Exploring a merger, amalgamation, or other deeper form of collaboration requires thoughtful planning, honest reflection, and meaningful dialogue. This resource brings together both internal and external discussion worksheets to guide organizations through each stage of the process. The worksheets help boards, leadership teams, and prospective partners assess readiness, clarify goals, explore strategic opportunities, and engage in structured conversations about mission alignment, governance, finances, operations, staffing, assets, and potential collaboration models. Designed to support informed decision-making, this resource provides practical tools to help organizations determine whether a deeper form of collaboration is the right path and what success could look like.

As external conversations progress, the Unilateral NDA Template is another resource that can help establish confidentiality between prospective partners.

We would like to recognize macushlaw, who prepared and developed this resource.