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Memorandum	
  of	
  Understanding
Organization
Organization
and
Completing	
  the	
  Memorandum	
  of	
  Understanding	
  survey:
Click	
  in	
  the	
  lightly	
  coloured	
  fields	
  and	
  type	
  your	
  responses.	
  
Save	
  this	
  document	
  (use 'save as' and rename document) and	
  distribute	
  copies	
  to	
  
the	
  partnering	
  organizations.	
  
This Memorandum of Understanding sets out the terms and conditions between two organizations that have come
together to jointly present an event or activity. Each organization agrees to meet or exceed the terms as stated, to
fulfill	
  its	
  obligations	
  to	
  the	
  best	
  of	
  its	
  abilities,	
  and	
  to	
  participate	
  in	
  the	
  spirit	
  of	
  the	
  collaboration	
  as	
  intended.	
  
The	
  Memorandum	
  of	
  Understanding	
  also	
  sets	
  out	
  the	
  basic	
  framework	
  for	
  the	
  collaborative	
  process.	
  It	
  is	
  not	
  the	
  
intention	
  of	
  this	
  document	
  to	
  capture	
  every	
  detail	
  of	
  the	
  partnership	
  (e.g.	
  meeting	
  schedule);	
  additional	
  
information	
  should	
  be	
  discussed	
  and	
  documented	
  through	
  the	
  meeting	
  process.	
  
This	
  tool	
  is	
  designed	
  to	
  support	
  the	
  formative	
  stages	
  of	
  building	
  a	
  collaboration	
  between	
  two	
  organizations,	
  and	
  it	
  
can	
  be	
  used	
  to	
  guide	
  conversations	
  when	
  initially	
  exploring	
  a	
  partnership.	
  The	
  document	
  should	
  not	
  be	
  completed	
  
until	
  the	
  details	
  have	
  been	
  sufficiently	
  discussed	
  and	
  have	
  received	
  appropriate	
  approvals.	
  Conversations	
  should	
  be
frank	
  and	
  honest,	
  allowing	
  organizations	
  and	
  individuals	
  to	
  discuss	
  realistic rms	
  without	
  coercion.	
  
This	
  document	
  is	
  not	
  intended	
  to	
  offer	
  legal	
  advice	
  or	
  information	
  that	
  could	
  mitigate	
  risk	
  or	
  replace	
  a	
  company's	
  
own	
  due	
  diligence.
Reset Form
Memorandum	
  of	
  Understanding
Senior	
  staff	
  person	
  or	
  board	
  
member	
  authorizing	
  
collaboration.
Name	
  of	
  the	
  Collaborative	
  
Effort:
Date(s)	
  of	
  Production/
Performance/Event/Project:
General	
  description	
  of	
  
collaboration
Leader	
  responsible	
  for	
  
Leader	
  responsible	
  for	
  
COLLABORATIONLeadership
Describe	
  the	
  scope	
  and	
  
limitations	
  of	
  authorities	
  of	
  
the	
  leaders.
Committee	
  membership	
  
(key personnel	
  and roles/
functions)
Stakesholders
Enter name of senior staff person
responsible for oversight.
Enter date(s) of event.
Enter title of collaborative project: event,
production or presentation.
Enter name of senior staff person
responsible for oversight.
Enter brief description of event.
Enter the name of the person who has
oversight of the collaboration.
Enter the name of the person who has
oversight of the collaboration.
Enter the scope and limitations of
authorities for both leaders and other
participants.
Enter the names and roles of the
committee members or participants.
Enter the names and roles of the
committee members or participants.
Enter names of stakeholders and external
influencers and their relationships to the
collaborative organizations.
Memorandum	
  of	
  Understanding
Goals	
  specific	
  to	
  each	
  
organization:
Cash	
  contributions
Other	
  contributions Personnel
Expertise
Access	
  to	
  
community
Infrastructure
Technology
Fundraising
ResourcesGoals
The	
  organizations	
  have	
  agreed	
  to	
  the	
  
overall	
  project	
  goal:
Describe	
  the	
  alignment	
  of	
  visions	
  between	
  
the	
  organizations.	
  
Consider the alighment of visions for each
organization.
Consider the alighment of visions for each
organization.
Describe the goals that are specific to this
organization.
Describe the goals that are specific to this
organization.
$
$
Note
Note
Note
Note
Note
Note (sponsors, donors,
advertisers, grants, etc)
Describe overall responsibilities for this organization.
Memorandum	
  of	
  Understanding
Basic	
  meeting	
  schedule
Reporting	
  methods
Conflict	
  resolution
Check	
  applicable	
  statements.
We	
  agree	
  to	
  remove	
  the	
  concept	
  of	
  right	
  and	
  
wrong,	
  and	
  to	
  appreciate	
  different	
  
perspectives.
We	
  agree	
  to	
  focused	
  and	
  respectful	
  
conversations	
  during	
  which	
  everyone	
  is	
  heard	
  
fairly	
  and	
  equally.	
  
