Partnerships
This modules focuses on exploring collaboration efforts with peer organizations to create efficiencies and build new tools & products, and understanding how to pool resources effectively, reduce costs, and leveraging partnerships and shared investments in infrastructure and tools.

DATE
March 27, 2026
TIME
12:00 pm - 1:30 pm ET
VENUE
PRESENTERS

Salomon Moreno-Rosa
Managing Director at Envoy
Salomon is a Managing Director at Envoy. He uses his background and expertise in nonprofit administration and policy development to inform inclusive hiring, philanthropy, and strategic planning engagements that help drive organizational goals and advance local outcomes.

Alejandra Piers-Torres
Manager at Envoy
Alejandra is a Manager of Strategy & Philanthropy at Envoy. She brings experience in local government, public/private partnerships, and program development to support social impact initiatives. Alejandra holds a BA in International Relations and Hispanic Studies from Brown University.

Rothschild Toussaint
Associate at Envoy
Rothschild is an Associate in the Strategy & Philanthropy sector at Envoy. He brings experience in economic development, affordable housing, research, and policy analysis. He employs a mixed methods research and data-driven approach to tackling social challenges. He holds a BA in Economic Geography from Dartmouth College.
Session Agenda
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Welcome and Icebreaker
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Overview of Last Session
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Module 1: Partnerships
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Closing and Next Steps
Resources
Partner Needs Assessment
This toolkit provides a structured framework for civil society organizations to assess and strengthen partnerships. It offers two main tools: a prospective partnership assessment that evaluates strategic alignment, value, costs, risks, and organizational capacity; and an individual partner assessment that examines partner compatibility, added value, and potential risks.
This guide is designed to help organizations build and maintain effective partnerships, particularly in the health and public service sectors. It emphasizes forming partnerships only when necessary to avoid duplication and inefficiency, and provides a clear framework for establishing shared goals, roles, governance, and communication structures.
Case Study: Opportunity Atlas
This guide explains how to use the Opportunity Index to assess and address disparities in economic, educational, health, and community opportunity across U.S. counties. It features fictional case studies showing how stakeholders like nonprofits and policymakers can use the data to improve programs and advocate for equitable resources. It emphasizes data-driven decision-making to expand access to opportunity.
This document reviews various tools—including the Opportunity Index, Child Opportunity Index, and Economic Innovation Group's Distressed Communities Index—used to measure opportunity and equity in the U.S. It compares their frameworks, geographies, data sources, and indicators to guide practitioners in selecting the best fit for local analysis and program planning. The review helps stakeholders understand trade-offs across tools.
This report introduces a pilot Metro Index measuring opportunity across 13 U.S. metropolitan areas using expanded indicators in economy, education, health, and community. It finds that metro areas typically outperform national averages but vary widely by region and demographic composition. Key findings include disparities linked to race, geography, and resource access, highlighting areas for policy action and investment.
The Creating Equitable Ecosystems Action Guide by the Forum for Youth Investment offers strategies for system leaders and practitioners to foster environments of belonging and opportunity for youth across education, health, justice, and community settings. It introduces the Youth Journey Map and Pyramid of Program Quality to help stakeholders assess and align efforts that center safety, equity, and youth voice. The guide emphasizes the importance of cross-sector collaboration, youth-informed reflection, and systemic change to ensure all young people feel valued and supported as they navigate various systems.
MOUs
This partnership agreement template is designed to establish shared mission, goals, roles, data ownership, and accountability for multi-party collaborations. It outlines responsibilities, funding, communications, and expected outcomes like reports and deliverables, emphasizing mutual benefit and clarity.
This guide explains the role of MOUs as non-binding but essential tools to formalize mutual understanding, clarify roles, and establish trust in community-academic partnerships. It includes key sections like decision-making, compensation, conflict resolution, and provisions for sustainability. It highlights the importance of aligning MOU contents with each partner’s mission and values.
The Stellar Partnerships MOU template is a robust, business-oriented framework outlining objectives, deliverables, resource contributions, communication processes, review timelines, and dispute resolution. It includes structured roles, logo usage agreements, partnership health checks, and termination clauses, making it ideal for nonprofit–corporate collaborations with shared marketing or programmatic goals
This sample MOU is tailored for civic tech and community partnerships, especially around digital inclusion efforts. It defines goals, roles, success metrics, and non-binding terms for cooperation between organizations. It emphasizes independence of action, no financial obligation, and shared intent rather than contractual commitmentMOU ConnectHome.
Actionable Intelligence for Social Policy (AISP)
This tool details questions that highlight the breadth of knowledge that may be important for a state agency analytics team to track. It was developed based on the research team’s experience working with state agencies to build analytic capacity and later revised based on feedback from the toolkit interviewees.