About the Authors |
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v | |
Preface |
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xiii | |
Introduction |
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1 | (1) |
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2 | (1) |
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Making a Merger Integrated |
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2 | (3) |
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Who Should Read This Workbook? |
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5 | (1) |
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Overview of This Workbook |
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5 | (2) |
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SECTION I Going the Distance |
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7 | (52) |
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Effective Change Leadership |
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9 | (12) |
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The Importance of Leadership |
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9 | (1) |
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10 | (7) |
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17 | (1) |
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Tips for the Effective Change Leader |
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18 | (2) |
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20 | (1) |
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Defining a Successful Post-Merger Integration |
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21 | (8) |
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21 | (3) |
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Determining and Articulating Desired Outcomes |
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24 | (3) |
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27 | (2) |
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Managing the Integration Process |
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29 | (8) |
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29 | (2) |
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Establishing an Integration Team |
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31 | (3) |
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Day-to-Day Management of Integration |
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34 | (1) |
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Evaluation: An Ongoing Responsibility |
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35 | (1) |
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36 | (1) |
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37 | (10) |
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38 | (1) |
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39 | (4) |
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Board, Volunteers, and Donors |
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43 | (2) |
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45 | (2) |
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47 | (12) |
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Communication: A Two-Way Street |
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48 | (3) |
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Assembling a Communication Working Group |
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51 | (1) |
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52 | (1) |
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53 | (1) |
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Promoting the New Organization |
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54 | (2) |
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Communication Vehicles and Media |
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56 | (1) |
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57 | (1) |
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57 | (1) |
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58 | (1) |
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SECTION II Creating an Integration Plan |
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59 | (98) |
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Creating and Using an Integration Plan |
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61 | (6) |
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Jump-Starting an Integration Plan |
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61 | (1) |
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62 | (1) |
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63 | (1) |
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64 | (1) |
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64 | (3) |
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67 | (10) |
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67 | (2) |
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Pre-Merger Steps to Successful Integration |
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69 | (4) |
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Post-Merger Steps to Successful Integration |
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73 | (1) |
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Challenges and Roadblocks |
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74 | (1) |
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75 | (2) |
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77 | (8) |
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77 | (2) |
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Pre-Merger Steps to Successful Integration |
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79 | (1) |
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Post-Merger Steps to Successful Integration |
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80 | (2) |
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Challenges and Roadblocks |
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82 | (1) |
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82 | (3) |
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85 | (8) |
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86 | (1) |
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Pre-Merger Steps to Successful Integration |
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86 | (2) |
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Post-Merger Steps to Successful Integration |
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88 | (2) |
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Challenges and Roadblocks |
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90 | (1) |
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91 | (2) |
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Staff and Volunteer Integration |
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93 | (12) |
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94 | (1) |
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Pre-Merger Steps to Successful Integration |
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95 | (1) |
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Post-Merger Steps to Successful Integration |
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95 | (6) |
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Challenges and Roadblocks |
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101 | (1) |
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101 | (4) |
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105 | (8) |
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106 | (1) |
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Pre-Merger Steps to Successful Integration |
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107 | (1) |
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Post-Merger Steps to Successful Integration |
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108 | (2) |
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Challenges and Roadblocks |
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110 | (1) |
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111 | (2) |
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Communication and Marketing Integration |
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113 | (14) |
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114 | (1) |
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Pre-Merger Steps to Successful Integration |
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114 | (3) |
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Post-Merger Steps to Successful Integration |
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117 | (6) |
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Challenges and Roadblocks |
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123 | (1) |
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123 | (4) |
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127 | (30) |
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127 | (5) |
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132 | (4) |
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136 | (10) |
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146 | (4) |
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150 | (4) |
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154 | (3) |
Conclusion |
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157 | (2) |
Appendix A Sample Integration Plan |
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159 | (24) |
Appendix B Pre- and Post-Merger Organizational Profile |
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183 | (10) |
Appendix C Sample Human Resources Audit |
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193 | (8) |
Appendix D Sample Technology Audit |
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201 | (2) |
Resources |
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203 | (4) |
Worksheets |
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207 | (20) |
Index |
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227 | |