Everboarding Through M&A: Drive Engagement in Change

Everboarding Through M&A: Ensuring Continuous Employee Engagement During Organizational Change

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Sustaining Employee Engagement During M&A With Everboarding

Ensuring continuous employee engagement during mergers and acquisitions (M&A) is no small feat. Everboarding through M&A is a strategy designed to maintain morale and involvement throughout such changes. This article dives deep into everboarding through M&A, offering actionable steps to help organizations keep their employees engaged and resilient during transitions.

Key Takeaways

  • Everboarding promotes continuous employee engagement during mergers and acquisitions, addressing the challenges of cultural and procedural changes.
  • Effective communication is crucial for successful everboarding, involving clear objectives, multiple channels, and regular updates to maintain employee morale and trust.
  • Engaging employees through feedback mechanisms, including surveys and focus groups, is essential for addressing concerns and fostering a supportive environment during organizational transitions.

Understanding Everboarding in the Context of M&A

A visual representation of everboarding through M&A, highlighting employee engagement.

Everboarding is a revolutionary concept in the realm of employee engagement, particularly during mergers and acquisitions. Unlike the traditional onboarding process, which focuses on acclimating new employees during their initial days, everboarding emphasizes continuous engagement throughout an employee’s tenure. This approach is especially crucial during M&A transactions, where the cultural and procedural shifts can be overwhelming for employees. Employees within the acquired organization often face unique uncertainties and engagement challenges, as they may feel insecure about their roles and the future direction of their workplace.

Continuous engagement through everboarding helps employees adapt to the new cultural landscape and operational changes that come with a merger or acquisition. Understanding and integrating the company's culture is essential during M&A, as changes to the company's culture can lead to uncertainty, lowered morale, and diminished pride among employees. Effective everboarding practices can significantly reduce the uncertainty and anxiety that often accompany M&A transactions, leading to higher retention rates and a smoother integration process for the acquired company.

Keeping employees engaged and informed ensures a more seamless transition and fosters a resilient workforce ready to embrace change.

Identifying Key Stakeholders in the Everboarding Process

Identifying key stakeholders is a foundational step in the everboarding process during mergers and acquisitions. In this ongoing process, it’s essential to recognize that employees from both the acquiring and acquired companies, as well as new employees joining the organization, all play a vital role in shaping the future of the combined entity. Leadership teams, middle managers, and internal communicators are also critical stakeholders who influence how effectively the integration process unfolds.

By mapping out these key stakeholders early, organizations can ensure that everyone involved in the everboarding process is aligned with the company’s vision, mission, and values. This alignment is crucial for maintaining employee engagement, addressing employee concerns, and supporting a smooth transition. Effective communication with all stakeholders helps to clarify expectations, reduce uncertainty, and foster a sense of belonging among employees—whether they are part of the acquired company or the existing workforce.

Engaging stakeholders throughout the everboarding journey ensures that the integration process is inclusive and that employee voices are heard, ultimately leading to a more cohesive and motivated organization.

The Critical Role of Communication in Everboarding

A team discussing merger and acquisition communication strategies.

Communication is the linchpin of successful everboarding, especially during mergers and acquisitions. Effective communication efforts help reduce uncertainty among employees, which is vital for maintaining focus on business operations. Transparent communication not only addresses employee concerns but also fosters an environment of trust, which is essential for sustaining momentum and reducing burnout during the M&A process. The communications team plays a crucial role in this process, as poor communication can lead to misunderstandings and decreased morale. The initial announcement is a critical moment that shapes employee perceptions and engagement throughout the transition, making it essential to communicate carefully and thoughtfully at this stage.

A comprehensive M&A communication strategy should address concerns, align objectives, and maintain transparency. Careful planning and messaging before, during, and after the merger announcement are essential to ensure consistent internal messaging and manage stakeholder expectations. Frequent updates, clear messaging, and addressing employee concerns are critical elements for effective communication during M&A. Keeping employees informed about integration progress and changes minimizes anxiety, boosts morale, and retains talent, promoting business continuity and keeping employees aligned through effective communication strategies during the transition.

