When diagnosing how tasks get done during a merger or acquisition, it is most important to evaluate management practices (C) and working norms (E) . These elements define how decisions are made, how authority is exercised, and how work actually flows —often more powerfully than formal structures or processes.

Management practices influence accountability, communication, speed, and decision-making consistency. Differences in leadership style between merging organizations frequently create friction, confusion, and execution delays. Working norms —such as expectations around collaboration, risk-taking, hierarchy, and conflict—shape daily behavior and are critical to operational integration.

Previous needs assessments (A) and training opportunities (D) provide background information but do not explain real-time task execution. Performance review processes (B) may indicate priorities but are less immediate than norms and management behaviors.

SPHR exam content highlights that successful MandA integration depends on understanding informal systems , not just formal policies. HR’s diagnostic role during integration focuses on uncovering behavioral and cultural differences that affect how work gets done.

References :

HRCI SPHR Exam Content Outline — Functional Area: Leadership and Strategy (MandA integration; organizational diagnostics).

HRCI SPHR Study Guide — Cultural and operational assessment during mergers and acquisitions.