The 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?