Governance
We	
  agree	
  to	
  accept	
  and	
  comply	
  with	
  decisions	
  
when	
  made	
  by	
  the	
  collaborative	
  committee.
Autocratic	
  (made	
  by	
  the	
  leader	
  only).
By	
  majority	
  vote.
Unanimity.
We	
  agree	
  conflict	
  will	
  be	
  discussed	
  with	
  the	
  
affected	
  individuals	
  and	
  typically	
  within	
  the	
  
partnership	
  structure.
Decision-­‐making	
  process	
  will	
  be:
Delegated	
  to	
  individuals	
  or	
  sub-­‐groups.
We	
  agree	
  conflict	
  and	
  misunderstandings	
  will	
  
be	
  discussed	
  in	
  a	
  timely,	
  open	
  and	
  honest	
  
fashion.
Decision-making. Check	
  
applicable	
  statements.
Both organizations check boxes to
indicate mutual agreement.
Provide a basic description of meeting
schedule: e.g. bi-weekly, regular, irregular,
in-person, phone.
Provide a basic description of reporting
methods: e.g. at meeting, email, written,
verbal, etc.
Memorandum	
  of	
  Understanding
Overall	
  responsibilities	
  and	
  
role	
  of	
  each	
  organization.
Record	
  the	
  split	
  of	
  profit	
  and	
  
loss.
Split	
  of	
  Profit/LossResponsibilities
Describe overall responsibilities for this
organization.
Describe overall responsibilities for this
organization.
Describe the profit/loss split between the
organizations. Include incomes and
expenses to be inlcuded.
Memorandum	
  of	
  Understanding
We	
  agree	
  that	
  we	
  will:
Organization Date
Date
Recognize	
  the	
  importance	
  of	
  the	
  collaborative	
  effort	
  and	
  will	
  invest	
  in	
  the	
  
process	
  of	
  collaboration.
Organization
Respect	
  the	
  confidentiality	
  of	
  this	
  agreement	
  and	
  of	
  the	
  information	
  that	
  is	
  
acquired	
  through	
  the	
  collaborative	
  process.	
  
Notify	
  the	
  partner	
  organization	
  of	
  any	
  needed	
  changes	
  to	
  the	
  Memorandum
of Understanding	
  in	
  a	
  timely	
  fashion.
We	
  agree	
  we	
  have	
  the	
  organizational	
  and	
  financial	
  stability	
  to	
  carry	
  out	
  the described	
  collaborative	
  effort.	
  
We	
  have	
  disclosed	
  any	
  issues	
  and	
  conflicts	
  that	
  could	
  jeopardize	
  or	
  cause	
  undue	
  risk	
  to	
  the	
  relationship	
  or	
  
the	
  partner	
  organization.
Listen	
  openly	
  and	
  with	
  understanding,	
  remain	
  flexible	
  and	
  adaptable,	
  and	
  
work	
  towards	
  consensus	
  and	
  conflict	
  resolution.
Work	
  for	
  the	
  good	
  of	
  the	
  collaboration	
  as	
  a	
  unified	
  partnership,	
  setting	
  
aside	
  self-­‐interest.
Work	
  with	
  respect,	
  trust,	
  commitment	
  and	
  accountability.
Remain	
  committed	
  to	
  the	
  collaborative	
  planning	
  and	
  to	
  achieving	
  goals.	
  
We	
  will	
  support	
  and	
  contribute	
  to	
  the	
  evaluation	
  of	
  goals.
Honour	
  the	
  contributions,	
  timelines	
  and	
  other	
  commitments	
  outlined	
  in	
  this	
  
Memorandum	
  of	
  Understanding.

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Collaboration: Memorandum of Understanding

