Cultural Due Diligence 

Playbook for Trust Growth and Mergers

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More and more schools are becoming a part of a trust in recent years. At the same time, the number of trusts is not growing. As a result, we see both growth and consolidation by trusts merging and taking on new schools to gain more operational efficiencies, education quality improvements and staff development opportunities. 

For school trusts, the metric of success is not shareholder value, but the role of culture is as critical. Yet, it often isn't considered during this mergeprocess. 

If you’re a trust currently undergoing a merger or growth period, this handbook will give you information on the following:

  • An overview of why culture matters.
  • A proposed process for cultural due diligence.
  • Examples of how to implement this process as your trust grows.
Culture Due Diligence report compilation

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