Workbook
The Team Through Merger Workbook
For Teams Navigating an Acquisition, Merger, or Reorganization
The org chart says you are one team. This is where you become one.
For the team that was merged, acquired, or reorganized and has not yet been built as a new collective.
The Name It First Experience
Mergers succeed or fail at the team level — in the weeks after the announcement, when the new org chart is live and the actual work of becoming one team has to happen. Most organizations address this with communication plans. Neither builds a team. This workbook is for the team lead and the team — to do the identity work that organizational announcements do not do. The exercises move through naming what was lost, inventorying what each person brings, building shared commitments, and producing a team charter owned by the team rather than handed down by the organization. The output is not a culture deck. It is a signed agreement the team wrote.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- What has this acquisition, merger, or reorg done to how your team understands itself?
- What needs to be named, grieved, or clarified before your team can move forward?
- What does building a cohesive team identity on the other side of this change look like?
Research basis
Schein organizational culture research (culture as identity — team culture formation in merged entities) / Tuckman team development model (re-forming following organizational disruption as distinct from initial team formation) / Maslach burnout inventory — organizational change as a values and community mismatch trigger / Marks et al. merger integration research (identity threat and team functioning post-acquisition) / Edmondson psychological safety research (team safety as a prerequisite for post-change integration success)
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Every format asks the same questions and produces the same document.
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A real book and a pen. Write in the margins. The most permanent version of you on a page.
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The full guide on any screen, with a companion journal to write your answers by hand.
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Audiobook
We read every question and every scenario aloud. For the commute, the walk, the dishes.
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Hardcoverpersonalize
The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.
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Digital Fill + membership+membership
Answer on screen. Your responses save as you go and assemble into your finished document.
$12.99
Hands-Free Interactive + membership+membership
Listen to each question and speak your answer. We capture it. You never touch a keyboard.
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Choose your pace.
The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
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