Private Sector Engagement (PSE): Checklist Tool for Identifying Bottlenecks & Root Causes in Partnership Processes

  • Date Posted: February 24, 2023
  • Authors: Priyanka Brunese, Min Kyung Lee, Yuehwern Yih
  • Organizations/Projects: Purdue University
  • Document Types: Guidance, Tool, Assessment
  • Donor Type: U.S. Agency for International Development

This tool was developed to help facilitate an intentional, timely and systematic way to monitor the partnership's processes and reduce collaborative challenges that partners typically face in such engagements. This tool aims to provide a starting point for those involved in the partnership/ engagement to identify any 'red flags' or signs such as slowing down of the partnership processes, slow progress, frustration among partners. These are indications of 'collaborative inertia'. Secondly, once these signs are observed, the tool then provides another checklist to help pin-point some root causes. This tool allows partners to have some common language and have a constructive dialogue to address the root causes. There are two checklists provided as a part of this tool: (i) the first checklist is to be used to identify any signs of bottlenecks in the partnership processes; (ii) the second checklist allows you to dig deeper to uncover what might be causing the bottlenecks. We recommend using this checklist regularly as early as the Formulation phase, but especially during the Implementation phase of the PSE Lifecycle. This checklist tool can be used as frequently as needed to keep a pulse on the partnership process. If used regularly, it allows partners to identify and resolve issues in a timely manner.