Course curriculum

  • 1

    Creating a Better People Experience in M&A

    • Introduction - Shifting from a Finance-Focused M&A Approach to a People-Focused M&A Approach

    • Brining the End State to the Forefront

    • Quiz - Bringing the End State to the ForeFront

    • Leading with Values

    • Quiz - Leading with Values

    • The 3 Dials of the Deal

    • Quiz - Three Dials of a Deal

    • Cross-Functional Workstreams

    • Cross Functional Workstreams - Quiz

    • Identifying and Retaining Key Employees

    • Quiz - Retaining Key Employees

    • Reverse Diligence

    • Quiz - Reverse diligence

    • Agile M&A Framework

    • Importance of Empathy

    • How to Encourage Empathy

    • Integrate as Fast as Possible

    • Are there tools that can be used in the diligence process that evaluate culture?

    • How do you fit in time to understand a company's culture?

    • What are your biggest takeaways on the HR side?
  • 2

    Making the Most of Your Employee Announcements

    • Lesson Objectives

    • Key Events and Employee Reactions

    • Dealing with Uncertainty, Stress, and the Identity Crisis

    • Identity Crisis

    • 3 Questions an Announcement Meeting Must Answer

    • Announcement Day Best Practices

    • 4 Announcement Day Practices That Make a Difference

    • How do you help others understand what is fair?

    • How do you identify and handle negative sentiments in the organization?

    • Practical Advice for Practitioners

    • Unit Quiz

    • Making the Most of Your Employee Announcements Downloadable Ebook

    • Course Feedback
  • 3

    Maximizing Opportunities to Assess Acquired Talent

    • Introduction

    • 3 Critical Groups for Deal Success

    • Critical to Close Group

    • Critical to Integration Group

    • Operational Talent Assessment

    • Top Leaders

    • Middle Managers

    • Additional Staff

    • Integrating Key Talent

    • Approaching the Talent Assessment