Partnership Templates Pack

✅ Partnership Readiness Checklist

Assess whether your nonprofit is prepared to build a healthy, beneficial partnership. Includes mission fit, staff time, communication readiness, and basic risk screening.

✅ Partner Profile & Alignment Worksheet

Clarify the type of partners who actually support your mission. Helps you map shared audiences, overlapping needs, and complementary strengths.

✅ Partnership Pipeline Tracker

A simple, visual tracker that keeps your prospects, active partners, and follow-ups organized. Includes suggested cadence, stages, and last-contact prompts.

✅ Discovery Call Micro-Agenda

A 20-minute conversation guide to help you hold relaxed but productive calls. Includes intro script, questions to ask, and a closing step.

✅ Next-Step Decision Tool

A quick way to sort partners into three categories: No, Nurture, or Pilot. Helps you protect your time and move collaborations forward with confidence.

💌 Partnership Outreach Communications Pack

Included Scripts:

Initial Partnership Inquiry Email

→ Use when reaching out for the first time
→ Short, clear, and friendly

Warm Introduction Request

→ Perfect for asking board members or supporters to introduce you

Discovery Call Confirmation Email

→ Sets expectations and provides a short agenda

Follow-Up Message Options (3 variations)

→ When you have not heard back
→ When you need a gentle nudge
→ When the partner is stalled

Post-Call Summary Email

→ Helps you recap agreements and confirm next steps

Pilot Collaboration Invitation

→ Use when you want to test a partnership
→ Encourages low-pressure collaboration

📘 Creator Notes for Week 1

• These tools were designed for founders and small teams who need clarity, structure, and an easy starting point.

• Everything is modular. You can use one item or all depending on where you are in the partnership process.

• Built to help you avoid overwhelm and keep your mission front and center.

📘 WEEK 2: Standard Guide — “The Partnership Playbook”

Inside This Guide:

✅ Why Collaboration Works for Small Nonprofits

A clear explanation of how partnerships expand your reach, capacity, and credibility.

✅ Partner Fit Framework (The Three C’s)

Learn how to evaluate Cause, Culture, and Capacity so you choose partners who truly support your mission.

✅ How to Start Small with Micro-Partnerships

Examples and ideas for low-stakes pilots that help you build trust without overwhelming your team.

✅ How to Build a Repeatable Partnership Process

Simple steps for keeping outreach organized, creating a follow-up rhythm, and maintaining relationships.

Who It’s For:

Founders and small nonprofits who want a simple, confidence-building approach to partnerships without heavy paperwork or complex agreements.

📗 WEEK 2: All Access Advanced Guide — “Advanced Partnership Systems”

What’s Inside:

✅ Designing Partnership Roles and Responsibilities

Learn how to structure tasks, communication, timelines, and agreements in a way small nonprofits can sustain.

✅ Managing Multi-Organization Communication

Tips for leading shared calendars, shared deliverables, and group messages without creating chaos.

✅ Building Collaborative Programs

A deeper look at how to co-design initiatives with partners before introducing funding or formal commitments.

✅ Collaborative Grant Readiness

How to prepare partners for joint grant proposals — from narrative alignment to shared budgets and reporting expectations.

Why It Matters:

This guide shows you how to think strategically about collaboration, lead confidently, and avoid the pitfalls that derail multi-organization work.

🎓Core Resource — Partner in 5 Days Audio Experience

What’s Inside:

🎧 Day 1: Build Your Short List

Use the Profile and Alignment Worksheet to identify 3–5 strong potential partners.

🎧 Day 2: Create Your Value Hook and Subject Lines

Craft simple, compelling outreach messages that partners can understand quickly.

🎧 Day 3: Send Two Touches

One cold email and one warm introduction request, plus mindset coaching to overcome hesitation.

🎧 Day 4: Host a 20-Minute Discovery Call

A walk-through of what to say, how to listen well, and how to quickly assess fit.

🎧 Day 5: Choose the Right Next Step

Decide whether this is a No, a Nurture, or a Pilot. Includes guidance for each path.

What You’ll Experience:

Short, supportive audio messages you can listen to on the go, designed to help you take real action and complete your partnership process this week.

🧩 Monthly SOP — Partnership Pipeline SOP

What’s Inside:

✅ Cadence and Workflow

How often to review, when to follow up, and how to keep momentum going.

✅ Stage Definitions

Clear descriptions of Prospect, Active, Review, and Archive so you always know where a partner stands.

✅ Weekly Review Checklist

A short routine to keep your pipeline updated in ten minutes or less.

✅ Stall-Buster Moves

Quick actions to restart stalled relationships without feeling awkward.

How to Use It:

Add it to your operations manual or volunteer onboarding. This SOP helps you keep partnerships organized without relying on memory.

🤖 AI Kit: Partnership Outreach & Collaboration Builder

What’s Inside:

✅ Mini SOP: AI-Assisted Partnership Outreach

Shows you how to use AI to draft outreach emails, follow-ups, and value statements in under ten minutes.

✅ Three Plug-and-Play Prompts

1. Create a personalized outreach email
2. Generate a warm introduction message
3. Rewrite your value hook to sound clearer and more compelling

✅ Fast Action Tool: Value Hook Rewriter

A simple worksheet that helps you produce a strong, mission-aligned statement partners understand instantly.

How to Use It:

Copy and paste the prompts, customize your details, and use the mini SOP to streamline your entire outreach workflow. Designed to save time and boost clarity.