Scroll down to review the free insightful, downloadable post-merger integration articles authored by our consultants. These publications include many of the most influential pieces ever written on post-merger integration.
PRITCHETT Merger Integration Certification Workshop Attendees and Website Subscribers can access all the articles plus all the presentations, playbooks, books, checklists, case studies, assessments, webinars, research, videos, tools, and templates on MergerIntegration.com.
Step 1: Define M&A Integration Strategy and Guiding Principles
Step 2: Determine M&A Integration Governance
Step 4: Provide Post Merger Integration Training
The yin-yang symbol represents the ancient Chinese understanding of how things work. In the context of merger integration, think of the white area (yang) as the “hard stuff” and the black area (yin) as the “soft stuff.” Yang is project management, yin is people management. So which do you think is more important?
Too often, merging organizations concentrate too heavily on one at the expense of the other. Both project and people management require adequate attention in order to realize the full potential of an acquisition.
PRITCHETT’s Merger Integration Certification Workshop does not take a piecemeal approach. It covers both the yin and yang.
Three things that are guaranteed to give HR a better seat at the table:
- Preemptively prepare for M&A. Anticipate. Provide in-depth training for HR staff on the fundamentals of due diligence, merger integration strategy, how to reconcile culture differences, etc. Ensure that the HR Team is very sophisticated on merger dynamics and positioned to serve as a merger-savvy resource to people in other functions.
- Rethink HR's conventional wisdom on how success should be measured. HR is the guardian of workforce issues such as morale, trust, job satisfaction, stress levels, and employee loyalty, but those metrics will take wicked turns for the worse during a merger. Success is better measured by tracking productivity, quality, market share, customer satisfaction, and– above all– profitability. This is highly counterintuitive for HR people, but these are the critical markers for the integration process...
The 11 steps to follow when integrating two organizations:
- Define Integration Strategy and Guiding Principles
Facilitate executive session with senior leaders to determine planning direction and clarify integration goals, assumptions, non-negotiables, success metrics, and vision.
- Determine M&A Integration Governance
Define the hierarchy, structure, roles, and resources for the integration project.
- Conduct Integration Management Office (IMO) Meeting
Plan and facilitate an IMO kickoff event to formally commence the integration process and officially onboard integration teams by reviewing pre-planning input, rules of engagement, objectives, and methodology.
Step 5: Develop Post Merger Integration Risk Management Plan
Step 6: Develop Post Merger Integration Culture Plans
Step 7: Develop Post Merger Integration Communication Plans
Expect These M&A Questions
Free
The deal will create numerous questions in the minds of stakeholders. By anticipating their concerns in advance, you’ll be better prepared to address them. We have compiled lists from our M&A integration consulting projects of the most common questions asked by:
- Employees
- Customers
- Vendors/Suppliers
- Community
- Media
Common Employee Questions
We refer to the first ten questions on the list as “me issues” because they are focused on the most common personal concerns of employees. Until these “me issues” are resolved, people are …
Step 8: Develop Post Merger Staffing & Retention Plans
Step 9: Develop M&A Project Integration Plans
Step 10: Execute Acquisition Integration Plans (Includes Day 1 Plans)
Step 11: Capture M&A Integration Lessons Learned
The deal will create numerous questions in the minds of stakeholders. By anticipating their concerns in advance, you’ll be better prepared to address them. We have compiled lists from our M&A integration consulting projects of the most common questions asked by:
- Employees
- Customers
- Vendors/Suppliers
- Community
- Media
Common Employee Questions
We refer to the first ten questions on the list as “me issues” because they are focused on the most common personal concerns of employees. Until these “me issues” are resolved, people are …