Rules of Engagement

the parameters and expectations for third-party relationships

we need to expect a certain level to be met when partnering professionally with professed professionals

The Expectations

• Roles and Responsibilities (who is responsible to do what in this partnership)
• Security Requirements (what security standards do we ALL have to adhere to)
• Compliance Obligations (what must we all agree to do in order to work together securely and privately)
• Reporting and Communication (how and to who do we communicate with when something goes wrong)
• Change Management (how do we properly implement changes that affect both of us in this partnership)
• Contractual Provisions (who and how can one of us back out if the other side doesn't hold up their end of the deal)

Common Legal Agreements

• Memorandum of Understanding
• Non-disclosure Agreement
• Memorandum of Agreement
• Business Partnership Agreement
• Master Service Agreement
• Service Level Agreement (detailed)
• Statement of Work / Work Order (detailed)