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Partnerships

Who partners with the organization, what they've agreed to, and what they've contributed.

Partners are organized by type — community organization, corporate sponsor, cultural organization, faith community, higher education, government agency, healthcare, foundation — each with its own agreements, linked people, and contribution history. A partner isn't just a name on a list: it's a standing record of what was agreed, who they sent, and what came of it.

What it tracks​

  • Partner organizations by type, with contact name, email, and phone
  • Agreements — MOU, contract, letter of agreement, or informal — with dates, scope, and a status of draft, active, expired, or terminated
  • People linked to a partner, each with a role such as coordinator or volunteer
  • Partner-attributed cash and in-kind contributions, linked to the events they supported
  • Partner self-service submissions, made through a one-time secure intake link or a standing published Google Sheet import, held for staff review before they become part of the record

What it reports​

  • Active partners, people engaged, events supported, and recorded hours — organization-wide, by zone, or by partner
  • Cash and in-kind contribution totals by partner, reconciled against Expense & In-Kind's own records
  • Agreement status across the partner roster
  • A partner's own dashboard — their people, their agreements, and the events they supported

Four measures publish to Goals & Measures: active partners, contributed hours, contribution value, and the number of zones a partner's people reach.

Who uses it​

Org admins manage agreements, generate intake links, and see the organization-wide report. Zone coordinators create and maintain partner records within their zone. Building staff can view partner and contribution records in their scope. Partner contacts — a portal role for the partner organization itself — see only their own partner: their people, their agreements, and the events they supported, never another partner's.

Why it matters​

Every organization doing community engagement work relies on partners, but the record of who they are, what was agreed, and what they contributed usually lives in a folder of signed MOUs and a spreadsheet nobody updates. Partnerships gives each partner a standing record and a way to report their own people and contributions directly — reviewed by staff before it counts, never taken on faith.