Quotes: 
What others are saying about Nonprofit Mergers Workbook Part II...

“La Piana Associates provide a virtual road map to successful mergers that I wish I had access to years ago. This workbook presents the user with cutting-edge guidance and expert advice.”
—C.L. Cochran, President and CEO, Easter Seals UCP North Carolina, Inc.

“This workbook is not only comprehensive but it is filled with practical advice and useful tools...a 'must have' in your personal tool kit.”
—Janice C. Williams, Manager, Strategic Alliance Services, Girl Scouts of the U.S.A.

“La Piana Associates have delivered the next essential piece of the puzzle for merging nonprofits: a clear and complete map that guides the new organization through the often tricky integration process.”
—Kate Magruder, Executive Director, Ukiah Players Theatre

“This is a 'must have' guide for anyone charged with implementing a merger.”
—Melissa Lukin, Executive Director, CORA

“Part II combines sound change theory with very practical methods for integrating disparate cultures, systems, and people. While aimed at a post-merger environment, these ideas have great utility in managing organizational change created by circumstances other than a merger.”
—Mike Hoff, Director, Consulting Services, Center for Nonprofit Management, Los Angeles


Table Of Contents: 
Introduction
Making a Merger Legal
Making a Merger Integrated
Who Should Read This Workbook?
Overview of This Workbook

SECTION I: Going the Distance

Chapter 1: Effective Change Leadership
The Importance of Leadership
The Leader's Job
The Speed of Change
Tips for the Effective Change Leader
Chapter Summary

Chapter 2: Defining a Successful Post-Merger Integration
How a Merger Unfolds
Determining and Articulating Desired Outcomes
Chapter Summary

Chapter 3: Managing the Integration Process
The Integration Plan
Establishing an Integration Team
Day-to-Day Management of Integration
Evaluation: An Ongoing Responsibility

Chapter 4: The People Issues
Fear of Change
Helping People Change
Board, Volunteers, and Donors
Chapter Summary

Chapter 5: Communication
Communication: A Two-Way Street
Assembling a Communication Working Group
Identifying Audiences
Delivering the Message
Promoting the New Organization
Communication Vehicles and Media
Feedback
Evaluation
Chapter Summary

SECTION II: Creating an Integration Plan

Chapter 6: Creating and Using an Integration Plan
Jump-Starting an Integration Plan
Developing the Content
Recording the Plan
Monitoring Your Progress
How to Use Section II
Managing Culture Conflict
Creating an Implementation Plan
Chapter Summary

Chapter 7: Board Integration
Envisioning the Future
Pre-Merger Steps to Successful Integration
Post-Merger Steps to Successful Integration
Challenges and Roadblocks
Chapter Summary

Chapter 8: Cultural Integration
Envisioning the Future
Pre-Merger Steps to Successful Integration
Post-Merger Steps to Successful Integration
Challenges and Roadblocks
Chapter Summary

Chapter 9: Management Integration
Envisioning the Future
Pre-Merger Steps to Successful Integration
Post-Merger Steps to Successful Integration
Challenges and Roadblocks
Chapter Summary

Chapter 10: Staff and Volunteer Integration
Envisioning the Future
Pre-Merger Steps to Successful Integration
Post-Merger Steps to Successful Integration
Challenges and Roadblocks
Chapter Summary

Chapter 11: Program Integration
Envisioning the Future
Pre-Merger Steps to Successful Integration
Post-Merger Steps to Successful Integration
Challenges and Roadblocks
Chapter Summary

Chapter 12: Communication and Marketing Integration
Envisioning the Future
Pre-Merger Steps to Successful Integration
Post-Merger Steps to Successful Integration
Challenges and Roadblocks
Chapter Summary

Chapter 13: Systems Integration
Finance
Fundraising
Human Resources Systems
Technology
Facilities
Chapter Summary

Conclusion

Appendices
Appendix A Sample Integration Plan
Appendix B Pre- and Post-Merger Organizational Profile
Appendix C Sample Human Resources Audit
Appendix D Sample Technology Audit

Resources
Worksheets
Index