Post-Merger Integration Certification Workshop

Participants learn how to use a flexible and scalable playbook for planning and implementing integrations. Our methodology has three different work streams: Project Management (the PMO), Business Integration (where and how you realize targeted synergies), and Change Management (the organizational/people issues).

Objectives

Attendees will be able to:

  • Translate the deal drivers into an overall integration scorecard
  • Cascade the scorecard down to individual integration teams
  • Establish the project governance needed to manage an integration effort
  • Develop an overall integration roadmap and detailed integration work plans for each integration team
  • Identify where and how synergies will be realized

Materials

Each participant will receive the handbook, Smart Moves: A Crash Course on Merger Integration, plus a free copy of PRITCHETT's eMerger Software ($2,495 value). eMerger is packed with more than one hundred integration templates, checklists, matrices, and examples of actual task force deliverables.

Length

Two days
8:30 AM - 5:00 PM each day

Workshop Benefits 

  • Greater value capture
  • Better decisions
  • Faster integration

Workshop Outline

1 - Conceptual Overview

Causes of merger failure ... What we can learn from companies noted for their world-class integration capabilities ... Integration best practices ... Overview of the M&A integration methodology and tools.

2 - Integration Project Planning

Determine project structure ... Develop project governance ... Create integration scorecards ... Develop manpower redeployment strategy ... Assess talent ... Complete talent loss forecast ... Assess culture ... Develop talent retention plan ... Review business model and structure ... Determine level 1&2 leaders ... Complete risk management plan.
 

3 - 100 Day Plan Implementation

Provide leadership coaching ... Execute risk management, communication, and talent retention plans ... Stabilize base business of acquired entity ... Deliver early synergy wins ... Rationalize management systems.
 

4 - Synergy Capture

Capture longer-term revenue and cost synergies ... Track progress and note variances and unintended ripple effects ... Address capability gaps ... Complete business model & structure changes ... Align HR practices ... Hand off integration plan to line management team.