The Catalpa Handbook
  • The Catalpa Handbook
    • Handbook guidelines
  • 1. ABOUT CATALPA
    • 1.1 About Catalpa
    • 1.2 Vision, Values and Strategic Plan 2022
    • 1.3 Governance at Catalpa
    • 1.4 Organisational structure of Catalpa
    • 1.5 Our projects and key contacts for each
    • 1.6 Our key products
      • Bero
        • Content
          • Exams
          • Targeting Content to Users
            • Resizing images for Bero
        • Design
        • Requirements
        • Theming
      • Gathr
      • Openly
  • 2. OUR PEOPLE AND HOW WE WORK
    • 2.1 How we work and the tools we use
      • Google Drive
      • Trello
      • Github
      • InVision
    • 2.2 Communicating internally
      • All Hands Stand-up (weekly / Mondays)
      • Tutorial Tuesdays
      • Show & Tell
      • Guide to Slack
      • Team meetings
      • Other Events
    • 2.3 Mission Driven Teams
    • 2.4 Recruitment and Onboarding
      • Hiring Guidelines
    • 2.5 How we support our people to thrive
      • Onboarding a new hire
        • Onboarding Trello
        • Onboarding buddy guide
        • 30/60/90 Day Plan
      • Goal Setting
      • Regular work/task based 1X1's
      • Quarterly Catch Up's
      • Feedback
      • Managers - Managing Underperformance
    • 2.6 Offboarding
    • 2.7 Leave and public holidays
      • Leave
      • Public Holidays
    • 2.8 Supporting our Mental Health
    • 2.9 Working from home & remotely
    • 3.0. Learning & Development Allowance
  • Page
  • 3. EXTERNAL COMMUNICATIONS
    • 3.1 Guide to Communication
      • Describing Catalpa
      • Guide to photography
      • Guide to social media
      • Writing: style guide
      • Writing: grammar
    • 3.2 Procedures for the collection, storage and use of stories, photos and video
    • 3.3 External Complaints and Feedback Policy
  • 4. PARTNERSHIP AND GROWTH INCLUDING BUSINESS DEVELOPMENT
    • 4.1 Introduction / overview
    • 4.2 Pre-bid stage including networking and partnering
      • Networking
      • Positioning for priority bids
      • Tracking bid opportunities
      • Partnering
        • Partnership brokering
        • Due diligence of downstream partners /subcontracting agencies
        • Pre-bid agreements
    • 4.3 Go / No Go
      • Go / No Go meetings
      • Selection criteria and guidelines
    • 4.4 Tender planning and preparation
      • Project planning and design pre-submission
      • Key templates and links for bid planning and preparation
      • Bid Writing - full proposal or concept note
        • How to appoint an external bid writer
        • Key templates
        • Commonly required building blocks / required materials for tenders
        • Guides
    • 4.5 After a bid has been submitted
  • 5. PROJECT AND PRODUCT CYCLE MANAGEMENT
    • 5.1 Introduction
    • 5.2 Planning and pre-submission design
      • 5.2.1 Monitoring, Evaluation & Learning
        • Project-level M&E
        • Catalpa's organisational approach to MEL
      • 5.2.2 Risk Management
      • 5.2.3 Cross-cutting issues in projects
        • Gender equality
        • Disability inclusion
    • 5.3 Mobilising a new project
      • Handover from BD team to PM team
      • Program Summary Document
      • Team Kickoff Meeting
      • Team Charter
    • 5.4 Post-contract implementation
      • Stage 1 - Learn: Design and Discovery
        • Human Centred Design
        • Our Tools
        • Creating a product
      • Stage 2: Create and Ideate
        • Our model
        • Agile Project Management
          • Getting started
          • Product design and development phases
            • 0. Contracting
            • 1. Learn
              • 1.1. Prepare
              • 1.2. Discovery
              • 1.3 Empathise
            • 2. Create
              • 2.1 Ideate
              • 2.2 Implement
            • 3. Refine
            • 4. Evaluate
          • Product Roadmap
          • Defining releases
          • Create the solution
          • Make a global plan
          • User Stories
          • Prototyping
          • Incremental development
          • UX & UI
          • Conducting tests
      • Stage 3: Refine and Release
        • Introduction and overview
        • Data privacy on a project basis
        • How-tos
          • Retrospective
        • Scrum methodology
          • Daily standup
          • Sprints
          • Sprint prep
          • Sprint meeting
        • Release
          • Epics
          • Epic selection
          • Epic planning
          • Product Q&A, deployment and implementation
          • Make it available
          • Delivery
      • Stage 4: Evaluate
        • Define the maintenance support plan and team
        • Customer support
        • Ongoing user data collection and analysis
      • Glossary of Terms
    • 5.5 Project close-out
      • Product transition and handover
      • Transition to governmen
      • SMA
      • Licenses / handover documents
      • Migrating to Gov owned data-center or cloud hosting
  • 6. POLICIES AND PROCEDURES
    • 6.1 Register of policies and compliance
    • 6.2 Policy Development Procedure
    • 6.3 Code of Conduct
    • 6.4 Data Privacy & Storage Policy
    • 6.5 Human Resources Policies
      • Breastfeeding and Work Policy
      • Occupational Health and Safety Policy
      • Domestic and Family Violence Policy
      • Gender Equality Policy
      • Disability & Discrimination Policy
      • Use of Catalpa Vehicles Policy - PNG
      • Anti-Bullying, Harassment and Discrimination Policy
    • 6.6 Safeguarding Policies, Templates and Training
      • Child Safeguarding Policy
      • Prevention of Sexual Exploitation, Assault and Harassment Policy (PSEAH)
      • Safeguarding templates
      • Safeguarding training
      • Safeguarding procedure for collecting, storing and using images / stories
    • 6.7 Financial and Asset Management
      • Fraud & Corruption Policy
      • Vehicle Use
    • 6.8 Complaints and Feedback
      • Internal Complaints and Feedback Policy
      • External Complaints and Feedback Policy
      • Whistleblower Policy
    • 6.9 Contract Development Procedure
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  • 2. Why Partnership Brokering Matters in the Pacific
  • 3. Principles of Effective Partnership Brokering
  • 4. Stages of Partnership Brokering

