Organized by Activity Area and Target Date

ment Name

Board
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/14/2014 / Establish a board integration committee / ☐ /
☐ / 01/17/2014 / Identify desired outcomes for board integration / ☐ /
☐ / 01/17/2014 / (Plan an convene FIRST JOINT BOARD MEETING) / ☐ /
☐ / 01/17/2014 / Establish schedule for future board meetings / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 02/20/2014 / Review each board’s prior practices,
responsibilities, job descriptions / ☐ /
☐ / 02/20/2014 / Establish a committee structure and job
descriptions for the new board / ☐ /
March 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 03/01/2014 / Survey board members re: interests, strengths / ☐ /
☐ / 03/15/2014 / Assess board composition; determine needed skills/characteristics / ☐ /
☐ / 03/15/2014 / Finalize board committee assignments / ☐ /
☐ / 03/31/2014 / Articulate communication practices for the
board, and with the executive director / ☐ /
☐ / 03/31/2014 / Create a fund development plan to meet short-term needs / ☐ /
☐ / 03/31/2014 / Approve a budget for the merged organizations / ☐ /
☐ / 01/17/2014 / 03/31/2014 / Plan a retreat for members of the new board / ☐ /
April 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 04/15/2014 / Provide training to all members regarding
their role as ambassador / ☐ /
☐ / 04/15/2014 / Provide training to all members regarding
fundraising responsibilities / ☐ /
☐ / 04/30/2014 / Develop a board-member recruitment plan / ☐ /
May 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 04/01/2014 / 05/30/2014 / Create a fundraising plan for the merged organization / ☐ /
June 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 03/01/2014 / 06/30/2014 / Develop an orientation program for incoming members / ☐ /
☐ / 03/01/2014 / 06/30/2014 / Develop a board handbook / ☐ /
July 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 07/01/2014 / 07/30/2014 / Ensure that all current members have been
through orientation / ☐ /
October 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 09/01/2014 / 10/30/2014 / Create and implement a board self-assessment process / ☐ /
December 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 04/15/2014 / 12/31/2014 / Work with management to establish an evaluation
process for the organization / ☐ /
☐ / 06/01/2014 / 12/31/2014 / Develop and pursue a strategic planning process / ☐ /
Communication/Marketing
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / Identify all pre-merger communication staff
and resources / ☐ /
☐ / 01/30/2014 / Design marketing and communication
functions in new organization / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 02/15/2014 / Draft initial marketing plan / ☐ /
☐ / 02/15/2014 / Define an overall marketing strategy / ☐ /
☐ / 02/15/2014 / Identify required/desired marketing materials / ☐ /
☐ / 02/28/2014 / Draft a talking-points document / ☐ /
☐ / 02/28/2014 / Designate a spokesperson(s) / ☐ /
☐ / 02/28/2014 / Establish guiding principles for communication / ☐ /
March 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 03/15/2014 / Create necessary Q&A documents / ☐ /
☐ / 03/20/2014 / Draft, secure approval for, and finalize messages / ☐ /
April 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 04/30/2014 / Design and plan distribution schedule for
an integration newsletter / ☐ /
May 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 05/30/2014 / Create and/or update website / ☐ /
Evaluation
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / Review integration plan and accomplishment of activities / ☐ /
March 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 03/31/2014 / Conduct check-in meeting with senior management team / ☐ /
Facilities
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/01/2014 / 02/01/2014 / Gather input on space needs from staff, clients,
ther relevant stakeholders / ☐ /
☐ / 02/15/2014 / Determine current and intermediate space needs / ☐ /
March 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 03/01/2014 / Complete a facilities audit for each pre-merger org. / ☐ /
☐ / 03/15/2014 / Bring facilities recommendations to ED,
Integration Team, and board as appropriate / ☐ /
☐ / 03/30/2014 / Finalize plan and budget for meeting space needs / ☐ /
