It sounds like you've broken some ice already. I think it's good that you're both discussing this before one of you has actually met someone you'd like to become involved with. Unless there is something you didn't mention.
You should prob'ly pick up a copy of "Roadmaps for the Clueless and Hopeful". It has a lot of info about what you're looking for. I still have quite a ways to go, but so far I am impressed by the way it tries to talk you OUT of poly, but it is a rhetorical style whose intent is to give balance to the "sunshine and roses aren't we all so wonderful because we're poly-amorous let's all have a group hug and sing kum-ba-yah" attitude. Having said that, it also contains some advice which is helpful in a relationship regardless of its position on the mono-poly spectrum.