The Partnering Process



FREE CONSULTATION

Partnering brings people together to build unanimous positive attitudes and long-lasting, trusted relationships, and the first step is your free consultation with us. We want you to feel as confident and excited about partnering as we are. To book your free consultation, call us at (808) 220-8400 or email us at jerry@claypartnering.com.

COMPREHENSIVE ASSESSMENT

Our initial session will be dedicated to a comprehensive assessment. During this assessment, your facilitator will meet with you to learn about your group’s current status and create an integrated plan tailored to your team’s unique goals and needs.

Review Current Undertaking

We recognize that everyone has different definitions of success, so your facilitator will work closely with you and your group to gain an understanding of what your team is looking for. Your facilitator will ask questions about how your project has been going so far, what obstacles you’ve encountered, and where you’d ideally like your project to go. Through our personalized coaching, we’ll work alongside you to help identify and overcome potential future problems.

Create a Custom Plan

Your facilitator will assist you in identifying necessary stakeholders and then send a survey to all of them. Your facilitator will then work off of the answers to this survey to design a specialized agenda for your partnering retreat. Usually, this agenda will include exercises and brainstorming sessions with groups of participating stakeholders to carry out the goals that the group sets for the retreat.

FACILITATOR-LED PARTNERING “RETREAT” WITH ALL STAKEHOLDERS

This one- to two-day workshop is the heart of the partnering process. Based on the confidential survey that stakeholders complete, our facilitator will guide your group through this retreat with a customized approach.

Level The Playing Field

The partnering process should include all stakeholders — meaning that everyone in the project, team, or department completes a pre-retreat survey and attends the partnering retreat. The pre-retreat survey provides insight into the group as well as project issues, which helps your facilitator customize your group’s retreat agenda. The retreat is ideally conducted in a comfortable setting outside of the typical workplace.

Identify And Overcome Potential Future Problems

During the retreat, participants will:

  • learn more about each other

  • identify their major goals 

  • identify potential obstacles to achieving their goal

  • brainstorm solutions to those obstacles

  • develop a methodology to solve problems when they occur

  • draft and sign a morally binding, shared agreement (known as a “Compact”)

The facilitator captures the ideas generated in-session as a written record and later provides them to each participant. This helps the facilitator guide follow-up sessions to confirm that everyone is using the techniques agreed upon at the retreat.

Build Positive Attitudes, Long-Lasting Relationships, And Trust

Your retreat is designed to refocus participants on their mutual goals, as well as to help enable effective communication, coordination, and cooperation. Following the retreat, the group should regularly review and update their action items. Re-evaluation of their progress re-energizes the group, strengthens communication, and prevents them from slipping back into old habits. This partnering process solidifies a new or existing team, creating a completely new paradigm in your working relationship that is designed to help the group succeed in executing current and future projects.