1. VISION
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What is your vision of the sort of organisation which can result from bringing these two entities together? |
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Does senior management (if this is not you) have any overriding objective for the merger? |
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How can you make the vision compelling for the vast majority of your people? |
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How can you make it meaningful for support staff? |
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What competitive reference can you provide? |
2. CULTURAL MIX
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How are the cultures of the two organisations different – use dimensions of style and values to assist the analysis? |
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What are the good features of each of the component organisations that you want to carry through into the new one? |
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Can you prioritise them? |
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Anything you wish to explicitly reject? |
3. LEADERSHIP TEAM
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Who are the members of the senior team from each group who can help you bring this vision to reality? |
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What do you need to do to get them on board? |
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What are the strengths/weaknesses of the proposed team? |
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Are there any senior misfits and what can you do about them? |
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Does the team have balance from the two organisations? |
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Can/should you do anything to improve the balance? |
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What specific roles can you assign to each of the members? |
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How can you best bring them together to create the merger plan? |
4. MANAGEMENT ACTIONS
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What sequence of Management Action is required/preferred in order to deliver the new organisation structure and over what time period should this be achieved? |
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At each step what internal communication challenges arise and how would they best be met? |
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At each step what external communication challenges arise and how would they best be met – Who? What? When? How? |
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Along the way how are you answering the redundancy question? |
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Do you have any aspirations/instructions for how you want your team to behave in carrying out this task? How will you best communicate these? |
5. HOW WILL WE JUDGE OUR SUCCESS?
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What are your expectations of how long it will take for the merger process to take its course and how are you expressing them? |
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What will be the dimensions of success? Financial? Cultural? Competitive? |
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Can you identify any quick wins? |
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How can you ensure that the vision remains compelling once the merger period is behind you? |