Finance
December 2013
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 12/15/2013 / Determine the new organization’s fiscal year / ☐ /
☐ / 12/15/2013 / Review maintenance schedules for buildings,
equipment (for budgeting) / ☐ /
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / Define optimal staffing for finance function / ☐ /
☐ / 01/15/2014 / Select/adopt a payroll system / ☐ /
☐ / 01/15/2014 / Plan for necessary hiring/reallocation of staff resources / ☐ /
☐ / 01/15/2014 / Examine/compare pre-merger accounting systems / ☐ /
☐ / 01/01/2014 / 01/15/2014 / Refine the consolidated budget created during negotiations / ☐ /
☐ / 01/20/2014 / Define features of a desired accounting system / ☐ /
☐ / 01/30/2014 / Consolidate banking and investment accounts / ☐ /
☐ / 01/30/2014 / Select accounting system / ☐ /
☐ / 01/30/2014 / Develop a petty cash policy / ☐ /
☐ / 01/30/2014 / Develop purchasing policies / ☐ /
☐ / 01/30/2014 / Adopt a unified format for financial statements;
circulate to board / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 02/15/2014 / Train staff/board on new financial systems/procedures / ☐ /
☐ / 02/28/2014 / Notify clients and vendors of any change to billing address/procedures / ☐ /
Fundraising
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / Train staff/board on new fundraising systems/procedures / ☐ /
February 2013
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 02/28/2013 / Make recommendations for new databases and
donor systems to board / ☐ /
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/01/2014 / Review/analyze technology used for
fundraising management / ☐ /
☐ / 01/15/2014 / Review pre-merger fundraising staffing / ☐ /
☐ / 01/15/2014 / Create plan to communicate with current donors / ☐ /
☐ / 01/30/2014 / Define optimal staffing for fundraising function / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 02/15/2014 / Plan for necessary hiring/reallocation of staff resources / ☐ /
☐ / 02/15/2014 / Review/analyze donor databases / ☐ /
☐ / 02/15/2014 / Assess level/types of pre-merger
participation in fundraising efforts / ☐ /
March 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 03/01/2014 / Create integrated gift acknowledgment
and recognition process / ☐ /
May 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 05/10/2014 / Create updated case statement for the new organization / ☐ /
☐ / 05/10/2014 / Establish a fundraising budget for the new
organization / ☐ /
☐ / 04/01/2013 / 05/10/2014 / Establish an integrated fundraising plan
with fundraising calendar / ☐ /
☐ / 05/30/2014 / Adopt unified policies and procedures for fundraising / ☐ /
☐ / 05/30/2014 / Finalize and adopt a fundraising plan / ☐ /
Human Resources (HR)
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / Review all layoff decisions and policies;
Ensure smooth transitions / ☐ /
☐ / 01/30/2014 / Complete an HR audit for each pre-merger organization / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 02/15/2014 / Develop systems/resources for ongoing staff
training and development / ☐ /
☐ / 02/15/2014 / Integrate pre-merger personnel files / ☐ /
☐ / 02/15/2014 / Define optimal staffing for HR function / ☐ /
March 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 03/01/2014 / Train staff on new HR systems/procedures / ☐ /
☐ / 03/01/2014 / Create and disseminate new personnel policies / ☐ /
☐ / 03/01/2014 / Develop performance management and
evaluation systems / ☐ /
☐ / 03/01/2014 / Develop and put in place a new compensation
and benefits system / ☐ /
☐ / 03/15/2014 / Arrange meetings with staff (group, individual)
to explain compensation system / ☐ /
Information Technology (IT)
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / Ensure that all staff can immediately communicate
via phone, e-email / ☐ /
☐ / 01/30/2014 / Identify the technology needs of the new organization / ☐ /
☐ / 01/30/2014 / Arrange focus groups to gather input on technology
needs/potential / ☐ /
☐ / 01/30/2014 / Review pre-merger IT staffing / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 02/15/2014 / Define optimal staffing for IT function / ☐ /
☐ / 02/15/2014 / Draft recommendations for integration of
hardware, software, systems / ☐ /
☐ / 02/25/2014 / Gather feedback on recommendations / ☐ /
