Partnerships

Track formal partnerships with organizations, including entity types, assistance exchanged, events and meetings, and evaluation of the relationship.

The Partnerships module allows you to document and manage formal partnerships between your organization and external entities. Use this module to record the type of assistance exchanged, track partnership events and meetings, and evaluate the depth and effectiveness of each relationship over time.

Screenshot: The Partnerships list view showing the records table with columns for partnership name, organization, program areas, entity type, and completion status, along with search, filter options, and the Add Partnership button

1

Create a Partnership

Enter partnership details including the organization name, program areas, entity type, assistance exchanged, and intervention types.

2

Collaborators

Add staff members and collaborators involved in the partnership.

3

Add Events

Record events and meetings associated with the partnership, including date, type, attendance, and purpose.

4

Evaluation

Evaluate the partnership by selecting the relationship depth, assessment tool, and documenting accomplishments and lessons learned.

5

Mark a Partnership as Complete

Review completion requirements and submit the partnership record.

Additional Actions

• Copy a Partnership — Duplicate an existing partnership record to save time when entering similar data.

• Import Partnerships — Create multiple partnership records at once from a spreadsheet.