CSR Communications

Change Management. Reinvented.

nonprofit

Three Mistakes Nonprofit Executives Make When They Embark on a Merger or Acquisition

Funding cuts, economic uncertainty, and shifting political dynamics are pushing more social sector leaders to consider strategic alliances, mergers, or acquisitions as possible paths forward. 

Why It Matters: The pressure to consolidate is real, but the track record is mixed. Some mergers create stronger, more sustainable organizations. Others destroy what made each organization valuable in the first place. 

Having been part of such consolidation efforts as a board member, staff person, and consultant, and having interviewed dozens of others earlier this year who’ve led successful and unsuccessful mergers, we’ve identified three mistakes that can derail consolidation efforts before they begin. 

Mistake One: Failing to assess organizational change readiness 

Nonprofit executives guess (or don’t know) their organization’s change readiness, including that of their board. Strategic alliances, mergers, and acquisitions create cascading waves of change, whether your organization pursues them from strength or necessity. The mindsets, skillsets, and capacity for change determine the success or failure of consolidation ventures.  

Mistake Two: Dramatically underestimating the true cost  

Leaders know they’ll have to spend money on obvious support, like legal fees and financial expert costs, but significantly underestimate just how much. At the same time, they often overlook entirely hidden costs, such as executive time, lost productivity, potential staff turnover, dips in morale, donor attrition, and cultural erosion. The runway to realize ROI stretches far longer than most anticipate, often requiring years rather than months to see meaningful benefits. 

Mistake Three: Relying on private sector playbooks  

With limited nonprofit-specific M&A resources available, executives default to corporate merger research and frameworks. But nonprofit consolidations aren’t corporate acquisitions. Mission alignment, donor relationships, community trust, and regulatory considerations create fundamentally different challenges that private sector strategies can’t address. 

Your Next Steps

At CSR Communications, we’re working to close this knowledge gap with relevant, actionable guidance for nonprofits and funders considering strategic partnerships. To request our Nonprofit Mergers & Acquisitions Action Brief, click here.

Join our BoardCQ Webinar and Demo on October 22nd, 2025, or access the replay. With the social sector in upheaval this year, those on solid footing heading into 2026 will be there because they have change-ready, change-capable, and change-resilient boards. Crisis management has become a daily routine. The cost of waiting to assess your board’s readiness is too high when every decision matters more than ever.

5 Signs Your Nonprofit Board Isn’t Ready for Change (And How to Fix It) 

Change is here, and it’ll only keep coming faster.  

Change is daunting for many nonprofit organizations and the boards that lead them, resulting in stalled progress and organizations stuck in outdated ways of working.  

For over 30 years, we’ve worked with nonprofit boards and executives to navigate, lead, and lead through all sorts of change, big and small. We’ve identified five signs of boards that aren’t ready for change.  

If any of these signs resonate, it might be time to pause and assess your board’s readiness for change. 

(Prefer Listening? Check out the AI-Generated Podcast version of this article! We know how busy life can get, so we’ve created a podcast version of this blog post, powered by AI! This is a fun, convenient way to engage with the content if you’re short on time or prefer to listen on the go. Listen here.)

A Culture of Conflict Avoidance  

When your nonprofit board consistently avoids difficult conversations or insists on unanimous decisions, it signals deeper issues, like an unwillingness to consider divergent perspectives, explore disagreement, or address underlying tensions. Conflict-avoidant cultures prevent honest discussion of challenges and stifle the robust debate needed for effective change management. 

Weak Board Relationships that Limit Trust 

Strong change leadership requires deep trust among board members. Without meaningful relationships beyond formal meetings, boards struggle to foster the candid dialogue essential for navigating change. Missing regular board retreats or informal gatherings? Your board may lack the camaraderie and connection that makes managing organizational change easier. 

Over-Dependence on Legacy Leaders 

If your board constantly looks to a few long-tenured members for direction, it may be leaning too heavily on past experiences. While institutional knowledge matters, over-reliance on experience can block innovation and change adoption. Frequent term extensions or a long-serving board chair often indicate resistance to fresh perspectives. 

Blind Spots in Board Knowledge and Perspective  

Change-ready boards actively identify and address knowledge gaps. Does your board know what it doesn’t know? If your board operates on outdated assumptions or lacks diverse expertise, you’re vulnerable to missed opportunities and emerging risks. Without regular scenario planning and risk management updates, your board may be unprepared for change challenges. 