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  1. 4. PARTNERSHIP AND GROWTH INCLUDING BUSINESS DEVELOPMENT
  2. 4.2 Pre-bid stage including networking and partnering
  3. Partnering

Partnership brokering

1. Introduction

Partnership brokering is the process of building, nurturing, and sustaining effective and equitable partnerships. In international development, particularly in the Pacific, this means facilitating relationships based on mutual respect, cultural understanding, and shared outcomes.

This guide supports Catalpa in forming and managing partnerships with other organizations, communities, governments, and other stakeholders.


2. Why Partnership Brokering Matters in the Pacific

  • Local ownership: Effective partnerships ensure that initiatives are locally driven.

  • Cultural context: Understanding Melanesian, Micronesian, and Polynesian cultural nuances is essential.

  • Long-term impact: Collaborative efforts lead to more sustainable and resilient outcomes.

  • Trust-based relationships: In the Pacific, strong interpersonal relationships underpin effective partnerships.


3. Principles of Effective Partnership Brokering

  1. Equity – All parties contribute and benefit fairly.

  2. Transparency – Open communication about goals, finances, and challenges.

  3. Inclusivity – Engaging a diverse range of voices, especially local and community-based actors.

  4. Mutual Accountability – Shared responsibility for successes and failures.

  5. Cultural Respect – Deep understanding and integration of cultural practices and protocols.


4. Stages of Partnership Brokering

A. Scoping and Building Relationships

  • Stakeholder Mapping: Identify who is already active, who holds influence, and who may be marginalized.

  • Initial Engagement: Ask, don't assume—let partners articulate their needs and priorities.

  • Building Trust:

    • Show long-term commitment.

    • Be present—physically or virtually—in regular community or regional dialogues.

B. Designing the Partnership

  • Co-create objectives:

    • Ensure alignment with national development priorities and community needs.

    • Use participatory tools like Theory of Change workshops.

  • Define roles and expectations: Establish Memorandums of Understanding (MoUs) or partnership agreements.

  • Agree on governance and decision-making:

    • Include government (or other local) representatives in leadership or steering committees

    • Design conflict-resolution mechanisms that reflect local values.

C. Managing and Maintaining the Partnership

  • Regular communication: Use appropriate technology (e.g., WhatsApp, Viber, or radio) depending on local context.

  • Joint monitoring and evaluation: Collect feedback from communities, not just organizations; and track both quantitative outcomes and qualitative insights (e.g., stories of change).

  • Resource sharing: Share funding equitably and provide capacity strengthening where needed.

  • Cultural brokerage: Designate roles for individuals who can “bridge” between cultures, such as local liaison officers.

D. Reviewing and Sustaining the Partnership

  • Reflect on learnings: Hold joint reviews with honest feedback loops.

  • Adapt and improve: Adjust partnership terms or activities based on new insights.

  • Celebrate milestones: Publicly acknowledge shared achievements.

  • Plan for sustainability or exit

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