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CHECKLIST

Retention Checklist for Top Performers in Mergers & Acquisitions

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Use this checklist as a guideline when working to keep top employees after a merger or acquisition:

  1. Conduct a Talent Assessment
  2. Develop a Clear Communication Plan
  3. Engage Leaders and Managers
  4. Offer Retention Incentives
  5. Clarify Career Growth Opportunities
  6. Align Cultures and Values
  7. Address Compensation and Benefits
  8. Provide Stability During Transition
  9. Recognize and Appreciate Contributions
  10. Create Feedback Channels
  11. Focus on Team Integration
  12. Monitor and Support Morale
  13. Invest in Professional Development
  14. Plan for Individual Check-Ins
  15. Promote Work-Life Balance

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