Establishing Clear Objectives for Communication

Establishing clear objectives for communication is the cornerstone of an effective merger and acquisition communication strategy. Defining these objectives ensures all messages align with the overall strategy, helping to maintain employee morale and focus on desired business outcomes. Communication objectives should be explicitly tied to the company's goals and company's vision, ensuring that employees understand how their roles contribute to the broader organizational direction and fostering alignment during major changes. For instance, communications teams should prepare content in advance to ensure timely dissemination and approval of communications.

Key components of a merger communications plan should include key milestones, regular updates, audience identification, and preparation times. Developing a communication timeline is vital for keeping employees informed of important milestones and helping them understand the timing and implications of the merger. Regular updates, provided weekly or bi-weekly, ensure that employees stay informed and engaged throughout the merger process.

Choosing Multiple Channels for Effective Messaging

Utilizing multiple communication channels is essential for ensuring that important messages about the merger or acquisition are conveyed clearly and effectively. Different employees have different preferences and needs, so a one-size-fits-all approach won’t suffice. Suggested communication channels include internal communications, email, intranet, video messages, and in-person meetings.

Town hall meetings, webinars, and virtual town halls are effective ways to facilitate communication about the merger or acquisition. When selecting communication channels, it’s important to consider the audience’s preferences and which channels will best serve each deliverable. Diversifying communication efforts ensures all employees receive the information they need in a format that works for them.

Crafting Key Messages and Expected Benefits

Crafting key messages that resonate with employees and highlight the expected benefits of the merger is crucial for fostering understanding and engagement. Core messages during the merger should focus on the rationale behind the merger and the benefits for employees. It is also essential to acknowledge and address employee concerns to maintain trust and engagement.

These core messages must be tested and refined to ensure they appeal to various key stakeholders and are tailored to resonate with each group’s specific needs. Clearly communicating the benefits and addressing concerns helps employees understand the implications of the merger and feel more confident about the changes ahead.

The Role of the Communications Team

The communications team plays a critical role in the success of the everboarding process by ensuring that all key stakeholders are identified and engaged through targeted communication efforts. Working closely with the integration management office, the communications team develops and implements a communication strategy that supports the overall integration strategy.

This involves analyzing the unique needs and concerns of each stakeholder group—employees, leadership, and even customers—and crafting tailored messages that address resistance and foster trust. By leveraging multiple communication channels and coordinating with the integration management office, the communications team ensures that information is delivered consistently and transparently.

Their efforts help to build a positive employee experience, keep employees informed, and support the organization in achieving a successful integration. Ultimately, the communications team’s critical role is to bridge gaps, address concerns, and keep all stakeholders aligned throughout the everboarding process.

Ensuring Employees Understand the M&A Process Through Everboarding

Helping employees understand the M&A process is essential not only for reducing uncertainty but also for preserving trust, productivity, and morale throughout the transition. Traditional one-time communications often fall short, leaving employees confused about what’s changing and how it impacts them personally. Everboarding addresses this gap by creating a sustained, structured communication framework that keeps employees informed, reassured, and aligned at every stage of the integration journey.

With everboarding, messaging about the rationale for the merger, the strategic goals of the new organization, and individual-level impacts can be delivered through a series of well-timed, role-relevant communications. These touchpoints aren’t limited to the initial announcement—they extend across the first months and year of integration, ensuring that employees receive updates in digestible formats as the situation evolves. Video explainers, FAQ modules, manager talking points, and mobile push updates can all be incorporated into the everboarding stream, allowing employees to engage with the information at their own pace and on their preferred channels.

Crucially, everboarding also provides space for two-way communication. Feedback loops, pulse surveys, and focus group summaries can be incorporated into ongoing campaigns, signaling to employees that their voices are heard and valued. Town halls and Q&A forums can be reinforced by follow-up communications that clarify decisions and next steps. In this way, everboarding becomes not just a tool for informing employees—it becomes a method for involving them, building trust through transparency, and ensuring that every team member, regardless of their legacy organization, feels included in the path forward.

The Role of the Communications Team in Everboarding

The communications team plays an instrumental role in the success of the everboarding experience during a merger or acquisition. Far beyond drafting internal emails or planning announcements, they are responsible for shaping a communication architecture that sustains employee engagement, builds confidence, and supports behavior change across the newly integrated organization.