☐ / 02/28/2014 / Plan for necessary hiring/reallocation of staff resources / ☐ /
March 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 03/05/2014 / Finalize plan for integration of hardware,
software, systems / ☐ /
☐ / 03/30/2014 / Develop and publicize training on any new
Hardware, software, systems / ☐ /
☐ / 03/30/2014 / Ensure feedback mechanisms are in place for
ongoing tech support needs / ☐ /
Management/Senior Management Team (SMT)
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/01/2014 / Establish a regular SMT meeting time and list
of “must-have” agenda items / ☐ /
☐ / 01/15/2014 / Articulate the integration-related duties and
responsibilities of the SMT / ☐ /
☐ / 01/15/2014 / Articulate the general duties and responsibilities
of the SMT / ☐ /
☐ / 01/15/2014 / Define a desired managerial culture for the
new organization / ☐ /
☐ / 01/15/2014 / Identify specific work required to achieve desired
managerial culture / ☐ /
☐ / 01/30/2014 / Create process to monitor the integration plan / ☐ /
☐ / 01/30/2014 / Articulate processes, policies, and procedures
around conflict resolution / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/01/2014 / 02/01/2014 / Identify management positions needed in
the merged organization / ☐ /
☐ / 02/15/2014 / Develop a recruitment plan for any remaining
senior management positions / ☐ /
☐ / 02/15/2014 / Create process to fill open positions / ☐ /
☐ / 01/01/2014 / 02/28/2014 / ED work with each manager to create a personal development and training plan / ☐ /
March 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 03/15/2014 / Have ED create own development plan in
partnership with board / ☐ /
☐ / 03/30/2014 / Create a development and training plan for each manager / ☐ /
☐ / 03/30/2014 / Work with Integration Team to evaluate integration
progress (ongoing) / ☐ /
Overall
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/07/2014 / Coordinate Integration Team activities with the
Board Integration Committee / ☐ /
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/03/2014 / 01/15/2014 / (Plan, convene FIRST MEETING OF INT TEAM) / ☐ /
☐ / 01/15/2014 / 01/22/2014 / Clarify the team’s role, goals, channels
of communication / ☐ /
☐ / 01/15/2014 / 01/22/2014 / Decide how to create the first draft of an integration plan / ☐ /
☐ / 01/15/2014 / 01/29/2014 / Designate “sub-teams” of working groups for
key integration areas / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / 02/05/2014 / Articulate desired outcomes for each
integration area / ☐ /
☐ / 01/15/2014 / 02/05/2014 / Design process for gathering and incorporating
feedback on the plan / ☐ /
☐ / 01/15/2014 / 02/05/2014 / Design process for making the integration plan
a “living document” / ☐ /
☐ / 01/15/2014 / 02/13/2014 / Generate first draft of an integration plan / ☐ /
☐ / 02/20/2014 / Distribute the first draft of integration plan to management, staff for “fleshing out” / ☐ /
Program
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / Gather and compare information on all
pre-merger programs / ☐ /
☐ / 01/15/2014 / Identify any obstacles/issues likely to arise
In program integration / ☐ /
☐ / 01/15/2014 / Identify necessary skills and competencies
for program management / ☐ /
☐ / 01/30/2014 / Identify positions that need to be filled / ☐ /
☐ / 01/30/2014 / Identify any programs needing to be
closed or moved elsewhere / ☐ /
☐ / 01/30/2014 / Identify programmatic strengths, weaknesses,
assets and liabilities / ☐ /
☐ / 01/30/2014 / Match current (pre-merger) employees to
positions where appropriate / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 02/10/2014 / Gather input on proposed program design from
SMT and other stakeholders / ☐ /
☐ / 02/15/2014 / Design the process for integration, closing,
or moving each program / ☐ /
☐ / 02/15/2014 / Incorporate feedback on program design / ☐ /
☐ / 02/15/2014 / Create process to fill open positions / ☐ /
☐ / 02/25/2014 / Finalize recommendations for program design / ☐ /
Staff
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/01/2014 / Identify positions still needed within the organization / ☐ /
☐ / 01/01/2014 / Address job losses with remaining staff:
clarify extent, timing, impact / ☐ /
☐ / 01/15/2014 / Plan a farewell ritual for departing employees / ☐ /
