Sign the Project Sponsorship Agreement
Project Leaders will receive the Project Sponsorship Agreement by email and must carefully review and sign it. If you have questions about the Project Sponsorship Agreement after reviewing it, call your program liaison. If your project is transferring from another fiscal sponsor or organization, you should discuss the transfer with your program liaison prior to signing the agreement. You may need to execute a formal transfer agreement in addition to the project sponsorship agreement.
Provide insurance and communications info
Once your project is approved, Community Partners will be in touch via email to request information related to your insurance needs and on how to present your project on the Community Partners website.
Project Leaders and key project personnel must participate in orientation - an in-depth introduction to Community Partners' policies and procedures, forms, and services. Community Partners will notify you of the next scheduled orientation upon being accepted into the fiscal sponsorship program, and when new staff join your project.
Meet with your program liaison
After the orientation, Project Leaders meet with or schedule a call with their program liaison at Community Partners in order to get to know each other and share details on the current state of the project. Your finance liaison may also attend this meeting. Topics of discussion might include:
- Strategic planning and assessment
- Program planning and assessment
- Budgeting and financial management
- Resource development
- Communications, marketing, and public relations
- Human resources
- Administrative systems and facilities
Your program liaison is available to talk with you about your strengths in each of these areas and discuss your priorities for growth and development.