Working closely with the integration management office (IMO), the communications team helps translate the high-level integration strategy into a tangible, employee-facing narrative—one that unfolds across time, formats, and channels. They identify key stakeholder groups across the organization, from frontline employees to leadership, and develop targeted messaging that addresses each group’s specific concerns, whether that’s job security, cultural shifts, or operational changes. Through the everboarding process, they can stage this messaging thoughtfully, using campaign scheduling tools, automated workflows, and feedback analytics to optimize timing and tone.

Importantly, the communications team also acts as a trust builder. By ensuring that communications are not only timely but consistent, honest, and responsive, they help reduce resistance, combat misinformation, and create a sense of unity. Their work ensures that everboarding is more than a sequence of messages—it becomes a strategic, empathy-driven experience that bridges legacy organizations and guides employees toward a shared future. In doing so, they transform communication from a tactical necessity into a strategic driver of post-merger success.

Engaging Employees Through Continuous Feedback Mechanisms

Engaging employees through continuous feedback mechanisms is vital for maintaining employee engagement during organizational change. Feedback mechanisms such as surveys and Q&A sessions provide valuable insights into employee concerns and sentiments. Creating channels like feedback surveys allows employees to express their concerns about the integration process, ensuring their voices are heard and considered.

If feedback is not gathered or acted upon, employees may feel talked at rather than engaged, leading to disengagement. Two-way feedback channels are vital for effective communication during mergers, as they ensure that employee voices are heard and considered.

Actively seeking and addressing employee feedback creates a more inclusive and engaging environment.

Implementing Regular Employee Surveys

Regular employee surveys are a cornerstone of effective feedback mechanisms during mergers and acquisitions. Change surveys, including:

  • Pre-change surveys
  • Post-change surveys are utilized to identify employees’ feelings about the merger. Comparing survey favorability against benchmarks before and after the merger process helps:
  • Assess employee attitudes
  • Identify areas for improvement.

Gathering employee feedback through regular surveys helps organizations pinpoint areas for improvement and adjust their integration strategies effectively. Regular employee surveys are crucial for monitoring sentiment and addressing concerns, ensuring that employees remain engaged and informed throughout the merger process.

Utilizing Focus Groups for In-Depth Insights

Utilizing focus groups provides a more in-depth understanding of employee sentiments compared to traditional feedback mechanisms. Focus groups offer several advantages:

  • Allow for more detailed discussions
  • Can uncover insights that might be missed in surveys
  • Provide data suggests that can help tailor communication strategies to better address employee concerns

Engaging employees through focus groups fosters a culture of openness and continuous improvement, essential during the significant uncertainty of M&A. Incorporating focus groups into the feedback mechanism provides a deeper understanding of employee concerns and improves engagement.

Driving Cultural Alignment Through Everboarding

Cultural integration is one of the most delicate and decisive aspects of any merger or acquisition. Everboarding—continuous onboarding that extends beyond the first 90 days—equips organizations to navigate this process with clarity, empathy, and alignment. By embedding cultural alignment strategies into a long-term everboarding framework, organizations can actively reinforce shared values, mitigate disruption, and foster unity across legacy teams.

Unlike traditional onboarding, everboarding allows companies to continually reinforce the evolving mission, vision, and values of the newly merged entity (NewCo). Through targeted, omni-channel communication campaigns, change messaging, and manager enablement resources, internal communicators can sustain cultural clarity over time—not just at the point of hire. This approach enables organizations to integrate cultures not as a one-time event but as a continuous journey of shared understanding.

Using everboarding, engaged integration teams can:

  • Define and reinforce the NewCo purpose, mission, vision, and values—not just once, but consistently across the first year post-merger through training, digital communications, and peer-based learning.
  • Enable cultural alignment as a living process, where employees across both legacy companies are equipped with contextual, role-relevant updates that evolve with the organization’s growth.
  • Retain critical talent by creating a sense of belonging, transparency, and trust—factors that are strengthened through sustained communication touchpoints and leadership visibility.

By operationalizing cultural alignment through everboarding, organizations don’t just manage change—they build resilient cultures that thrive through it.

Leveraging Everboarding to Conduct a Cultural Assessment

A cultural assessment is the critical first step in building a unified post-merger organization—but it shouldn’t exist in a silo. Everboarding makes this process actionable by turning assessment insights into dynamic, ongoing communication and learning experiences that resonate with employees long after the deal closes.

