BSBPMG637 Engage In Collaborative Alliances

Task 2 –Written Report

 You are currently the project manager and you would like to develop a partnership or alliance with an existing company or business to increase your own customer base. This can be done through a number or ways from marketing, sharing advertising costs, and/or sharing the costs of a project or event. You may choose from one of the following choices:

  1. Construction Company
  2. Social Media Company
  3. Fashion Label
  4. Restaurant / Café
  5. BYO

Once you have selected an area to focus in, you are to research one of the above categories, and then create the Implementation Plan in Part B as well as develop a Collaboration Agreement in Part C to submit to the intended company. The partnership or alliance can include one of the following categories:

  1. Marketing
  2. Advertising
  3. Rewards Programs
  4. Events
  5. Sponsorship

Part A – Identify opportunities for collaboration and develop collaborative alliances

Create a Partnership and Alliance Registry for 10 separate businesses that connect to your business case study. In creating the registry make sure to:

  1. Identify and evaluate opportunities for collaborative alliances according to organisational and program objectives
  2. Identify and evaluate potential collaborators according to organisational policies
  3. Initiate and develop relationships with potential collaborators according to organisational policies and procedures

Please follow the template:

Part B – Establish Implementation Plan

Once you have completed the registry, select one business or company to focus on as the primary candidate for your intended partnership or alliance.

Establishthe Implementation Plan and include the following details for your intended partnership or alliance:

  1. Collaborative approach with parties which adhere to organisational policies and relevant legal requirements
  2. Formal agreement to ensure continuation of envisaged value and to identify potential need for changes and additions according to organisational policies and procedures
  3. Collaboration plans for each agreement to support implementation

Please follow the template:


Legal Entity or Lead Agency: [Insert Name.]

Legal Entity/ Lead Agency Management Committee [List the names of the Management Committee of the Lead Agency ]

Collaboration Committee [List the names of those on the Collaboration Committee and the organisations that they represent]

Process: [Explain the process by which the Legal Entity/Lead Agency will work with the Collaboration Committee to govern the Collaboration.  For example: decisions made by Collaboration Committee made up of representatives of each partner organisation plus representation from the Legal Entity with all strategic decisions and financial decisions above a set amount to be ratified by the Management of the Legal Entity.]

Personnel– (exclude this section if the Collaboration is not going to directly employ staff Remember the Collaboration must be a legal entity in its own right before it can be an employer.)

Recruitment options

[How do you intend on obtaining your required staff? Advertising in the local paper, online advertising, and/or training current staff members?]

Training programs

[Are there any training programs you will be organising in the event you cannot find the required skills? Are these in-house or external providers? What training will you as the business owner/manager undertake to keep your skills current?]

Skill retention strategies

[What procedural documentation will you provide to ensure the skills of staff are maintained? Do you have an appropriate allocation of responsibilities? How are responsibilities documented and communicated to staff? What internal processes will you implement to regularly check that the current skills of staff members are still appropriate for the business?]



[What are the opportunities to be innovative in the ways that you support service users, create a learning environment within the collaboration and support staff in their professional development. Are there any gaps in local service delivery that innovation can help you fill?]


Workers compensation: [Provide details if you have workers compensation insurance? This is mandatory if you have employees.]

Public liability insurance: [Provide details if you have public liability insurance? This covers any third party death or injury.]

Professional indemnity:[Provide details if you have professional indemnity insurance? This covers any legal action taken out as a result of your professional advice.]

Product liability:[Provide details if you have product liability insurance? This covers any legal action taken out as a result of injury, damage or death from your product.]

Collaboration assets:[Provide details if you have insured your business assets in the event of a fire, burglary, or damage? For example: building, contents, motor vehicles.]

Legal considerations

[List the legislations which impact on the governance of your collaboration and its service delivery.]

Examples: Legislation listed below is just a sample. Each Collaboration needs to determine the Acts which may impact on it.

