- Strategic Planning
- Appoint integration team of vetted team, executives, POCs for HR, IT, PR, Ops, BD and IB
- Determine schedule for communication based on deal plans (due diligence, opening, closing) and assign responsible parties
- Create/reissue Press Policy 60 days in advance to employees
- Consider assigning an M&A HR executive at site of acquiree
- Assign internal and external communications documents
- Letters to employees
- Letters to customers/call scripts
- Letters to vendors and subcontractors
- Town Hall presentation for employees
- News releases
- Employee FAQ, Management FAQ and other HR documents
- Presentation training for supervisors
- Daily call at 5 p.m.
- Pre-Acquisition Activities
- Hold all-hands meeting with managers to update and explain process
- Ask managers to meet with their employees and to submit any questions to designated POC to compile
- Internal Communications and Announcement
- Begin employee communication
- Distribute letters with press release
- Post information to intranet
- Begin customer communications
- Issue letter to customers
- Schedule face-to-face meetings with customers for week following announcements
- Issue announcement press release to selected outlets
- Post news release to both corporate websites
- Begin employee communication
- Human Capital Reassurance
- Hold Town Hall meetings with employees, determine on-sites
- Offer HR meetings for employees to review benefits
- Ongoing Communications
- Send regular email updates and/or voice mail updates to employees
- Set up employees electronic “question box” to gather questions, concerns and ideas
- Address questions weekly via email, newsletter or intranet
- Set up single POC (in HR) for continued employee meetings
- Consider an informal Employee Leadership Group
- Plan company event to celebrate milestone; present new and legacy employee with awards
- Schedule a media tour with key publications to introduce new leadership team, share vision
Proprietary to Boscobel Marketing Communications, Inc.