PARTNER CPRM™:
How It Works

PARTNER™ makes invisible networks visible by mapping complex connections and analyzing relationship dynamics. Whether tailoring healthcare interventions, strategically allocating grants, or aligning diverse stakeholders, PARTNER CPRM™ empowers organizations to drive meaningful impact. 

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Implementing PARTNER CPRM™ in Four Steps

Our unique approach fosters a continual cycle of collaboration and strategic planning. Keeping your network data fresh enables regularly updating your strategies and adapting to community changes for ongoing collaboration and alignment. Here’s how it unfolds in five steps which can be repeated on weekly, monthly, or quarterly cycles.

1. Upload Your Network Members

Upload contact information, GIS data, and other details like sector or focus area.

2. Send a Survey to Collect Data

Schedule or send emails to collect and capture data after partner interactions.

3. Map and Analyze Your Network

Translate your date into actionable insights using our analysis tools.

4. Build Reports and Dashboards

Democratize data and share insights with the Report Builder and Member Profiles.

How PARTNER CPRM Works

Map, measure, and strengthen your ecosystem in four steps

Follow the journey from managing members to sharing dashboards. Click steps, use ◀︎ ▶︎ keys, or drag the scrubber.

1 · Manage Members with Advanced Filters

Segment your ecosystem using sector, role, and engagement filters—then export a subnetwork CSV to coordinate outreach or launch a targeted survey.

Precise segmenting Cleaner exports Shared stewardship
Filters Segment by any combination
Match:
(ANY = OR, ALL = AND)
0 members match
NameSectorRoleEngagement
No filters applied yet.

2 · Send a Survey to Collect Relationship Data

Capture who works with whom, on what, and how partners rate trust, perceived value, and contributions. Use logic to tailor questions and schedule delivery by email.

Trust & value metrics Cross-sector ties Survey templates
IF Sector = Housing AND Engagement = Active THEN show Collaboration Matrix
Logic off
Collaboration frequency
Partner Never Sometimes Often
River Valley Housing
Transit Together
County Health
Email Scheduler Status: Draft

3 · Map & Analyze Your Network

See your ecosystem, find brokers and connectors, overlay GIS base layers, and track network health with validated metrics.

Key Player Analysis GIS base layers Centrality metrics
Degree
0.72
0%
Betweenness
0.64
0%
Closeness
0.58
0%
Trust
4.3 / 5
0%
Value
4.1 / 5

4 · Share Your Insights with Dashboards & Profiles

Publish public dashboards and member profiles to align partners, increase transparency, and report impact. Highlight key players and export a board-ready summary.

Public dashboards Board-ready visuals Export & share
`); win.document.close(); win.focus(); win.print(); }); // Simple line chart (no external libs) let chartDrawn = false; function drawTrend(){ if(chartDrawn) return; chartDrawn = true; const c = document.getElementById('tv-chart'); if(!c) return; const ctx = c.getContext('2d'); const W = c.width, H = c.height, P = 38; // padding // sample data (12 points) const trust = [3.8,4.0,3.9,4.2,4.3,4.1,4.2,4.4,4.5,4.3,4.4,4.6]; const value = [3.6,3.7,3.9,4.0,3.8,4.1,4.0,4.2,4.1,4.3,4.2,4.4]; const maxY = 5, minY = 3.4; // axes ctx.clearRect(0,0,W,H); ctx.strokeStyle = '#d8e5e2'; ctx.lineWidth = 1; for(let i=0;i<=5;i++){ const y = P + (H-2*P) * (i/5); ctx.beginPath(); ctx.moveTo(P,y); ctx.lineTo(W-P,y); ctx.stroke(); } ctx.fillStyle = '#233d49'; ctx.font = '12px Arial'; ctx.fillText('3.5', 8, H-P); ctx.fillText('5.0', 10, P+4); function plot(series, color){ ctx.strokeStyle = color; ctx.lineWidth = 2; ctx.beginPath(); series.forEach((v,i)=>{ const x = P + i*((W-2*P)/(series.length-1)); const y = P + (maxY - v) * ((H-2*P)/(maxY-minY)); if(i===0) ctx.moveTo(x,y); else ctx.lineTo(x,y); }); ctx.stroke(); // trend line const n = series.length; const xs = series.map((_,i)=>i); const xbar = xs.reduce((a,b)=>a+b)/n; const ybar = series.reduce((a,b)=>a+b)/n; let num=0, den=0; for(let i=0;i

Community partner relationship management tools

Manage an Ecosystem

Centrally manage your stakeholder information.

Email templates

Streamline your communication with custom templates.

Schedule
emails

Automate emails to reach your network at optimal times.

Build Surveys

Design and deploy network surveys quickly and easily.

Track over Time

Record, track, and analyze interactions with partners.

Measure Trust & Value

Assess and monitor the trust and value of partnerships.

Map Networks

Visualize and analyze your community partner network.

Member Profiles

Access and share detailed profiles of individual partners.

Create GIS Maps

Visualize your connections on a geographic map.

Build Reports

Compile and share dynamic reports with your findings.

Start Networking with a Strategy

With PARTNER CPRM™, shift from a ‘more is better’ approach to a strategic mindset. Build only the essential relationships necessary to achieve shared goals. Practice strategic collaborative management and access systems data for better systems change. PARTNER™ helps you tell the complete story of your network, making a difference in your community.

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