☐ / 01/15/2014 / Establish specific feedback mechanisms for staff
questions/ comments/concerns / ☐ /
☐ / 01/15/2014 / Identify one or more integration exercises that
can be done at staff meetings / ☐ /
☐ / 01/15/2014 / Establish regular staff meeting times and
“must-have” agenda items / ☐ /
☐ / 01/15/2014 / Delegate responsibility for filling necessary positions / ☐ /
☐ / 01/15/2014 / Clarify roles for all staff: reporting relationships,
function, authority / ☐ /
☐ / 01/30/2014 / Identify opportunities to be explicit in
acknowledging staff contributions / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 02/01/2014 / Institute a plan to celebrate milestones, accomplishments
at the department/work group level / ☐ /
December 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/01/2014 / 12/30/2014 / Communicate regularly about integration process / ☐ /
Volunteers
December 2013
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 12/31/2013 / Create mechanisms for volunteer involvement in
integration process of volunteer programs / ☐ /
☐ / 12/31/2013 / Establish plan for communicating with the volunteers about
integration process and how changes will impact them / ☐ /
January 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/30/2014 / Clarify the volunteer needs of the new organization / ☐ /
☐ / 01/30/2014 / Identify any changes needed in the volunteer program / ☐ /
February 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 02/15/2014 / Design roles and assignments for volunteers in the
new organization / ☐ /
☐ / 02/15/2014 / Create job descriptions for volunteer positions / ☐ /
☐ / 02/15/2014 / Clarify roles for all volunteers: reporting relationships,
function, authority / ☐ /
☐ / 02/28/2014 / Establish policies for volunteer supervision,
evaluation, and recognition / ☐ /
March 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 03/15/2014 / Develop a volunteer recruitment plan / ☐ /
☐ / 03/30/2014 / Create volunteer policies manual for the new organization / ☐ /
April 2014
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 04/30/2014 / Develop a volunteer orientation and
training manual/process / ☐ /

Sample Integration Plan

Organized by Activity Area and Target Date

Page 1 of 16

ment Name

Evaluation
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / Review integration plan and accomplishment of activities / ☐ /
Fundraising
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / Train staff/board on new fundraising systems/procedures / ☐ /
Overall
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/07/2014 / Coordinate Integration Team activities with the
Board Integration Committee / ☐ /
February 2013
Fundraising
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 2/28/2013 / Make recommendations for new databases and donor
systems to board / ☐ /
December 2013
Finance
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 12/15/2013 / Determine the new organization’s fiscal year / ☐ /
☐ / 12/15/2013 / Review maintenance schedules for buildings,
equipment (for budgeting) / ☐ /
Volunteers
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 12/31/2013 / Establish plan for communicating with volunteers about
integration process and how changes will impact them / ☐ /
☐ / 12/31/2013 / Create mechanisms for volunteer involvement in
integration process of volunteer programs / ☐ /
January 2014
Board
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/14/2014 / Establish a board integration committee / ☐ /
☐ / 01/17/2014 / Establish schedule for future board meetings / ☐ /
☐ / 01/17/2014 / (Plan and convene FIRST JOINT BOARD MEETING) / ☐ /
☐ / 01/17/2014 / Identify desired outcomes for board integration / ☐ /
Communication/Marketing
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / Identify all pre-merger communication staff
and resources / ☐ /
☐ / 01/30/2014 / Design marketing and communication functions in
new organization / ☐ /
Finance
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / Define optimal staffing for finance function / ☐ /
☐ / 01/15/2014 / Select/adopt a payroll system / ☐ /
☐ / 01/15/2014 / Plan for necessary hiring/reallocation of staff resources / ☐ /
☐ / 01/15/2014 / Examine and compare pre-merger accounting systems / ☐ /
