Coalition & Fiscal Agent Strategic Alignment

Making Fiscal Agent Partnerships Work

Your field desk for after the training. Run the checks, script the conversations, and walk out with an agreement you can actually hand to someone. Everything you type saves to this device only.

0 unchecked0 open commitments

Ten yes-or-no checks

Operating Snapshot

Take a quick look at what is already working, then choose one gap that would take the most weight off the partnership.

1

Mark what is true today

Check a statement only when it is already consistently true.

2

Notice what remains

Unchecked statements are gaps to discuss, not failures.

3

Choose one gap

Make it your one, add a commitment, or open its conversation.

When you mark a statement true, its gap actions are replaced with an undo option. Uncheck it at any time to bring those actions back.

Legend

  • Empty box
    A gap to discuss. Click it once it becomes true.
  • True today
    Already consistently true in the partnership.
  • ★Your one
    The one gap you chose to move on first.
  • §Agreement §
    The MOU section that closes this gap.

True today

0 / 10

Gaps to discuss

10

How to read it

6+

6+ unchecked · Start with the paper. Most of the other gaps close behind a written agreement. Choose your one below.

▸ What the scores mean

True today — how many of the ten statements are already consistently true. This is a picture of the partnership as it runs now, not what you plan to do.

Gaps to discuss — everything still unchecked. Each gap keeps its actions available, and grouped gaps point you to the conversation that closes them.

How to read it — the band for your number of gaps:

  • 0–2 gaps: maintain the system you have built; use the agreement to record it.
  • 3–5 gaps: pick the one that takes the most weight off and calendar that conversation this month.
  • 6+ gaps: start with the paper — most other gaps close behind a written agreement.

How this affects the Agreement Builder: every gap tagged with an Agreement § is a section worth drafting. Choosing “Your one” gives you a direct link into that section, and “Add as commitment” carries the wording over to My Commitments so the agreement and your follow-ups say the same thing.

On paper

0 of 2 checked

Nothing is written down. Everything else in this snapshot is resting on memory and goodwill.

The money

0 of 2 checked

Neither the timeline nor the reporting is predictable. This is where partnerships break first.

The roles

0 of 2 checked

Nobody could say who decides what. Every request becomes a negotiation.

The people

0 of 2 checked

Staff do not know who employs them or who directs them. That is a liability, not a misunderstanding.

The watch

0 of 2 checked

No oversight and no exit plan. A single leadership change could end this partnership badly.