Decision Paralysis that Blocks Progress 

When your nonprofit board repeatedly delays decisions or gets stuck in endless debate, it reveals deeper issues with change readiness. Boards trapped in analysis paralysis often prioritize avoiding mistakes over making progress—a dangerous stance in today’s fast-moving environment. If your board struggles to make everyday decisions in calm times, it’s not ready to make the more challenging choices necessary in times of change.  

Why Change Readiness Matters Now 

Today’s nonprofit landscape demands unprecedented adaptability and maintaining the status quo is risky. From evolving donor expectations and shifting policy environments to increased demands for organizational agility, the stakes have never been higher. Your staff, stakeholders, donors, and community depend on your organization’s ability to navigate change effectively. 

But here’s the challenge: without objective data on your board’s change readiness, you risk costly missteps that can derail your mission. 

That’s why CSR Communications developed the **BoardCQ™**. This comprehensive diagnostic tool measures your board’s change readiness across eight critical dimensions, providing: 

  • Clear identification of strengths and improvement areas 
  • Actionable strategies for building change readiness 
  • Data-driven insights for board development

Take the Next Step 

Your mission deserves more than guesswork. Discover how BoardCQ™, the change readiness index for nonprofit boards, can help your board lead change with confidence. 

Click here to learn more about the BoardCQ ™ and how it can help your organization navigate change happening now and whatever comes next.  

Book a call here if you’d rather talk with us to learn more or see if BoardCQ™ is right for your organization. 

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Invitation: What’s YOUR next big thing?

At CSR Communications, we’re the experts at helping socially-conscious businesses and mission-driven organizations achieve their next big initiative and rapidly expand their impact.

That’s why we launched the Next Big Thing Executive Forum. This monthly series brings together small groups of C-Suite executives and senior leaders for off-the-record, peer-to-peer, idea exchange conversations. We cover topics essential to defining, designing and successfully realizing your “next big thing,” whether it’s a new strategic initiative, internal policy shift or significant organizational transformation. There’s no fee to participate and no sales pitch at the event.

Click here to see our upcoming topics and request an invitation to our next event.

 

Press Release: New Tool Empowers Nonprofit Boards to Strengthen Change Readiness and Navigate Uncertainty

WASHINGTON, Oct. 22, 2024 /PRNewswire/ — CSR Communications, Inc., a woman-owned firm serving nonprofits and social purpose organizations across the United States, unveiled today its proprietary Change Readiness Index™, a first-of-its-kind assessment tool designed specifically to help nonprofit boards measure and enhance their capacity to lead through change confidently.

“Nonprofit organizations are continuously adapting, from leadership transitions and evolving constituency needs to emerging technologies like AI,” said Nancy Murphy, CEO and founder, CSR Communications. “With U.S. elections just around the corner, now is the time for boards to ensure they are ready for both the opportunities and challenges that lie ahead.”

The Change Readiness Index™, based on insights gathered over more than three decades in the nonprofit sector, measures a board’s readiness across eight critical dimensions, including trust, transparency and foresight.

Nonprofit boards that had the opportunity to experience early access to the index have already seen the value.

“The Change Readiness Index sparked critical conversations we might have otherwise overlooked,” said Jenn Bell-Ellwanger, Board Chair of Maryland Reads. “It highlighted key perspectives within our board, strengthening our readiness to tackle challenges together.”

Through a 35-question survey, board members and executive leadership gain insights into their organization’s strengths and areas for improvement. Key features include:

Insightful Analysis: A summary of the board’s top strengths and areas for growth.

Benchmark Comparisons: Insight into how the organization’s readiness stacks up against industry standards.

Actionable Recommendations: Clear steps boards can take to improve their readiness for change.

“For nonprofits, effective governance means being more than just aware of potential disruptions; it requires being prepared to respond in ways that foster resilience and sustain results,” said Murphy. “The Change Readiness Index™ helps boards know where they stand and what they can do to improve.”

To learn more about the Change Readiness Index™, visit https://csrcommunications.ac-page.com/Change-readiness or register for our October 24th virtual Open House by visiting https://csrcommunications.ac-page.com/change-readiness-open-house.

About CSR Communications
Since 2014, CSR Communications has specialized in helping nonprofits, foundations and other social purpose organizations navigate complex changes through strategy, change management, leadership development and communications.

Contact: Nancy Murphy, CSR Communications
Phone: 202-222-8908
Email: Nancy@CSRCommunications.com

Curious how the Change Readiness Index could help your organization? Request a call.

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Invitation: What’s YOUR next big thing?