  • 1. Memorandum  of  Understanding Organization Organization and Completing  the  Memorandum  of  Understanding  survey: Click  in  the  lightly  coloured  fields  and  type  your  responses.   Save  this  document  (use 'save as' and rename document) and  distribute  copies  to   the  partnering  organizations.   This Memorandum of Understanding sets out the terms and conditions between two organizations that have come together to jointly present an event or activity. Each organization agrees to meet or exceed the terms as stated, to fulfill  its  obligations  to  the  best  of  its  abilities,  and  to  participate  in  the  spirit  of  the  collaboration  as  intended.   The  Memorandum  of  Understanding  also  sets  out  the  basic  framework  for  the  collaborative  process.  It  is  not  the   intention  of  this  document  to  capture  every  detail  of  the  partnership  (e.g.  meeting  schedule);  additional   information  should  be  discussed  and  documented  through  the  meeting  process.   This  tool  is  designed  to  support  the  formative  stages  of  building  a  collaboration  between  two  organizations,  and  it   can  be  used  to  guide  conversations  when  initially  exploring  a  partnership.  The  document  should  not  be  completed   until  the  details  have  been  sufficiently  discussed  and  have  received  appropriate  approvals.  Conversations  should  be frank  and  honest,  allowing  organizations  and  individuals  to  discuss  realistic rms  without  coercion.   This  document  is  not  intended  to  offer  legal  advice  or  information  that  could  mitigate  risk  or  replace  a  company's   own  due  diligence. Reset Form
  • 2. Memorandum  of  Understanding Senior  staff  person  or  board   member  authorizing   collaboration. Name  of  the  Collaborative   Effort: Date(s)  of  Production/ Performance/Event/Project: General  description  of   collaboration Leader  responsible  for   Leader  responsible  for   COLLABORATIONLeadership Describe  the  scope  and   limitations  of  authorities  of   the  leaders. Committee  membership   (key personnel  and roles/ functions) Stakesholders Enter name of senior staff person responsible for oversight. Enter date(s) of event. Enter title of collaborative project: event, production or presentation. Enter name of senior staff person responsible for oversight. Enter brief description of event. Enter the name of the person who has oversight of the collaboration. Enter the name of the person who has oversight of the collaboration. Enter the scope and limitations of authorities for both leaders and other participants. Enter the names and roles of the committee members or participants. Enter the names and roles of the committee members or participants. Enter names of stakeholders and external influencers and their relationships to the collaborative organizations.
  • 3. Memorandum  of  Understanding Goals  specific  to  each   organization: Cash  contributions Other  contributions Personnel Expertise Access  to   community Infrastructure Technology Fundraising ResourcesGoals The  organizations  have  agreed  to  the   overall  project  goal: Describe  the  alignment  of  visions  between   the  organizations.   Consider the alighment of visions for each organization. Consider the alighment of visions for each organization. Describe the goals that are specific to this organization. Describe the goals that are specific to this organization. $ $ Note Note Note Note Note Note (sponsors, donors, advertisers, grants, etc) Describe overall responsibilities for this organization.
  • 4. Memorandum  of  Understanding Basic  meeting  schedule Reporting  methods Conflict  resolution Check  applicable  statements. We  agree  to  remove  the  concept  of  right  and   wrong,  and  to  appreciate  different   perspectives. We  agree  to  focused  and  respectful   conversations  during  which  everyone  is  heard   fairly  and  equally.   Governance We  agree  to  accept  and  comply  with  decisions   when  made  by  the  collaborative  committee. Autocratic  (made  by  the  leader  only). By  majority  vote. Unanimity. We  agree  conflict  will  be  discussed  with  the   affected  individuals  and  typically  within  the   partnership  structure. Decision-­‐making  process  will  be: Delegated  to  individuals  or  sub-­‐groups. We  agree  conflict  and  misunderstandings  will   be  discussed  in  a  timely,  open  and  honest   fashion. Decision-making. Check   applicable  statements. Both organizations check boxes to indicate mutual agreement. Provide a basic description of meeting schedule: e.g. bi-weekly, regular, irregular, in-person, phone. Provide a basic description of reporting methods: e.g. at meeting, email, written, verbal, etc.
  • 5. Memorandum  of  Understanding Overall  responsibilities  and   role  of  each  organization. Record  the  split  of  profit  and   loss. Split  of  Profit/LossResponsibilities Describe overall responsibilities for this organization. Describe overall responsibilities for this organization. Describe the profit/loss split between the organizations. Include incomes and expenses to be inlcuded.
  • 6. Memorandum  of  Understanding We  agree  that  we  will: Organization Date Date Recognize  the  importance  of  the  collaborative  effort  and  will  invest  in  the   process  of  collaboration. Organization Respect  the  confidentiality  of  this  agreement  and  of  the  information  that  is   acquired  through  the  collaborative  process.   Notify  the  partner  organization  of  any  needed  changes  to  the  Memorandum of Understanding  in  a  timely  fashion. We  agree  we  have  the  organizational  and  financial  stability  to  carry  out  the described  collaborative  effort.   We  have  disclosed  any  issues  and  conflicts  that  could  jeopardize  or  cause  undue  risk  to  the  relationship  or   the  partner  organization. Listen  openly  and  with  understanding,  remain  flexible  and  adaptable,  and   work  towards  consensus  and  conflict  resolution. Work  for  the  good  of  the  collaboration  as  a  unified  partnership,  setting   aside  self-­‐interest. Work  with  respect,  trust,  commitment  and  accountability. Remain  committed  to  the  collaborative  planning  and  to  achieving  goals.   We  will  support  and  contribute  to  the  evaluation  of  goals. Honour  the  contributions,  timelines  and  other  commitments  outlined  in  this   Memorandum  of  Understanding.