M&A Cultural Integration Workbook

Author(s): Molly Woudenberg, Kelly Berte, Erin Shepherd

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Use the Cultural Integration Workbook to establish the cultural foundation of the integrated organization.

  • Select and define the three to five focus values that will guide employee behavior and support the cultural and strategic direction of the organization.
  • Develop a cultural integration plan based on the focus values to measure progress and drive success after the transaction.

Use this Cultural Integration Workbook to select focus values for the integrated organization and develop a strategic plan to integrate cultures after the merger or acquisition.

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