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Cultural Due Diligence

Cultural Due Diligence

Playbook for Trust Growth and Mergers

Playbook for Trust Growth and Mergers

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 merge process. 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.

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 merge process. 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.

Complete the form below to receive your free copy:

Complete the form below to receive your free copy:

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Do you want to understand your trust's community better? Use stakeholder feedback to keep track of culture, as well as other important topics like working conditions, learning process and engagement. 

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