ISO/TR 44000:2019

TECHNICAL ISO/TR
REPORT 44000
First edition
2019-05
Principles for successful collaborative
business relationship management
Reference number
ISO/TR 44000:2019(E)
©
ISO 2019

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ISO/TR 44000:2019(E)

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ISO/TR 44000:2019(E)

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Relationship management . 1
5 Visions and values . 1
6 Business objectives . 2
7 Collaborative leadership . 2
8 Governance and processes . 2
9 Collaborative competence and behaviour . 3
10 Trust and commitment to mutual benefit . 3
11 Value creation . 3
12 Information and knowledge sharing . 4
13 Risk management . 4
14 Relationship measurement and optimization . 4
15 Exit strategy . 4
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ISO/TR 44000:2019(E)

Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
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ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/patents).
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.org/iso/foreword .html.
This document was prepared by Technical Committee ISO/TC 286, Collaborative business relationship
management.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/members .html.
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ISO/TR 44000:2019(E)

Introduction
Regardless of industry or other factors, a well-conceived collaborative relationship will follow a
set of common principles. Any collaborative relationship lacking in these principles will most likely
experience challenges and reduce the likelihood of success.
The essence of collaborative working enables organizations to achieve greater results than working
independently. Continual focus on adding value will open up the awareness and ability to make use of
value-enhancing opportunities within existing and through new collaborative relationships.
A collaborative relationship underpinned by aligned visions and values, business objectives and
commitment to mutual benefits can achieve synergy in areas such as reduced risk, improved
performance and efficiency, extended product or service capability, product development and
innovation or even improved performance through behavioural change.
The collaborative relationship management principles can be used as a lens through which to interpret
and understand the requirements and guidelines for collaborative working. They were developed and
updated by international experts of ISO/TC 286, which is responsible for developing and maintaining
ISO’s collaborative business relationship management standards.
The following document addresses those principles that underpin the implementation and operation
of organizations committing to work together across organizational boundaries for mutual benefit and
added value. This document provides for each principle:
— Statement: a description of the principle;
— Rationale: an explanation of why the principle is important for the organization(s);
— Key benefits: examples of the benefits associated with adequately addressing the principle.
The creation of effective collaborations is an iterative process where these principles will evolve
through the life cycle of a relationship.
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TECHNICAL REPORT ISO/TR 44000:2019(E)
Principles for successful collaborative business
relationship management
1 Scope
This document introduces twelve collaborative relationship management principles. ISO 44001 and
related ISO collaborative management standards are based on the understanding and acknowledgement
of these principles.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO 44001, Collaborative business relationship management systems — Requirements and framework
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 44001 apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https: //www .iso .org/obp
— IEC Electropedia: available at http: //www .electropedia .org/
4 Relationship management
Statement: A formalized process to manage and sustain collaborative relationships underpins their
success.
Rationale: To be sustainable over time, a collaborative relationship needs to be based on systems and
processes, whether internal or jointly developed, together with a continued focus on monitoring and
developing competence and behaviours.
Key benefits: Collaborative relationships that are based solely on personal relationships, although
important, are vulnerable where personnel may change over time. Documenting the process as agreed
with partners ensures that leadership changes do not weaken the relationship. Furthermore, those
joining the operation over time have a clear perspective on the way the relationship is to be managed,
and the expectations of the parties involved.
5 Visions and values
Statement: The visions and values of organizations wanting to work together will have an impact on
the effectiveness of the collaboration.
Rationale: Operating a collaborative business relationship will inevitably involve the reputation, ethics
and culture of partner organizations. As each party considers the value of a collaborative relationship,
the profile of the organization and potential compatibility with partners will be a key factor in
establishing and aligning their capabilities and joint performance.
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ISO/TR 44000:2019(E)

The nature of the relationship between partner organizations will be influenced by each party’s
perceptions of the other in terms of the level of effective engagement and the perceived risks and
opportunities created through a
...