Mergers: Why, When and How? Panelists: Jennifer Duston ... - ACSO

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An Exploratory Process (cont.)

• Community Engagement, Stakeholder

Interviews

• Reflection & Affirmation: Is a merger the right choice?

Are we going to proceed and draft a plan for Board approval?

With due-diligence concluded & consensus

achieved…

• Plan preparations can begin – building the

detailed framework for the new organization

• A draft plan presented for approval by the

boards

An Exploratory Process (cont.) • Community Engagement, Stakeholder Interviews • Reflection & Affirmation: Is a merger the right choice? Are we going to proceed and draft a plan for Board approval? With due-diligence concluded & consensus achieved… • Plan preparations can begin – building the detailed framework for the new organization • A draft plan presented for approval by the boards

Implementation Process • The Final Stage: Implementation Begins! Transitioning to the new organization • Success! It’s Official! Leveraging the opportunities! • Active Follow-up Phase after the merge

Page 1 and 2: Association of California Symphony
Page 3 and 4: Jennifer Duston, Executive Director
Page 5 and 6: Background & Situation Analysis Jun
Page 7 and 8: Merger & Strategic Partnership Cont
Page 9: Due Diligence is Key ORGANIZATIONAL
Page 13 and 14: In Conclusion • Think strategical
Page 15: Thank you! Jennifer Duston, Executi

Mergers: Why, When and How? Panelists: Jennifer Duston ... - ACSO

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