Project · Strategic Planning

Partnership & collaboration plan for nonprofits

Part of our strategic planning support. Work on it with a coach, practitioner or cohort — and keep the result.

No credit card required · you own & control your data

You’ll walk away with

  • Partner map

  • Collaboration options (from referral to merger)

  • Partnership agreement outline

Typical length
2–4 months
Who’s involved
executive director (ED) and board chair, with partner leaders joining later sessions; about 2 hours a week

Overview

What is a partnership & collaboration plan project?

A partnership and collaboration plan helps you decide which organizations to work with and how closely, from simple referrals to shared services or, less often, a merger. When it’s done, you have a map of possible partners, clear options for each and an outline for a written agreement.

Steps

How does a partnership & collaboration plan project usually run?

  • 01

    Map the field

    List organizations that serve the same people or place, and where you overlap.

  • 02

    Clarify your goals

    Decide what you want from working together, such as reach, savings or better services.

  • 03

    Explore options

    Talk with possible partners about options from referral agreements to shared staff.

  • 04

    Put it in writing

    Draft an agreement outline, and have legal counsel review any formal agreement.

Signs you need this

When does a nonprofit need a partnership & collaboration plan project?

The most common sign a nonprofit needs a partnership & collaboration plan project is “You overlap with other organizations.” — here are the others to look for.

  • You overlap with other organizations.
  • A funder suggested you collaborate.
  • Partnerships depend on personal relationships.

Delivery

How does Resilia deliver a partnership & collaboration plan project?

Practitioner: a practitioner facilitates conversations with you and possible partners. Legal counsel is recommended for formal agreements.

Practitioner time is scoped with you — or free to you if your funder sponsors it. Legal review, if needed, is separate.

Example

What does a finished partnership & collaboration plan look like?

For example, two small after-school programs in the same neighborhood might explore sharing a bookkeeper and a summer camp. They could finish with a partner map, a one-year shared-services pilot and an agreement outline for both boards to approve.

Pitfalls

What are common mistakes to avoid?

  • Building a partnership on one personal friendship between leaders.
  • Skipping the written agreement because things feel friendly.
  • Jumping to merger talks before trying lighter ways of working together.

Related

What is a partnership & collaboration plan project often paired with?

FAQ

Frequently asked questions

Is this about mergers?

It can be, but most collaborations are lighter: shared services, joint programs or referrals.

How long does a partnership & collaboration plan project take?

Typically 2–4 months. ED and board chair, with partner leaders joining later sessions; about 2 hours a week.

How much does a partnership & collaboration plan project cost?

Practitioner time is scoped with you — or free to you if your funder sponsors it. Legal review, if needed, is separate.

Who does the work on a partnership & collaboration plan project?

A practitioner facilitates the process; legal counsel recommended for formal agreements.

Can we start a partnership & collaboration plan project for free?

Yes. Start self-service for free in your workspace, then add a coach, practitioner or cohort when you’re ready — or ask your funder to sponsor it.

Can our funder pay for this?

Often, yes. Here’s how to ask.

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Advise nonprofits? See how consultants work with Resilia.