At CSR Communications, we’re the experts at helping socially-conscious businesses and mission-driven organizations achieve their next big initiative and rapidly expand their impact.

That’s why we launched the Next Big Thing Executive Forum. This monthly series brings together small groups of C-Suite executives and senior leaders for off-the-record, peer-to-peer, idea exchange conversations. We cover topics essential to defining, designing and successfully realizing your “next big thing,” whether it’s a new strategic initiative, internal policy shift or significant organizational transformation. There’s no fee to participate and no sales pitch at the event.

Click here to see our upcoming topics and request an invitation to our next event.

5 Things National Preparedness Month Can Teach Nonprofit Boards About Change Readiness

Prefer Listening? Check out the AI-Generated Podcast version of this article! We know how busy life can get, so we’ve created a podcast version of this blog post, powered by AI! This is a fun, convenient way to engage with the content if you’re short on time or prefer to listen on the go. Listen here.

September is National Preparedness Month, spearheaded by FEMA, reminding us all to consider how prepared we are for potential disasters and emergencies. Beyond personal and family safety, it’s also a timely reminder for nonprofit boards to reflect on their own readiness for inevitable changes—whether it’s an executive transition, losing a major donor, or expanding to new regions.

Here’s what disaster preparedness can teach us about how nonprofit boards should prepare for change. (Read about the ten disruptions all nonprofits will face in the next year here.)

Don’t be an ostrich.

According to Ready.gov, “Talking about disasters or emergencies isn’t always easy. We may think we’re protecting our loved ones by avoiding the conversation, but taking those steps is crucial to staying safe.”

The same goes for nonprofit boards. Too often, boards ignore the possibility of change, hoping it will never happen. As one board chair told me, “We can’t start succession planning for our 80-year-old founder because he’ll think we want him out now.” Another said, “We love our CEO and can’t imagine her ever leaving. We don’t even want to think about it!”

Get your heads out of the sand and have uneasy conversations.

The best time to prepare is before change is at your doorstep.

The best time to prepare for a disaster isn’t when the tornado sirens are blaring. National Preparedness Month is all about encouraging people to prepare in advance while they’re calm, with thoughtful discussions spread out over time.

The same goes for nonprofit board change readiness. Don’t wait for your board chair to step down or for a game-changing donation to land in your lap before you start discussing officer succession, risk tolerance, or future expansion.

Start those conversations now so that you can take quick, intentional action when necessary.

Preparedness boosts prevention, mitigation, response and recovery.

FEMA defines preparedness as being in “a better state of readiness to withstand or avoid the immediate impact of a disaster.” Similarly, a change-ready nonprofit board can act decisively to prevent unnecessary disruption, mitigate the effects of inevitable changes, and recover faster when those changes do occur.

In short, a change-ready board creates a more resilient organization.

Preparedness is ongoing. Not one-and-done.

Just as you update your emergency kits and check smoke detector batteries regularly, your board should continuously measure its readiness for change. An annual assessment that identifies strengths and gaps and offers actionable recommendations ensures your board stays prepared for the future.

There are resources to help. Use them.

When it comes to emergency preparedness, resources abound—from FEMA to the American Red Cross to your local volunteer center.

For nonprofit boards, change readiness tools may not be as widespread, but there are key resources available—if you know where to look. That’s where CSR Communications comes in.

Introducing BoardCQ™: The Change Readiness Index for Nonprofit Boards

CSR Communications’ BoardCQ™ is a first-of-its-kind tool designed to measure your board’s readiness for change across eight key characteristics. Each board member and the chief executive complete a quick, five-minute survey online. The resulting baseline report reveals your board’s strengths and areas for improvement, along with actionable recommendations to ensure your board isn’t just change-ready but also change-capable and resilient.

For boards committed to elevating their leadership and ensuring long-term stability for the organizations they serve, this tool provides a clear roadmap. The package includes a follow-up survey six months later, plus customized recommendations for ongoing improvement.

Don’t Wait Until It’s Too Late

Build a change-ready board today—before the storm hits.

Ready to learn more? Book a call today to learn more about CSR Communications’ BoardCQ™ and the insight and recommendations it offers to help your board lead and thrive through change.

_________________________________________________________________________________________________

Invitation: What’s YOUR next big thing?

At CSR Communications, we’re the experts at helping socially-conscious businesses and mission-driven organizations achieve their next big initiative and rapidly expand their impact.

