Product Suite
These offerings, when used together, will cut the time to deliver a merger in half, and double your chances of a successful outcome. You’ll save time and money with the help of an experienced For-Purpose merger expert.
Free Merger Readiness Assessment - Free, 10 Mins To Complete
First, take our assessment to understand if you’re ready, where in your merger journey you are, and how to move forward.
Once complete you will understand if your organisation might be ready for a merger, how your team might respond to the idea of a merger, if a merger would hinder your organisation more than help, and whether your financial situation might allow for such an undertaking.
This is absolutely free, confidential, and takes about ten minutes to complete.
Merger Vision Workshop
In preparation for the workshop, Loom facilitates the following over three sessions:
- Whiteboarding with CEO and Chair
- Immersion call with group
- Planning session
Then, you’ll be taken through an extensive, bespoke workshop, that answers the following questions:
- What are we trying to achieve and why?
- Is a merger the answer?
- And if not, what is?
Deliverables:
- Identification of blockers/deal breakers
- Benefits of merger articulated
- High-level business case for merger
- Identification of potential merge partners
- Next steps confirmed, minutes and report
Get help identifying potential issues early in the merger process, work through solutions, and make those tough conversations easier through an extensive, bespoke workshop to work through three pillars of a shared vision: culture, personnel & communication.
Cultural compatibility and individual interests are often cited as a key factor in merger success. We help align organizational values, leadership styles and structures, and communication strategies.
We facilitate discussions and workshops to keep everyone – staff, volunteers, donors, and service users – informed, heard, and engaged.
Partner Connection Support
We use the outcomes of a Merger Vision Workshop to effectively engage with prospective partners in a visionary, progressive way.
Deliverables
- Facilitate or deliver connection(s) with potential partner(s)
- Deliver Merger Vision Workshop for partners if required (at their cost)
- Engage with partner(s) Board and Management to prepare for Shared Purpose Summit
- Coordinate set up of Shared Purpose Summit
- Fortnightly reports to Board
Shared Purpose Summit
This carefully planned and mediated summit will help you discover if your purpose aligns with your potential merger partner(s). You’ll learn if there is a fit, and how best to move forward.
In preparation for the summit, Loom facilitates:
- Whiteboarding with CEOs and Chairs
- Immersion call with group
- Planning session
- Pre-workshop survey and commitments
Then, you’ll attend either a carefully planned and mediated summit (in-person or hybrid) with all potential Merger partners.
Deliverables:
- SWOT for the potential merged entity
- Agreed Shared Merger Vision
- Suite of agreed principles to inform merger exploration
- Decision-making framework
- High level business case for merger
- Confirmation of blockers/deal breakers
- Next steps confirmed, minutes and report
You will leave with a high level business-case on the opportunity of a merger, as well as a shared merger vision.
Bespoke Merger Plan
When a merger is the way forward, Loom helps create space for this opportunity to happen, helping you avoid pitfalls, balance personalities, and move forward with a clear roadmap.
No two mergers will look the same, with different governance, structure, and geography, among other considerations, adding complexity to the process.
We create a business case tailored to your distinct situation, and a Bespoke Merger Plan for your unique future opportunities.
In preparation, Loom will conduct the following:
- Interviews with key leaders from all parties
- Review of finances, constitutions and other docs
- Deep research into the specifics of your organisation, and the purpose behind your nonprofit
Deliverables:
- Audit report on current position
- Recommended legal and corporate structure
- Governance model
- Financial and legal due diligence
- Stakeholder communications plan
- Suite of Operational Integration Plans
- Workforce & leadership
- Systems
- Programs
- Revenue / fundraising / marketing
- Merger project team assembled
You’ll end up with a clear outcome, a roadmap to guide all parties; to deliver themselves, or with support
Merger Coaching and Implementation
Our ongoing support can include developing new organisational structures, clarifying roles, and merging IT, finance, and HR systems – so your mission stays front and center.
Post-Merger Integration
Even the most promising merger can falter if plans are unclear. And expecting already busy leadership to do this, objectively and on top of Business As Usual is impossible. We guide you through governance and corporate restructuring, leadership transitions, workforce planning and systems integration to ensure lasting success.
Loom can provide weekly coaching and continued support for as long as you need, including document preparation, decision making and stakeholder engagement support, coordination of external parties, and monthly board reports.
Loom Consulting
Shared Purpose, Beautifully Woven.
We are ready to work with not-for-profit clients across Australia and would love to speak with you about how we can help.