10 Guidelines for Effective M&A Integration Team Members

Protect confidentiality

• You’ve heard it before…but it’s worth repeating
• Don’t leave confidential documents in meeting rooms, on copiers, or open on your desk
• Be extremely careful about forwarding emails

Don’t roll over and play dead

• Your ideas matter
• Surface genuinely important differentiators
• Pick your battles carefully

Add positive energy to the process

• Transition is all about energy management
• When your energy is depleted, you’re responsible for replenishing it
• Without energy, the transition process grinds to a halt

Respect each other and the process

• Realize that there are different “realities” and respect the differences in perspectives
• Focus on the problem, not the person
• Respect the fact that this opportunity is greater than any one individual’s needs