Through everboarding, organizations can:

  • Surface and address cultural discrepancies early and consistently, using pulse surveys, digital feedback loops, and sentiment analysis to guide communication strategy.
  • Personalize post-assessment learning paths based on role, region, or legacy company to ensure employees understand the new cultural norms and behavioral expectations in context.
  • Translate assessment insights into tangible action, embedding cultural bridging strategies into ongoing employee touchpoints, manager toolkits, and leadership messaging.

Rather than letting cultural assessments collect dust, everboarding transforms them into a living foundation for cultural alignment.

Sustaining Aligned Values and Goals Through Everboarding

Aligning company values and goals post-merger isn’t a one-time event—it requires sustained reinforcement and storytelling. Everboarding provides the infrastructure to continuously communicate and embody the new organization’s shared purpose, so employees not only understand it but feel connected to it.

With everboarding, organizations can:

  • Deliver staged messaging and training that highlights the unified vision, reinforcing values and business objectives over time.
  • Activate leadership at all levels through ready-to-use content and talking points, enabling consistent reinforcement of aligned values and strategic goals in every interaction.
  • Support employee adoption through repeated exposure, peer learning, and milestone-based campaigns that build belief and behavioral alignment gradually.

By weaving the NewCo’s purpose and priorities into the day-to-day employee experience, everboarding ensures that cultural alignment isn’t aspirational—it’s operational.

Supporting Leaders and Managers in Everboarding

Leaders engaging employees during the onboarding process.

Supporting leaders and managers is crucial for maintaining continuous employee engagement during mergers and acquisitions. Leaders and managers serve as the primary point of contact for employees during these transitions, playing a pivotal role in addressing employee concerns and maintaining morale. Effective sponsors visibly participate in the change process, build sponsorship coalitions, and communicate directly with employees to enhance engagement.

Leadership involvement significantly increases employee engagement during organizational growth. Town hall meetings and open-door policies facilitate interaction between employees and senior leaders, ensuring that concerns are addressed and trust is maintained. Employee involvement is crucial in this process, especially when considering the role of senior leadership.

Effective change management is essential. It ensures individuals are motivated to help the merger succeed.

Providing Leadership Training

Providing leadership training is essential to equip leaders with the skills to communicate effectively and address employee concerns during mergers and acquisitions. Training senior leaders and middle managers ensures they are prepared to handle the complexities of the M&A process and maintain employee engagement.

One effective model to support individual change development in employees is the Prosci ADKAR Model. Regular training refreshers can help prevent knowledge fade among employees adjusting to new tasks. Establishing cultural ambassadors can also facilitate the alignment of values and promote a unified organizational culture.

By investing in leadership training, organizations can ensure that their leaders are equipped to navigate the challenges of the merger process and maintain a motivated and engaged workforce.

Empowering Managers to Engage Employees

Empowering managers is crucial for maintaining continuous employee engagement during M&A. Providing managers with robust support systems and resources enables them to foster a more engaged workforce. Key ways to empower managers include:

  • Providing robust support systems and resources
  • Offering leadership training to equip managers with essential communication skills
  • Enabling managers to effectively address and alleviate employee concerns throughout the merger process.

Ultimately, well-empowered and trained managers can enhance employee morale and overall business continuity during M&A transitions. By empowering managers, organizations can ensure that employees remain engaged, informed, and motivated throughout the merger process, leading to a more successful integration.

Facilitating Effective Decision Making Through Everboarding

Periods of organizational change—particularly mergers and acquisitions—require swift, thoughtful, and aligned decision making at every level. Everboarding empowers employees and middle managers to navigate these transitions with confidence by ensuring they are continuously informed, equipped, and connected to the evolving priorities of the organization. Rather than relying on one-time change announcements or static training, everboarding delivers a cadence of contextual learning and communication that helps employees stay aligned with strategic goals while adapting to new responsibilities and environments.

As decision-making authority often shifts during integration, middle managers play a pivotal role in bridging top-down strategy with frontline execution. Everboarding supports this layer of leadership by delivering ongoing enablement content, leadership guidance, and timely updates that reinforce clarity, autonomy, and accountability. When managers are consistently supported through everboarding, they’re better able to coach their teams, model desired behaviors, and facilitate collaborative decisions that reflect the NewCo’s purpose and values.

