Introduction

HR due diligence is critical during mergers, acquisitions, partnerships, or organizational restructuring to identify potential risks, assess liabilities, and align workforce strategies with business objectives. This course equips HR professionals and business leaders with the tools and frameworks to conduct comprehensive HR due diligence. Participants will learn how to evaluate workforce data, cultural alignment, and compliance while minimizing risks and ensuring smooth transitions.

Objectives

By the end of this course, participants will:

• Understand the scope and importance of HR due diligence in organizational transitions.
• Learn to assess workforce data, contracts, and compliance risks effectively.
• Gain skills to evaluate cultural alignment and integration challenges.
• Develop strategies to mitigate risks and ensure workforce stability during transitions.
• Be equipped to present HR due diligence findings to stakeholders and align with strategic goals.

Who Should Attend?

This course is ideal for:

• HR Professionals involved in mergers, acquisitions, or restructuring.
• Talent Acquisition and Retention Specialists.
• Compliance Officers and Legal Advisors.
• Business Leaders managing organizational transitions.
• Professionals transitioning into roles requiring HR risk assessment and due diligence expertise.

Course Outline

Day 1: Introduction to HR Due Diligence

• What is HR Due Diligence? Scope, objectives, and importance
• Key Areas of HR Due Diligence: Contracts, benefits, compliance, and culture
• The Role of HR in Organizational Transitions: Strategic alignment and risk management
• Case Study: Successful HR due diligence during mergers and acquisitions

Day 2: Workforce Data and Documentation Review

• Analyzing Workforce Demographics: Headcount, diversity, and turnover
• Reviewing Employment Contracts and Agreements: Key considerations and red flags
• Assessing Compensation and Benefits: Identifying liabilities and inequities
• Interactive Workshop: Performing a workforce data review for a mock organization

Day 3: Compliance, Legal, and Risk Assessment

• Labor Law Compliance: Navigating regional and global regulations
• Identifying Legal Risks: Disputes, grievances, and pending litigation
• Handling Confidentiality and Data Privacy: Best practices for secure assessments
• Practical Exercise: Developing a compliance checklist for HR due diligence

Day 4: Cultural Alignment and Integration Planning

• Evaluating Organizational Culture: Tools and techniques for cultural assessment
• Integration Challenges and Solutions: Addressing conflicts and fostering alignment
• Employee Engagement During Transitions: Communication and support strategies
• Interactive Workshop: Designing a cultural integration plan for a hypothetical merger

Day 5: Reporting and Strategic Implementation

• Presenting Findings to Stakeholders: Structuring and communicating insights
• Developing an HR Transition Plan: Aligning due diligence outcomes with strategic goals
• Future Trends in HR Due Diligence: Technology, remote work, and global mobility
• Capstone Activity: Creating a comprehensive HR due diligence report for a simulated acquisition scenario