The health and human service field is seeing record numbers of mergers, acquisitions, and affiliations (MA&A) (see Creating A Merger Strategy For Turbulent Times: A Managing Through Chaos Roundtable Discussion and Another Year, More Mergers). Many are driven by changing business models and questions about long-term financial sustainability.

But these various partnerships and collaborations are not guaranteed to succeed. In fact, many don’t achieve the original objectives (see Purpose Trumps Structure and Don’t Make This Common M&A Mistake). So much of the potential success is dependent on an organization’s strategic plan, the . . .

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