In tandem, a culture of open communication is reinforced through continuous messaging touchpoints, digital check-ins, and feedback loops, ensuring that employees not only receive information—they feel heard and involved. This two-way flow of communication, sustained through everboarding, creates an environment where people are more likely to take initiative, contribute insights, and make decisions rooted in shared objectives. Ultimately, this builds a more resilient organization—one in which decision making is not just informed, but inclusive, agile, and aligned with long-term success.

Maintaining Employee Morale and Retention Through Everboarding

Employee morale is a determining factor in whether a merger or acquisition results in successful integration or internal disruption. During times of significant change, uncertainty can erode trust, reduce productivity, and lead to disengagement—especially if communication is inconsistent or support is lacking. Everboarding offers a proactive, sustained solution by ensuring that employees are regularly informed, reassured, and connected to the organization’s evolving identity.

Rather than relying on one-time onboarding or fragmented updates, everboarding creates a steady rhythm of communication and enablement across the full lifecycle of the integration. Employees are not only kept in the loop about structural and cultural changes—they’re also given space to engage with those changes in meaningful ways. This continuous reinforcement of purpose, role clarity, and organizational direction enhances resilience, builds trust, and mitigates the kind of sentiment drift that typically leads to attrition.

Critically, everboarding helps address the costliest risk of M&A transitions: employee turnover. When key personnel leave—especially from the acquired company—the organization loses institutional knowledge, continuity, and momentum. Everboarding counters this by keeping people connected to the company’s purpose and giving them the tools and recognition they need to stay engaged and committed through each phase of change.

Recognizing and Rewarding Employee Contributions

Amid the chaos of mergers and acquisitions, employee recognition can become an afterthought. Yet acknowledging contributions is one of the most effective ways to maintain morale, especially when people are being asked to navigate uncertainty, pick up new responsibilities, and operate in newly formed teams. Everboarding ensures that recognition isn’t episodic or leader-dependent—it’s embedded in the system and delivered consistently across the organization.

With everboarding, recognition campaigns can be built directly into the cadence of post-merger communications. Whether through recurring manager prompts, spotlight segments in internal newsletters, or automated milestone messages, employees regularly receive acknowledgment that reinforces their importance and impact. This consistent reinforcement not only boosts individual morale but also signals to the broader workforce that contributions will be seen, valued, and rewarded—even in the midst of transition.

Recognition through everboarding also scales effectively across both legacy organizations, helping unify cultures by celebrating shared wins and aligning behavior with new values. It cultivates a culture of appreciation at a time when it’s most needed—when employees are deciding whether to disengage or lean in.

Offering Career Development Opportunities

For many employees, mergers and acquisitions can feel like a professional holding pattern or even a dead end. Career development becomes an essential tool for rebuilding confidence and strengthening retention—especially when employees are unsure how they fit into the new structure. Everboarding turns development into a continuous, role-relevant journey that evolves alongside the organization’s needs.

Rather than pushing out generic training modules or one-size-fits-all development plans, everboarding allows companies to tailor learning experiences to the new reality of the merged organization. Employees receive ongoing guidance, skills training, and leadership development that not only helps them succeed in their current roles but positions them for future opportunities. This signals a clear investment in their long-term growth—reinforcing the employee value proposition at a time when skepticism may be high.

Everboarding also helps reduce resistance to change by proactively equipping employees with the knowledge and tools they need to adapt. Instead of feeling blindsided by new expectations, they are supported through incremental learning moments that build competence and confidence. The result is a more agile, engaged workforce that sees change not as a threat, but as a growth opportunity.

Overcoming Challenges in Everboarding During M&A

Successfully navigating the challenges of everboarding during mergers and acquisitions requires a proactive and structured approach. One of the most significant hurdles is managing cultural integration between the acquiring and acquired companies. Conducting a thorough cultural assessment helps identify both similarities and differences, allowing organizations to develop an integration strategy that addresses potential friction points and supports a unified company culture.

Employee retention is another critical challenge, especially when it comes to retaining key talent and new employees who may feel uncertain about their future. Organizations must prioritize their employee value proposition, reinforce the company’s culture, and ensure strong leadership team engagement to keep employees motivated and committed.

Providing ongoing support, resources, and a positive everboarding experience helps new employees adapt to the integration process. Regular feedback mechanisms, such as pulse surveys and focus groups, are invaluable for identifying areas for improvement and ensuring that employees remain aligned with the company’s vision and goals.

