9780940069411

The Nonprofit Mergers

by ; ;
  • ISBN13:

    9780940069411

  • ISBN10:

    0940069415

  • Edition: CD
  • Format: Paperback
  • Copyright: 2004-06-01
  • Publisher: Fieldstone Alliance

Note: Supplemental materials are not guaranteed with Rental or Used book purchases.

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Supplemental Materials

What is included with this book?

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

Supplemental Materials

What is included with this book?

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.

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