☐ / 01/01/2014 / 01/15/2014 / Refine the consolidated budget created during negotiations / ☐ /
☐ / 01/20/2014 / Define features of a desired accounting system / ☐ /
☐ / 01/30/2014 / Adopt a unified format for financial statements;
circulate to board / ☐ /
☐ / 01/30/2014 / Select accounting system / ☐ /
☐ / 01/30/2014 / Consolidate banking and investment accounts / ☐ /
☐ / 01/30/2014 / Develop a petty cash policy / ☐ /
☐ / 01/30/2014 / Develop purchasing policies / ☐ /
Fundraising
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/01/2014 / Review/analyze technology used for
fundraising management / ☐ /
☐ / 01/15/2014 / Review pre-merger fundraising staffing / ☐ /
☐ / 01/15/2014 / Create plan to communicate with current donors / ☐ /
☐ / 01/30/2014 / Define optimal staffing for fundraising function / ☐ /
Human Resources (HR)
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / Review all layoff decisions and policies; ensure smooth transitions / ☐ /
☐ / 01/30/2014 / Complete an HR audit for each pre-merger organization / ☐ /
Information Technology (IT)
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / Ensure that all staff can immediately communicate
via phone, e-mail / ☐ /
☐ / 01/30/2014 / Review pre-merger IT staffing / ☐ /
☐ / 01/30/2014 / Arrange focus groups to gather input on technology
needs/potential / ☐ /
☐ / 01/30/2014 / Identify the technology needs of the new organization / ☐ /
Management/Senior Management Team (SMT)
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/01/2014 / Establish a regular SMT meeting time and list of
“must-have” agenda items / ☐ /
☐ / 01/15/2014 / Articulate the general duties and responsibilities
of the SMT / ☐ /
☐ / 01/15/2014 / Articulate the integration-related duties and
responsibilities of the SMT / ☐ /
☐ / 01/15/2014 / Define a desired managerial culture for the new
organization / ☐ /
☐ / 01/15/2014 / Identify specific work required to achieve
desired managerial culture / ☐ /
☐ / 01/30/2014 / Create process to monitor the integration plan / ☐ /
☐ / 01/30/2014 / Articulate processes, policies, and procedures
around conflict resolution / ☐ /
Overall
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/03/2014 / 01/15/2014 / (Plan, convene FIRST MEETING OF INT TEAM) / ☐ /
☐ / 01/15/2014 / 01/22/2014 / Clarify the teams role, goals, channels of
communication / ☐ /
☐ / 01/15/2014 / 01/22/2014 / Decide how to create the first draft of an integration plan / ☐ /
☐ / 01/15/2014 / 01/29/2014 / Designate “sub-teams” or working groups for key
integration areas / ☐ /
Program
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/15/2014 / Gather and compare information on all
pre-merger programs / ☐ /
☐ / 01/15/2014 / Identify necessary skills and competencies for program
management / ☐ /
☐ / 01/15/2014 / Identify any obstacles/issues likely to arise in
program integration / ☐ /
☐ / 01/30/2014 / Identify any programs needing to be closed or moved elsewhere / ☐ /
☐ / 01/30/2014 / Match current (pre-merger) employees to positions
where appropriate / ☐ /
☐ / 01/30/2014 / Identify programmatic strengths, weaknesses, assets
and liabilities / ☐ /
☐ / 01/30/2014 / Identify positions that need to be filled / ☐ /
Staff
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/01/2014 / Address job losses with remaining staff: clarify
extent, timing, impact / ☐ /
☐ / 01/01/2014 / Identify positions still needed within the organization / ☐ /
☐ / 01/15/2014 / Establish specific feedback mechanisms for staff
questions/comments/concerns / ☐ /
☐ / 01/15/2014 / Clarify roles for all staff: reporting relationships,
function, authority / ☐ /
☐ / 01/15/2014 / Delegate responsibility for filling necessary positions / ☐ /
☐ / 01/15/2014 / Establish regular staff meeting times and
“must-have” agenda items / ☐ /
☐ / 01/15/2014 / Plan a farewell ritual for departing employees / ☐ /
☐ / 01/15/2014 / Identify one or more integration exercises that can
be done at staff meetings / ☐ /
☐ / 01/30/2014 / Identify opportunities to be explicit in acknowledging
staff contributions / ☐ /
Volunteers
Ongoing / Start Date / Target Date / Activity / Lead / Team / Complete?
☐ / 01/30/2014 / Clarify the volunteer needs of the new organization / ☐ /
☐ / 01/30/2014 / Identify any changes needed in the volunteer program / ☐ /
February 2014
Board