Anti-Discrimination Act 1991 (Qld)

Commission for Children and Young People and Child Guardian Act 2000 (Qld)

Commission for Children and Young People Amendment Legislation 2006

Racial Discrimination Act 1975 (Cth)

Sex Discrimination Act 1984 (Cth)

Disability Discrimination Act 199 (Cth)

Human Rights and Equal Opportunity Commission Act 1986 (Cth)

The Domestic and Family Violence Protection Act (1989)

The Domestic Family Violence Regulation (2003) and their amendments

The Child Protection Act (1997)

The Community Services Act 2007

Community Services Regulation 2008

The Supported Accommodation Assistance Program Act 1994

The Housing Act 2003

Housing Regulation 2003

Workers’ Compensation and Rehabilitation Act 2003 (Qld)

Workplace Health and Safety Act 1995 (Qld)

Workplace Health and Safety Regulation 1997 (Qld)

Fire Service and Rescue Act 1990

Fire and Rescue Service Regulation 1991

Building Fire Safety Regulation 2008

Building Fire Safety Regulations Act 1991

A New Tax System (Australian Business Number) Act 1999 (Cth)

Associations’ Incorporation Act 1981 (Qld)

Associations’ Incorporation Regulation 1999 (Qld)

Income Tax Assessment Act 1971

Superannuation Guarantee (Administration) Act 1992 (Cth)


[How will partner services communicate with each other, their staff, their management committees, the lead agency/Legal Entity, service users, the funding body and other stakeholders.]

Collaboration Activities
[What specific services will be delivered by the Collaboration and over what geographic area?]

Client Group

[Who will serviced by the Collaboration]

Technology (Software):
[Is everyone already using the same operating system on their computers? Will new software be required. Will new systems to be used require new software. How will the IT support be provided ]

Service hours:[ When is service on offer to the community]

Quality control:[What Service Standards are used by the Collaboration Partners. How will you collect and use client feedback to ensure that you focus on continuous improvement in service delivery. ]


[List any risks/constraints to your Collaboration’s operating environment resulting from things outside your control? For example, loss of funding to a partner]


[List Engagement Strategies, Communication Strategies, strategies for managing reduced funding or loss of partner?]

Part C – Support the evolution of collaborative agreements

Write a draft partnership proposal for the intended business or company focusing on:

  1. How to monitor and nurture relationships with collaborators
  2. How to assess performance of all parties to an agreement against organisational and program objectives and expected results, and address variances
  3. How to make changes to agreements as required according to organisational policies and procedures

Discussion may follow the sequence below:

  • State the reason for your need or want to form a business partnership or alliance with the business you have selected from assessment 1.
  • Write a brief background to the company you intend to pitch to for your business partnership and or alliance.
  • Explain the opportunities you can project for the partnership or collaborative alliance.
  • Explain what benefits will come from the partnership or alliance for your intended business / company.
  • Explain the benefits for your business / company.
  • Explain the WIFM (What’s In IT For Me!)
  • Describe the relationship you wish to form with the intended company or business.
  • Define the aspects you wish to share such as, costs, resources, skills, media, marketing, advertising, monies, brand awareness.
  • Include a partnership agreement draft form for you and the intended company or business. Please sign and date the form and fill out the form with as much detail as possible.
  • Define how you will implement the agreement.
  • Outline areas that may cause a breach.
  • Describe how you intend to keep track of the partnership / alliance and how you will monitor and provide feedback to both parties.
  • Describe how to assess performance of all parties to an agreement against organisational and program objectives and expected results, and address variances
  • Describe how to make changes to agreements as required according to organisational policies and procedures

Please follow the template:

Collaboration Agreement

 Name the Collaboration

List the Partners of the Collaboration

 Name [Enter the name of each partnering organisation]

Location [actual location of each partner service]

 The Legal Entity

Lead Agency/Legal Entity name: [Enter the organisation’s name]

 ABN:[Registered Australian business number]

 ACN:[Registered Australian company number, if applicable]

 Location: [Head office address]

The Purpose of the Collaboration

[Why are you collaborating? What are the expected outcomes for the partnering services? What are the expected outcomes for the service users? What are the expected outcomes for the funding body]

Practice Principles

[List the Principles that all partners have agreed to abide by]

The Future

Vision statement:

[The vision statement should clearly state the overarching aim of the collaboration.]


[What are your short & long term goals? What activities will you undertake to meet them?]

The Finances

[What is the anticipated Collaboration Budget? Where is the funding coming from? What are the expected outgoings? Who will manage the money? What system will they use? How will you demonstrate accountability?]

Monitoring and Evaluation

[How are you going to monitor, evaluate and document the impact of the Collaboration? Note the process that will be used: assessment of regular financial reporting; funding body reports; service user feedback etc.]

Key objectives and financial review

Financial objectives

[List your key financial objectives. This can be cost sharing, new funding]

 Finance required

[How much money up-front do you need? Where will you obtain the funds? Are partners making a financial contribution to the Collaboration?]

Financial assumptions

[List your financial assumptions. These can include on-going funding for all partners, contributions by partners etc.]

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