AICD Health Series Seminar: Strategic Positioning in a Reform Environment.

By Mark Harrison - November 27, 2015

Pitcher Partners recently hosted an AICD Health Series Seminar: Strategic Positioning in a Reform Environment.

The speakers Solomon Miller, Principal Russell Kennedy, Tony Keenan, CEO Launch Housing and Peter Turner, CEO Independence Australia gave the packed room some very practical advice about the mergers and other strategic options that may arise as we all try and negotiate the latest round of reforms.  The following are some of the headline comments:

  • You need to have a checklist so you know what you want to achieve with a merger
  • Get agreement about what you want to achieve
  • Is your house in order? Scope due diligence and know what you will need to disclose

Delivering on Your Mission

  • To deliver your mission you need support,  an authorising environment and organisational capacity
  • For NFPs mergers need to be mission driven to succeed
  • Mergers have to be board led, as CEOs have a vested interest
  • Know the non negotiables and leave everything else on the table
  • Need a “transmission of business” clause so employees can transfer without creating unnecessary redundancies

Building a social enterprise

  • Mergers are either strategic or a bail out and you need to know which is which
  • For a social enterprise to retain its NFP status the commercial activity needs to be in a relevant and related area to the main mission
  • NFPs will need to demonstrate the impact of your outcomes for your clients
  • Diversification of services reduces risk and integration of offer allows you to provide more services to fewer clients
  • Stay focused on the core purpose
  • Look for cultural alignment
  • Ensure value creation
  • Successful execution builds trust and confidence
  • Need to consider your bequests and donations when you decide to change your brand
  • Over communicate with staff through a merger to get the highest acceptance.

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