NEXT STEPS
SHARED SERVICES TOOLKIT
A collection of tools designed to help you think through considering collaboration, identifying opportunities, building partnerships, and evaluating impact.
Please Note
These tools may help you get started, but they are not intended to replace working with a facilitator. For hands-on support and guidance, reach out to The Capacity Lab.
Considering Collaboration
These tools may help your organization ask the right questions to define what you are looking for and what you have to offer.
Collaboration Checklist: This tool from Program Savvy Consulting looks at how different aspects of an organization can affect collaboration and provides best practices.
Starting Small but Thinking Big: This BoardSource resource may help you identify the key questions to answer at the very beginning of a collaborative effort.
Identifying opportunities
These tools may help to identify what form of collaboration is most appropriate for your organization.
Structuring a Strategic Alliance: This tool from the Lawyers Alliance for NY breaks down the different structuring options for nonprofits forming a strategic alliance.
Building partnerships
These templates and tools may help your organization formalize and operationalize your collaboration.
The information contained in this website is provided for informational purposes only, and should not be construed as legal advice on any matter. Please consult an attorney prior to entering into any formal agreement.
Collaboration
TCL Memorandum of Understanding Template
TCL Shared Services Agreement Template
TCL Management Agreement Template
TCL Collaboration Agreement Template
Consolidation
If organizations determine that consolidation is the best path forward, these tools may help ensure compliance with NYS regulations.
Choosing to merge vs. alternatives
Evaluating impact
These tools may help evaluate partnerships
before, during, and after collaboration.
Stanford Collaboration Assessment [Eval Section]: This section of the Stanford Collaboration Assessment focuses on the questions to ask before, during, and after a collaboration to measure impact.
Measuring the Impact and Success of a Nonprofit-Corporate Partnership: This tool adapted from America’s Charities helps partners to identify what “impact” means to them.
Health Partnership Assessment Tool: This tool was designed to help human services and healthcare organizations evaluate their partnerships, but the in-depth questions are broadly applicable to organizations with established partnerships.