Working Agreement Checklist for Nonprofit Consultant Partnerships

Collaborate Without Confusion: Your Free Working Agreement Checklist

A lightweight tool from Perception Check to help consultants and service providers build trust, define scope, and avoid misunderstandings—without getting legal.


Whether you’re co-pitching an RFP, delivering a shared workshop, or teaming up behind the scenes—clear agreements make or break successful partnerships.


This checklist was built by and for nonprofit consultants who’ve been there: last-minute delays, ghosted clients, unclear roles, or awkward money convos.


It’s not a contract. It’s a trust-building tool. A simple, field-tested checklist to:


  1. Define expectations early
  2. Avoid misalignment down the line
  3. Build repeatable, stress-free collaborations



✅ WHAT YOU GET


📝 A two-page Working Agreement Checklist that helps you clarify:


  • Roles & responsibilities
  • Timelines & communication
  • Scope, payment, and shared ownership
  • Exit strategies and red flags
  • What “good enough” looks like


📎 In a shareable, printable PDF format — easy to copy/paste into your own agreement docs or project onboarding tools.

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