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SVP Portland Investee Lead Team: Descriptions, Roles and Responsibilities

03/30/2017

A description of the investee lead team and roles and responsibilities of each team member, including the lead partner.

SVP Portland Lead Partner: Potential Learning Agenda

03/30/2017

A list of topics and learning objectives that would be helpful in building capabilities and skills of lead partners and their teams with investee work.

SVP Arizona Lead Partner Job Description

03/30/2017

A description of the lead partner role, as well as the position’s responsibilities and project management meetings.

SVP Portland Lead Partner Self-Assessment

03/30/2017

A questionnaire for lead partners to use to assess their competencies, skills, and practices.

Partnering for Success: A Step-by-Step Guide to Investee Relations

03/30/2017

This manual provides a structured system for managing your relationship with investees, from establishing a plan for working with each investee through “graduation.” It includes tips, case studies, checklists, forms […]

SVP Vancouver Lead Partner-Investee Quarterly Report Template

03/30/2017

Lead partners complete this report on a quarterly basis to track investee progress.

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