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Strategic Restructuring:
Partnership Options for Nonprofits

La Piana Associates
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The Forms of Strategic Restructuring

Deciding to Restructure

Funding the Strategic Restructuring Process

The Negotiations Process

Due Diligence

Financial Issues

External Communications

Implementing a Partnership

Integrating the New Organization

Leadership and Management

Human Resources

Working with Consultants

 

 

 

Tips and Answers to Your Questions
External Communications

The Nitty-Gritty of Post-Merger Promotions

The introduction of a “new” merged nonprofit is essentially a branding process — one that requires expertise to execute. Staff and board experience will help you determine whether or not you need outside assistance. Regardless, many details must be considered when developing a plan to integrate the marketing activity of merging organizations. These include the following:

  • The new organization’s name. There are several options: one of the former organization’s names, a blended name, or a new name altogether.
  • Program names. These may also be changed, especially if similar programs are being merged. However, program names are often valued as dearly as corporate names; sometimes more so. All naming activity should begin and end with consideration of the Hippocratic oath: “First, do no harm.” An organization’s greatest asset is constituent and public recognition of its name.
  • Image: logo, color schemes, “look and feel.” The branding process will also incorporate a “look” for the organization, which may include a new logo, a new color scheme, and new design work.
  • Promotional messages. New tag lines, key messages, and value statements may be developed.
  • Promotional materials. The changes listed above affect all marketing materials. Conduct a complete inventory of all marketing materials to identify those that need revision. For example, the text of a program brochure may not change, but the old logo will need to be replaced. Or the entire text may need to be revised. Marketing materials include a broad spectrum of communications: brochures, flyers, letterhead, second-page stationery, envelopes, labels, report covers, business cards, web sites, intranet, signage, posters, promotional items (mugs, bookmarks, and other giveaways), advertising, and trade show materials. Boilerplate language for grant and federal proposals must also be reviewed and updated.
  • Communication systems. If any organization locations close or new ones open, addresses and telephone numbers will change. Similarly, web site and intranets will need to be integrated. Integration of these communication systems—telephone, regular mail, interoffice mail, Internet and intranet sites—requires the active involvement of staff responsible for information technologies and facilities.

Excerpted from The Nonprofit Mergers Workbook Part II: Unifying the Organization after a Merger, by La Piana Associates. Copyright 2004 by La Piana Associates, Inc. Used with permission. For more information on Wilder foundation publications, call 1-800-274-6024. To order the Workbook, go to www.wilder.org/pubs/mergers_part_II/mergers_part_II_info.html