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The M&A Transition Guide: A 10-Step Roadmap for Workforce Integration



The M&A Transition Guide: A 10-Step Roadmap for Workforce Integration

Patti Hanson

ISBN: 978-0-471-15080-0 March 2002 288 Pages


Provides a practical, 10-step process for managing the human aspectof an M&A

M&A activity is higher than ever with acquisitions becoming animportant part of every company's growth strategy. The industriesheavily engaging in this activity are high-tech, emergingtechnologies, and utilities.

The M&A Transition Guide is written for executives, managers,and HR professionals involved with any transaction that movesemployees from one company to another. Poor workforce integrationis a main cause for M&A failures and this book helps managersmake the M&A transition a more positive one by providing a planof action for the integration that focuses on ten critical steps.These steps encompass the entire M&A process from due diligenceto employee retention strategies.


Step 1: Develop the Workforce Integration Project Plan.

Step 2: Conduct HR Due Diligence Review.

Step 3: Compare Benefits and Analyze Differences in Value.

Step 4: Compare Compensation and Analyze Differences inValue.

Step 5: Develop Compensation and Benefits Strategy for WorkforceIntegration.

Step 6: Determine Leadership Assignments.

Step 7: Address Duplicate Functions.

Step 8: Prepare Employee Communications Strategy.

Step 9: Define Transition Data Requirements.

Step 10 : Develop Employee Retention Strategy.

The School of Hard Knocks.

Hallelujah! We Did It Right.


Appendix A: Sample Project Plans.

Appendix B: Sample Q&A.