By addressing cultural differences, supporting employee retention, and maintaining open lines of communication, organizations can overcome the challenges of everboarding and create a more engaged, resilient, and high-performing workforce during M&A transitions.

Monitoring and Adjusting Everboarding Strategies

Monitoring and adjusting everboarding strategies based on continuous feedback is vital for maintaining employee engagement during mergers and acquisitions. It is also essential to regularly identify key stakeholders—both internal and external—and tailor everboarding strategies to address their evolving needs throughout the M&A process. Key actions include:

  • Gathering and monitoring employee feedback regarding communication effectiveness to ensure concerns are addressed and strategies remain relevant.
  • Regularly assessing the communication strategy to identify its effectiveness.
  • Ensuring the communication strategy’s relevance.
  • Making necessary improvements based on assessments.

Establishing clear communication objectives is also crucial to ensure transparency, maintain employee morale, and align organizations with the company’s vision. Continuously monitoring and adjusting strategies ensures everboarding efforts remain effective and responsive to employee needs and concerns.

Setting Key Performance Indicators

Setting key performance indicators (KPIs) is crucial for measuring the success of communication strategies after a merger. Defining KPIs allows organizations to track success and make informed adjustments to their strategies.

Establishing clear KPIs ensures communication efforts align with desired business outcomes and provides a benchmark for evaluating everboarding strategies.

Adapting Strategies Based on Feedback

Adapting strategies based on continuous employee feedback is essential for maintaining employee engagement during the M&A process. Companies should:

  • Continue to collect employee feedback throughout the M&A process to understand concerns and make necessary adjustments to their strategies.
  • Regularly collect employee feedback to identify issues.
  • Adapt their communication strategies effectively based on the feedback received.

Leadership and HR teams should be open to modifying their messaging and timelines. They should also adapt their engagement tactics according to the feedback received. Continuously adapting communication strategies to align with employee sentiments and feedback ensures everboarding efforts remain relevant and effective, enhancing overall engagement and satisfaction.

Summary

In summary, everboarding is a crucial strategy for maintaining continuous employee engagement during mergers and acquisitions. By emphasizing ongoing engagement, organizations can help employees adapt to the cultural and operational changes that accompany M&A transactions. Effective communication, continuous feedback mechanisms, cultural alignment strategies, and leadership support are all essential components of a successful everboarding strategy.

By investing in these strategies, organizations can ensure a smoother integration process, higher employee retention, and a more engaged and motivated workforce. Everboarding not only helps employees navigate the complexities of M&A but also fosters a resilient workforce ready to embrace change and drive organizational growth. As you embark on your M&A journey, remember that continuous engagement through everboarding is key to achieving a successful integration and maintaining a motivated and productive workforce.

Frequently Asked Questions

What is everboarding, and how does it differ from traditional onboarding?

Everboarding is a continuous approach to employee engagement throughout their entire tenure, differing from traditional onboarding that only addresses the initial employment phase. This ongoing process fosters a lasting connection and development for employees.

Why is communication important during mergers and acquisitions?

Communication is crucial during mergers and acquisitions as it reduces uncertainty for employees and fosters trust, ultimately maintaining business focus and sustaining momentum throughout the process.

How can organizations maintain employee engagement during M&A?

Organizations can effectively maintain employee engagement during mergers and acquisitions by implementing continuous feedback mechanisms, aligning company values with shared goals, supporting leadership, and recognizing employee contributions. This approach fosters a sense of stability and motivation among employees during transitions.

What role do leaders and managers play in everboarding during M&A?

Leaders and managers are crucial in everboarding during M&A as they serve as the primary point of contact for employees, addressing concerns and maintaining morale. Their involvement ensures continuous engagement and a smoother transition for all parties involved.

How can organizations adapt their everboarding strategies based on feedback?

Organizations can enhance their everboarding strategies by consistently gathering employee feedback and adjusting their approaches—such as messaging and timelines—according to the insights received. This adaptability will ensure that their efforts remain effective and aligned with employee needs.

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Joey Rubin specializes in content creation, marketing, and HR-focused learning enablement. As Head of Product Learning at ChangeEngine, he helps People leaders design impactful employee programs. With experience in SaaS, education, and digital media, Joey connects technology with human-centered solutions.