Nonprofit Program Partnership and MOU Management
Program partnerships multiply nonprofit impact but require active management to remain effective and legally sound. This annual review ensures all partnership agreements are current, partners are meeting obligations, and data sharing is legally compliant.
- Industry: Nonprofit
- Frequency: Annually
- Estimated Time: 3-4 hours
- Role: Program Director / Executive Director
- Total Items: 27
Partnership Agreement Review
Review all active partnership agreements.
- Written MOU or agreement in place for all active partnerships?
- All partnership agreements current (not expired)?
- Each partner's roles, responsibilities, and resource contributions clearly defined?
- Liability and indemnification provisions in agreements?
- Termination provisions allowing exit from underperforming partnerships?
Partner Performance Assessment
Assess partner performance.
- All partners meeting their agreed obligations?
- Regular communication with all partners occurring?
- Joint program outcomes being tracked and shared?
- Underperforming partners addressed through formal conversation?
- Value each partnership adds to mission assessed annually?
Data Sharing Compliance
Verify data sharing compliance.
- Data sharing agreements in place for all partnerships involving client data exchange?
- Client consent obtained for data sharing with partners where required?
- HIPAA Business Associate Agreements in place if health information shared?
- Partner data security practices reviewed for adequacy?
Co-Branding and Communications
Manage co-branding requirements.
- Co-branding requirements in partnership agreements?
- Partners properly credited in all joint communications?
- Partner logo use authorized in writing before use?
- Funder attribution requirements in partnerships met?
Financial Relationships
Manage partnership financial relationships.
- Financial terms (fee-for-service, cost sharing) documented in agreement?
- All partner invoices or payment agreements current?
- Subaward vs contractor distinction correctly applied for federal-funded partnerships?
- In-kind contributions from partners valued and documented for match purposes?
Renewal and Exit Decisions
Make renewal and exit decisions.
- Annual assessment of whether each partnership should be renewed?
- Plan to sunset or restructure non-productive partnerships?
- New partnership opportunities assessed against strategic plan?
- Board informed of significant partnership changes?
- Key partnership contributions recognized publicly and in annual report?
Related Nonprofit Checklists
- Nonprofit Program Evaluation and Learning System
- Nonprofit Advocacy and Public Policy Compliance
- Nonprofit Program Service Quality and Outcomes Audit
- Nonprofit Beneficiary Intake and Services Coordination
- Nonprofit Special Event Revenue Compliance and Reporting
- Nonprofit Organizational Capacity Building Assessment
- Nonprofit Year-End Annual Appeal Campaign Management
- Nonprofit Advocacy and Public Policy Compliance Audit
Related Program Delivery Checklists
- Nonprofit Program Service Quality and Outcomes Audit - FREE Download
- Nonprofit Beneficiary Intake and Services Coordination - FREE Download
- Nonprofit Program Outcomes and Impact Measurement Report - FREE Download
- Nonprofit Emergency Shelter Intake and Services - FREE Download
- Nonprofit Sober Living and Recovery House Compliance - FREE Download
- Nonprofit Program Staff Supervision and Performance Management - FREE Download
- Nonprofit Program Evaluation and Learning System - FREE Download
- Nonprofit Advocacy and Public Policy Compliance - FREE Download
Why Use This Nonprofit Program Partnership and MOU Management?
This nonprofit program partnership and mou management helps nonprofit teams maintain compliance and operational excellence. Designed for program director / executive director professionals, this checklist covers 27 critical inspection points across 6 sections. Recommended frequency: annually.
Frequently Asked Questions
What does the Nonprofit Program Partnership and MOU Management cover?
This checklist covers 27 inspection items across 6 sections: Partnership Agreement Review, Partner Performance Assessment, Data Sharing Compliance, Co-Branding and Communications, Financial Relationships, Renewal and Exit Decisions. It is designed for nonprofit operations and compliance.
How often should this checklist be completed?
This checklist should be completed annually. Each completion takes approximately 3-4 hours.
Who should use this Nonprofit Program Partnership and MOU Management?
This checklist is designed for Program Director / Executive Director professionals in the nonprofit industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.