A description of the roles and responsibilities of a lead partner, skills needed, helpful experiences, and time requirements for the job.
A list of tips and lessons learned by lead partners to help inform new leads.
A description of the investee lead team and roles and responsibilities of each team member, including the lead partner.
A slide deck outlining a framework for a facilitated onboarding meeting between the investee’s executive director and SVP lead partner.
A checklist to use as an agenda for the first SVP partner team meeting as an investee engagement begins.
A guide for using a “Stage Gate Model” for new investee engagements. In this model, the process is phased or staged and separated by gates which act as reviews or […]
A description of the lead partner position, as well as the job responsibilities, time commitment, and skills or experiences helpful for the role.
A description of the lead partner role, as well as the position’s responsibilities and project management meetings.