HR, Corporate Development, Business Sponsor, Diligence Team
Paper and pen, employee census, org chart, good judgment
Working with your critical stakeholders, create a list of those employees who are known to be key to
During the diligence phase, notice employee names that arise during conversations. They should include:
Using the preliminary integration plan, understand which work should be done by an employee at the target company.
For example, if novating supplier agreements is a significant part of the deal, the supplier management leader should be on the list. Look for any roles that should be part of the retention discussions and add them to the list generated in step one.
Use the post-diligence huddle to determine if anybody critical to integration of operations was missed using the reviews above. Each function should create a list of critical people for consideration in this process.
Using the role criticality matrix below, determine how critical the person or role is to deal success.