Managing Collaborative Arrangements: A Guide for Regional Managers

Annex F – Checklist for an MOU

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The Memorandum of Understanding Checklist²³

Where a formal arrangement is required, the following is a checklist that can be used for basic planning purposes, after it is reviewed and adapted to the situation and parties involved:

• Situational analysis showing that collaboration is an appropriate option

• Purpose of the collaborative effort and clear articulation of shared objectives

• Clear articulation of roles (within mandate) and responsibilities

• Clear articulation of needs and expected results for each participant, for the partnership, and for the beneficiaries of the service/program

• Agreement on decision-making process, accountability (both shared and individual) and operating procedures

• Identification of risks, agreement on the allocation of risk responsibilities and how to manage them

• Agreement on measures for determining results

• Agreement on contributions from each partner (programs, expertise, information, financial resources, staff, equipment/facilities, etc.)

• Agreement on the division of benefits

• Agreement on accounting, audit and evaluation procedures

• Agreement on procedures for problem-solving, dispute resolution, and ending relationship

• Agreement on reporting, information sharing, internal and external/public communications, and stakeholders' consultations.