How Alignment Works
Overview of how the alignment process operates and what to expect during partner onboarding.
Process Overview
Alignment is established through a combination of materials review and direct conversation. This is not a course to complete. It is a process to ensure mutual understanding before the partnership becomes active.
Materials Provided
Partners receive reference materials covering key alignment areas. These are provided for context, not for study. The goal is shared understanding, not knowledge acquisition.
Areas Covered
- • Positioning boundaries
- • Responsibility separation
- • Question handling guidance
- • Exception escalation
Purpose
- • Reference during engagements
- • Clarity on boundaries
- • Context for conversations
- • Ongoing access as needed
Alignment Conversations
Direct conversation with the partnerships team to confirm understanding and address questions. This is not an evaluation—it is a mutual check-in.
Initial Discussion
Walk through positioning boundaries and responsibility separation. Address any questions or scenarios specific to your practice.
Alignment Confirmation
Brief conversation to confirm mutual understanding before the partnership becomes active. Clarify any remaining questions.
What to Expect
The process moves at a deliberate pace. We are not optimizing for speed.
- —Conversations scheduled at mutually convenient times
- —No fixed timeline or deadline
- —Focus on clarity, not completion
Questions about the alignment process? Contact the partnerships team.
Contact Partnerships Team