Purpose of the Tool
A critical step of the transition process is to put in place a written agreement that clearly outlines the commitments, expectations, and conditions of the partnership. The agreement is signed by the following stakeholders:
• Director of the institution
• Principal donor of the institution
• Agency providing technical support for transition
Implementation of the Tool
A partnership agreement is typically signed after successful completion of the onboarding process. It formalizes the decision of key stakeholders to transition and should not be done before ample time and opportunity have been provided to secure buy-in. The agreement can be reviewed periodically throughout the course of transition to ensure ongoing consensus amongst all parties and to respond accordingly in situations where stakeholders may not be upholding their agreed commitments.
