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Chapter 9: Deep Partnering And Merger Processes

Introduction

This final chapter is not meant to be a complete manual on how to partner and merge. Such manuals are beginning to emerge as more experience is gained. However, the time is not yet ripe to write the complete guide.

What is offered here are some steps to consider in looking at deep partnering and merging53.

Being Clear About Why

My Planning Kit - Add to My Kit - click hereThe first step is to be as clear as possible about why your organization is looking at deep partnering or merging. This is largely an internal conversation among your Board members and managers, but it may also help to talk with some of your key supporters to gather their perspectives.

The questions you should address are:

  • What do we hope to gain through deep partnering or merging?
  • What differences will it make to our organization, our clients, and our community?
  • What strengths and unique contributions would we bring to a deep partnership or merger? Why would other organizations want to partner with us?
  • What challenges might we face in partnering or merging?
  • What are our fears in looking at deep partnering or merging? What are we afraid of losing?
  • What is our “bottom line” in looking at deep partnering or merging? What must we gain? What must be protected?

While this first initial internal conversation is important, do not be surprised if further questions surface, and your answers change, as you actually begin a conversation with another organization. Partnering or merging needs to be an open journey, much like developing a new deep relationship between two persons.

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Footnotes
53. Appendix P offers more detailed considerations for developing deep partnerships and merging.
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Chapter 9: Deep Partnering And Merger Processes
> Introduction
> Looking for Potential Partners
> Initiating a Partnering Conversation
> Partnering and Merger Processes
> The Special Case of Small & Large Organizations
Preface

An Outline Of The Workbook
Part 1
Thinking About New Programs

Chapter 1: Getting Started With A Dream

Chapter 2: Developing Big Brothers Big Sisters And Boys And Girls Clubs Programs

Chapter 3: Taking A Deeper Community Approach

Chapter 4: Key Considerations For Big Brothers Big Sisters Programs And Boys And Girls Clubs Working Together
Part 2
Thinking About Program Sustainability

Chapter 5: Planning For Program Sustainability

Chapter 6: Planning For An Organizational Home
Part 3
Thinking About Organizational Sustainability


Chapter 7: Organizational Sustainability
Part 4
Thinking About Partnering And Merging

Chapter 8: Working Together

Chapter 9: Deep Partnering And Merger Processes
Appendixes
This project is funded in whole by the Government of Canada