Post decision, we help nonprofit organizations navigate the complex transition from merger decision to successful implementation, ensuring that strategy, operations, culture, leadership, and stakeholder communication remain aligned throughout the process.
Identify messaging, audiences, and timing to create a bespoke plan for approaching different stakeholders with consistent yet tailored key messaging and marketing materials.
Compile a current snapshot on the assumptions and aspirations of each organization to uncover insights on shared strategic initiatives, role divisions, accountability parameters, and leadership structures that will inform the due diligence process before negotiations begin. Determine actionable strategies, objectives, and tasks and track your progress as well as facilitate roll out with leadership to increase buy-in throughout and assign responsibilities, due dates, and connect projects across departments and teams.
Proactively recruit cultural ambassadors from both organizations to create a blueprint for team building and shared cultures. Examine work types through the proprietary Predictive Index assessment to anticipate how new colleagues may work together and communicate their workplace needs.
COMMUNICATIONS
SHARED VISION
PROJECT MANAGEMENT
CULTURE
Connect with a merger specialist
We take a collaborative and customizable approach to every engagement, tailoring our process to reflect each organization’s unique goals, culture, priorities, and community voice rather than applying a one-size-fits-all model.