That’s why we launched the Next Big Thing Executive Forum. This monthly series brings together small groups of C-Suite executives and senior leaders for off-the-record, peer-to-peer, idea exchange conversations. We cover topics essential to defining, designing and successfully realizing your “next big thing,” whether it’s a new strategic initiative, internal policy shift or significant organizational transformation. There’s no fee to participate and no sales pitch at the event.

Click here to see our upcoming topics and request an invitation to our next event.

5 Benefits of Measuring Your Board’s Readiness for Change Now

Prefer Listening? Check out the AI-Generated Podcast version of this article! We know how busy life can get, so we’ve created a podcast version of this blog post, powered by AI! This is a fun, convenient way to engage with the content if you’re short on time or prefer to listen on the go. Listen here.

From post-election policy changes and CEO transitions to fundraising challenges (and opportunities) in a persistently uncertain economy, every nonprofit will face change in the coming months.  

As a nonprofit board chair or member, you want to know what you can do now to make sure you’re able to govern effectively and serve the organization well during changes, big or small, in the future. As a nonprofit CEO or executive director, you need to know your board is a strong and capable partner who’s ready to help you navigate change.  

That’s why every nonprofit organization can benefit from assessing their board’s readiness for change now.  

Here are five key benefits your nonprofit will gain from measuring your board’s readiness for change now, before you need to lead or lead through change.  

1. Retention of High-Quality Board Members 

A board that proactively assesses its readiness for change demonstrates a serious commitment to the organization’s future. When board members see this commitment, it strengthens their connection to the organization and to each other. The process and acting on the insight from it contribute to a positive board service experience and make it less likely that members will feel overwhelmed during times of change. Instead of facing crises, they’ll prevent them or be equipped to handle challenges together, reinforcing their commitment and preventing potential resignations at times when organizations most need engagement and stability in their governance.  

2. Recruitment of High-Quality Board Members 

Nonprofits that invest in board development and board change readiness position themselves as forward-thinking and committed to continuous improvement. This not only strengthens the current board but also attracts high-caliber candidates who are eager to contribute to an organization that prioritizes self-assessment and growth. Sharing the insight and action steps from your board’s readiness for change assessment with potential board members can be a powerful recruitment tool, showcasing your board’s dedication to excellence and readiness to face future challenges. 

3. Stronger Board-Executive Relationship 

When a board actively measures and reflects on its change readiness, it opens the door to meaningful dialogue with the executive team. This process signals to the executive director or CEO that the board is committed to being a supportive partner in navigating change. It also allows the board to understand better its role in executive transitions, succession planning, and other critical organizational shifts. The result is a more cohesive and aligned relationship between the board and the executive team. 

4. Better Understanding of Risks & Opportunities 

A key component of change-ready boards is having a shared understanding of the organization’s risk tolerance, scenario planning, and ability to demonstrate foresight. Assessing the board’s readiness for change gives your board a clear understanding of its strengths and areas for improvement. The board knows where it’s well-positioned to lead and where there are gaps that need attention. With this knowledge, the board can better manage risks and seize opportunities, ensuring that the organization remains resilient in the face of change. 

5. Better Decisions 

Boards that assess their change readiness have insight to inform decision-making processes, ensuring that they are strategic, forward-looking, and grounded in a comprehensive understanding of their strengths. This insight can guide everything from strategic planning to board recruitment, board meeting structures, and the type of board committees needed. It also contributes to higher quality discussion and engagement with the executive team, enabling the board to support the executive team and the organization’s mission better in times of stability and change.  

Measuring your nonprofit board’s readiness for change is essential for your organization to thrive in 2025 and beyond. Do you know the elements of change readiness where your board is strong and where it needs to improve?  

Find out now, before change is necessary or imminent.  

Ready to find out how prepared your board is? 

Book a call today to learn more about CSR Communications’ BoardCQ™, the change readiness index for nonprofit boards, and the insight and recommendations it offers your board to lead and thrive through change. 

_________________________________________________________________________________________________

Invitation: What’s YOUR next big thing?

At CSR Communications, we’re the experts at helping socially-conscious businesses and mission-driven organizations achieve their next big initiative and rapidly expand their impact.

That’s why we launched the Next Big Thing Executive Forum. This monthly series brings together small groups of C-Suite executives and senior leaders for off-the-record, peer-to-peer, idea exchange conversations. We cover topics essential to defining, designing and successfully realizing your “next big thing,” whether it’s a new strategic initiative, internal policy shift or significant organizational transformation. There’s no fee to participate and no sales pitch at the event.

Click here to see our upcoming topics and request an invitation to our next event.