Including regular review periods allows partnerships to reflect and collect important data on the health of the partnership. These glimpses can help partnerships adjust course when necessary, as well as, recognize when its time to begin the dissolution process and allows both parties to define an exit plan that allows the partnership time for learning and closure.
Some partnerships are not meant to continue forever, their goal is to provide a bridge that allows the “partner” to become self-sustaining. Regular check-ups can serve as guideposts that indicate when it is time to start winding down the partnership and gently release the partner organization so they can learn to thrive independently of the partnership. (Unicef, 2017)
Closing with Grace
Endings feel – final! Moving to a new city, leaving a job, saying goodbye to a friend, all of these events are often filled with mixed emotions. Excitement for the opportunities and new adventures ahead but clouded by sadness for what once was. How we face endings has the power to shape and define us in ways that have a lasting impact. The same is true of organizational endings.
Preparing how your partnership will close provides an opportunity to lay a framework for reflection, learning, and growth. It provides an opportunity for the grieving process to take place, to celebrate the successes and learn from the challenges. While closure does mean that the life cycle is ending, the next step in the cycle is birth. New beginnings and new opportunities. Partnership organizers can facilitate this closing process by establishing guidelines for how they will wind down at the end of the partnership. (Strengthening Nonprofits, 2010)
Tools for Winding Down
- Begin with the end in mind: prepare periodic evaluations that allow for the reflection on the successes and challenges of the partnership.
- Establish procedures for reporting lessons learned that can be consolidated and reflected upon at the end of the partnership.
- Take time to evaluate the data, celebrate success, and identify whats next.
- Long-Term partnerships should plan for the dissolution of the partnership including provisions for the division of assets acquired through the partnership, satisfaction of debts, and document retention requirements.
(Strengthening Nonprofits: A Capacity Builder’s Library, 2010)
Real-World Partnerships: Transitions & Endings
Transitions and Endings are an often overlooked aspect of the partnership. Our example partners provided some great thoughts on the impact of transitions and endings within their organizations.
Hope & A Future discussed the importance of being gracious and thankful to partners throughout the process. While they have no formal process in place for ending a partnership, when a partnership does end they work to keep the doors open for future possibilities. They also keep past partners in the loop with what they are doing through regular communication via newsletters and occasional outreach. This provides both parties the option to reach out again if there’s a good fit.
The House of Refuge experienced a major transition when a government partnership suddenly ended, leaving the organization with a large funding gap. They emphasized that although this ending was a significant blow to the organization, there were positive outcomes. Initially, the organization had to significantly reduce staff and they were unable to provide assistance to families for a time. However, as a result of this transition, they were able to build a number of community partners and establish a strong foundation of support for the organization. This adjustment resulted in a more flexible organization that is able to do more.
CollaborateUp (2018). Backbone Organizations: A Field Guide 27 Ways to Drive Impact in Multi-Stakeholder Initiatives. Retrieved from: https://ssir.org/pdf/Backbone_Organizations_Field_Guide.pdf
Strengthening Nonprofits: A Capacity Builder’s Library (2010). Partnerships: Frameworks for Working Together, Chapter 7: Transitions and Ending. National Resource Centers. Retrieved from: http://www.strengtheningnonprofits.org/resources/e-learning/online/partnerships/default.aspx?chp=7
The Strategic Backbone Toolkit (2014). Retrieved November 23, 2019, from http://tools.sparkpolicy.com/overview-2/
Turner, S., Merchant, K., Kania, J. & Martin, E. (2012) Understanding the Value of Backbone Organizations in Collective Impact: Part I. Stanford Social Innovation Review, July 2012. Retrieved from: https://ssir.org/articles/entry/understanding_the_value_of_backbone_organizations_in_collective_impact_1 (Links to an external site.)
UNICEF. (2017).Concluding, Suspending, and Terminating Partnerships. Civil Society Partnerships. Retrieved From: https://www.unicef.org/about/partnerships/index_60039.html
UNICEF. (2017). Partnership in Humanitarian Response. Civil Society Partnerships. Retrieved From: https://www.unicef.org/about/partnerships/index_82985.html (Links to an external site.)