The Nonprofit Mergers

by LA Piana, David; Hyman, Vincent; Peacock, Judith

• ISBN13: 9780940069411
• ISBN10: 0940069415
• Edition: CD
• Format: Paperback
• Copyright: 2004-06-01
• Publisher: Fieldstone Alliance

Summary

You've completed the merger agreement. Now, how do you make the merger work? Nonprofit Mergers Part II helps you create a comprehensive plan to achieve integration. It addresses large, strategic issues as well as small practical ones. Integration issues and how to handle them Section I: Going the Distance provides a broad view of integration, its challenges, and how to meet them. Topics include the basic tenets of organizational change; what success looks like in a well-implemented merger; the purpose and content of an integration plan; how to address people issues through leadership and planning; and the relationship between effective leadership, effective communication, and their combined contribution to integration success. How to create a useful integration plan Section II: Creating an Integration Plan takes you step-by-step through this essential process. You'll learn about integration of boards, cultures, management, staff and volunteers, programs, communications and marketing, and systems--one by one, in detail; the steps needed to create each section of the plan; common challenges, roadblocks, and crises that will arise, and how to respond when they do; and processes, procedures, and interventions likely to be most helpful and necessary. Software helps you create an organized plan Included with the book is a CD-ROM with a detailed integration plan template. Use it to keep your planning organized and on track. This useful guide also includes sample integration plans, worksheets, checklists, and tips and quotes from leaders of merged organizations. Nonprofit Mergers Part II is a must-read for anyone considering, embarking on, of just completing a merger!

Table of Contents

About the Authors	v
Preface	xiii
Introduction	1	(1)
Making a Merger Legal	2	(1)
Making a Merger Integrated	2	(3)
Who Should Read This Workbook?	5	(1)
Overview of This Workbook	5	(2)
SECTION I Going the Distance	7	(52)
Effective Change Leadership	9	(12)
The Importance of Leadership	9	(1)
The Leader's Job	10	(7)
The Speed of Change	17	(1)
Tips for the Effective Change Leader	18	(2)
Summary	20	(1)
Defining a Successful Post-Merger Integration	21	(8)
How a Merger Unfolds	21	(3)
Determining and Articulating Desired Outcomes	24	(3)
Summary	27	(2)
Managing the Integration Process	29	(8)
The Integration Plan	29	(2)
Establishing an Integration Team	31	(3)
Day-to-Day Management of Integration	34	(1)
Evaluation: An Ongoing Responsibility	35	(1)
Summary	36	(1)
The People Issues	37	(10)
Fear of Change	38	(1)
Helping People Change	39	(4)
Board, Volunteers, and Donors	43	(2)
Summary	45	(2)
Communication	47	(12)
Communication: A Two-Way Street	48	(3)
Assembling a Communication Working Group	51	(1)
Identifying Audiences	52	(1)
Delivering the Message	53	(1)
Promoting the New Organization	54	(2)
Communication Vehicles and Media	56	(1)
Feedback	57	(1)
Evaluation	57	(1)
Summary	58	(1)
SECTION II Creating an Integration Plan	59	(98)
Creating and Using an Integration Plan	61	(6)
Jump-Starting an Integration Plan	61	(1)
Developing the Content	62	(1)
Recording the Plan	63	(1)
Monitoring Your Progress	64	(1)
How to Use Section II	64	(3)
Board Integration	67	(10)
Envisioning the Future	67	(2)
Pre-Merger Steps to Successful Integration	69	(4)
Post-Merger Steps to Successful Integration	73	(1)
Challenges and Roadblocks	74	(1)
Summary	75	(2)
Cultural Integration	77	(8)
Envisioning the Future	77	(2)
Pre-Merger Steps to Successful Integration	79	(1)
Post-Merger Steps to Successful Integration	80	(2)
Challenges and Roadblocks	82	(1)
Summary	82	(3)
Management Integration	85	(8)
Envisioning the Future	86	(1)
Pre-Merger Steps to Successful Integration	86	(2)
Post-Merger Steps to Successful Integration	88	(2)
Challenges and Roadblocks	90	(1)
Summary	91	(2)
Staff and Volunteer Integration	93	(12)
Envisioning the Future	94	(1)
Pre-Merger Steps to Successful Integration	95	(1)
Post-Merger Steps to Successful Integration	95	(6)
Challenges and Roadblocks	101	(1)
Summary	101	(4)
Program Integration	105	(8)
Envisioning the Future	106	(1)
Pre-Merger Steps to Successful Integration	107	(1)
Post-Merger Steps to Successful Integration	108	(2)
Challenges and Roadblocks	110	(1)
Summary	111	(2)
Communication and Marketing Integration	113	(14)
Envisioning the Future	114	(1)
Pre-Merger Steps to Successful Integration	114	(3)
Post-Merger Steps to Successful Integration	117	(6)
Challenges and Roadblocks	123	(1)
Summary	123	(4)
Systems Integration	127	(30)
Finance	127	(5)
Fundraising	132	(4)
Human Resources Systems	136	(10)
Technology	146	(4)
Facilities	150	(4)
Summary	154	(3)
Conclusion	157	(2)
Appendix A Sample Integration Plan	159	(24)
Appendix B Pre- and Post-Merger Organizational Profile	183	(10)
Appendix C Sample Human Resources Audit	193	(8)
Appendix D Sample Technology Audit	201	(2)
Resources	203	(4)
Worksheets	207	(20)
Index	227