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Partnerships

This module focuses on strategies for collaboration, coalition building, and collective impact. Participants will explore frameworks for developing strong partnerships across sectors, aligning shared goals, and leveraging collective resources to drive systemic change. The session will also highlight best practices for maintaining and managing relationships, and measuring the outcomes of collaborative efforts.

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DATE

Friday, August 21, 2026

TIME

10:00 am - 11:30 am ET 

PRESENTERS

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Managing Director at Envoy 

Salomon Moreno-Rosa

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

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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.

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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

  • Welcome & Ice Breaker​

  • Module 9 recap

  • Guest Speaker​

  • Breakout / Discussion​

  • 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.

This toolkit offers practical insights on the benefits of shared services—like cost reduction, operational efficiency, and scalability. Includes implementation strategies and examples that can be adapted for tech-oriented collaborations (e.g., shared backend systems).

This toolkit focuses on how nonprofits are building and using shared technology platforms (e.g., shared data tools, CRMs). Relevant to data dashboard organizations aiming to reduce redundancy and boost functionality through joint tech infrastructure.

This toolkit provides evidence on how shared workspaces foster innovation, reduce overhead, and support cross-organizational collaboration. Helpful for drawing analogies between coworking and shared infrastructure (e.g., digital co-labs, shared data environments).

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.

Presentation slides used during August 21st session

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© 2025 by Envoy Advisory LLC.

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