[Miguel Coelho]

Hi, I wonder what are the frameworks and methodologies you use in a deal to assess in a tangible way culture of your organisation and target across dimensions? What tools, methods, you use to collect data in practice?

[Miriam]

Very interesting discussion. In my case, I’m approaching this challenge mainly through the lens of the **Organizational Health Index (OHI)** (we used it for 3 years in a row)

The OHI is giving us a solid diagnosis of where each organization stands: strengths, pain points and leadership behaviors that will either enable or block a successful M&A.

My main challenge right now is not generating initiatives, but something more strategic:
**mapping competitive advantages and organizational burdens in order to activate the right plan.**

Specifically:

* Identifying the cultural and managerial strengths we must protect
* Detecting the “anchors” that could slow down integration
* Translating that analysis into a focused, prioritized action plan

Without this mapping, even the best communication and engagement programs risk becoming generic and disconnected from real issues.

I’d be very interested to hear from the group: **how have you approached this exercise of mapping strengths vs. barriers in an M&A context, and how did you convert it into concrete CI & Engagement actions?**

[Author]

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