This document outlines a proposed 4-day training course to help a bank's management and staff successfully transition after a merger or acquisition. The course aims to educate participants about M&As, identify potential post-integration risks, teach methods for managing change, and address leadership challenges. It covers topics such as cultural integration, acculturation modes, and case studies of both successful and failed M&As. The goal is to boost morale, facilitate a smooth transition, and protect shareholder value after the integration.

1. ALIGNING TO
POST-INTEGRATION CULTURAL DEMANDS
T H E C A S E F O R H U M A N R E S O U RC E

2. W I S E
P L A N N E R
B A C K G R O U N D
Various researches over the last few decades have confirmed a high rate of mergers and
acquisitions failure, with failure rate averaging between 70-90 Percent. This is the failure to
produce any benefit for the shareholders accompanying a destruction of value for all
stakeholder against the proposed synergy initiating such mergers or acquisitions.
Though Financial advisors go to great lengths in ensuring realization of merger synergies,
success of a merger or an acquisition depends more on getting the people equation right. In
doing due diligence, critical emphases are paid to the tangible assets such as financial
structures, IT systems, or intellectual property, leaving out the intangible assets such as
organizational capital, relational capital, cultural fitment and human resources. Thus the
critical issue here is to have a comprehensive yet tailored approach to Post-Merger People
Integration. This will help forestall “people and organization issues” such as lack of shared
vision, leadership clash, cultural mismatch, loss of key talent, misaligned structures, lack of
management commitment, lack of employee motivation, poor communication and poor
change management.

3. W I S E
P L A N N E R
C O U R S E O V E R V I E W
We believe it is essential that Human Resources (HR) be involved and kept abreast of the
CEO’s agenda with regard to the proposed merger. The function should be proactively
involved in all the stages of a typical M&A, namely, scoping, due diligence, integration and
change institutionalization.
Essentially, our consultants have designed this course to help management ensure her staff
transition into the post integration phase without cultural crisis. The course begins with
educating participants about the nature of M&A (with a focus on the specific type being
experienced), enlighten them about risks involved and how best to mitigate them, and more
importantly on managing change with a few highlights on addressing post-integration
leadership challenges. It is an highly interactive class filled with case studies like
Daimler/Chrysler, AOL/Time Warner, HP/Compaq, Cisco Acquisitions etc.

4. W I S E
P L A N N E R
C O U R S E C O N T E N T
THIS IS A FOUR PART COURSE ADAPTED TO TRAIN ENTERPRISE BANK’S MANAGEMENT IN
HELPING HER STAFF NAVIGATE SUCCESSFULLY THE TRANSITION INTO A NEW BUSINESS
ENVIRONMENT.
UNDERSTANDING MERGERS & ACQUISITIONS
KEY PEOPLE & ORGANIZATION RISKS
MANAGING POST-INTEGRATION CHANGE
ADDRESSING LEADERSHIP CHALLENGES
Module 1
Module 2
Module 3
Module 4

5. W I S E
P L A N N E R
M O D U L E O N E
U N D E R S TA N D I N G M E R G E R S & A C Q U I S I T I O N S
 The Global history of M&A: A synopsis
 M&A: Reasons and Types
 M&A in Nigerian Financial Sector: A Critique
 Case Study: A series of synergies
(Glaxo/Wellcome and SmithKline/Beecham)

6. W I S E
P L A N N E R
M O D U L E T W O
 Does Culture Matter in M&A?
 Types of Organizational Cultures
 The Merger-Emotions Syndrome
 Integration Risk Factors
 Case Studies: A Clash of Culture
(Daimler/Chrysler, HP/Compaq)
K E Y P E O P L E & O R G A N I Z AT I O N R I S K S

7. W I S E
P L A N N E R
M O D U L E T H R E E
M A N A G I N G P O S T - I N T E G R AT I O N C H A N G E
 The Cultural Integration Process
 Cultural Compatibility
 Acculturation and 4 Modes of Acculturation
 Managing Change:
 At the Organizational Level
 at the Team Level
 at the Individual Level
 Case Study: A serial Acquirer;
(Cisco,150 and still counting)

8. W I S E
P L A N N E R
M O D U L E F O U R
A D D R E S S I N G L E A D E R S H I P C H A L L E N G E S
 Leadership for the Ending
 Leadership for the Neutral Zone
 Leadership for the new beginning
 Case Studies: The Nigerian Banks Cases

9. W I S E
P L A N N E R
D I V I D E N D S
 Boost to Human Resource morale
 Improving staff career development
 Forestalling potential clash of culture
 Facilitate smooth transition for management and staff
 Enhancing cultural integration
 Enlightening leadership on potential integration danger-points
 protection and promotion of post-integration Shareholders' value
WE STRONGLY BELIEVE THAT THE MANAGEMENT AND STAFF OF ENTERPRISE BANK
WILL SECURE THE FOLLOWING BENEFITS CONSEQUENT UPON ATTENDING THIS
COURSE:

10. W I S E
P L A N N E R
O U R P R O F E S S I O N A L F E E
We will facilitate a 4-day training program at a discounted rate of
N600,000.00 PER DAY
(Six Hundred Thousand Naira only)
(VAT EXCLUSIVE)
PAYMENT TERMS
70% of gross sum to be paid at least one week to the training
30% balance on submission of training report 72hrs after the last day of training
This fee covers our charges as follows;
 Facilitators fee
 Training materials
 Training Administration and event-flow Management
 Cost of producing the post-Training Outcomes & Recommendation Report
NB: The cost implication of the training can be reviewed based on the provisions
made internally by the you. This costing is done for the training only.

11. W I S E
P L A N N E R
F I R M S W E H A V E S E R V E D
In our resolute quest to help organizations transform into a more result driven, customer focused
and top performing enterprises with winning culture we are proud to have served the following
growing and classic collection of clientele.

12. W I S E
P L A N N E R
A B O U T U S
WISE PLANNER is regional leader organization in providing end to end Management
Consulting services that form the basic building blocks required for implementing the
effective management practices. At Wise Planner, we work closely with our valued
customers to increase their readiness level to implement sound management practices
and systems. Our intervention includes training, strategy development, tools
implementation, assessment, and other services.
OUR CORE VALUES
Passion l Expertise l Integrity l Excellence

13. We thank you for giving us the opportunity to present this proposal. We look
forward to your invitation for the advancement of this programme.
Best Regards,
Sam OMOLE
C E O
+234 704 063 344
Wise Planner Consulting
43, AfriBank Street,
Victoria Island,
Lagos, Nigeria.
M: +234 (0)70 406 03344
E: info@wiseplannerconsulting.com
W: www.wise-plannerconsulting.com
THANK YOU