Integration Management Office (IMO) Kickoff Agenda

Understand how we will work together:

  • Review rules of engagement to ensure pre-close compliance with HSR guidelines
  • Review our M&A integration process, structure, roles, and responsibilities
  • Build a solid foundation for ongoing teaming and collaboration …

Begin collaborating to enhance and evolve work in progress:

  • Review Day 1 messaging and key elements of the communication plan
  • Discuss & prioritize Day 1 and First 30 day initiatives and priorities
  • Align around the work stream objectives outlined in the team charter drafts

Begin integration work plan development:

  • Review next steps and timing for collaboration & work plan development

IMO Roles and Responsibilities:

  • Architect and manage the master integration timeline, all related activities, planning & execution deliverables
  • Assist with development of the integration plans for each work stream team
  • Provide tools & templates to help manage the work
  • Establish reporting framework for effective week-to-week management
  • Addresses cross-team dependencies and opportunities
  • Identify and escalate issues and risks 
  • Support stakeholder communication planning & execution
  • Secure auxiliary resources where needed ...


Slide titles:



IMO Responsibilities

Steering Committee Responsibilities

Timeline

Data Harvesting

Communication Plan Focus

Day 1 & Welcome Week Vision

Day 1 Deliverables - Playbooks

Day 1 Deliverables - Collateral

Day 1 Messaging Feedback Work Session

Day 1 Mandatory & First 30 Day Initiatives

Work Session Objectives & Instructions

Day 1 & First 30 Days Work Session Template

Integration Charters

Objectives & Instructions

Business Unit 1 – Key Objectives

Business Unit 2 – Key Objectives

Business Unit 3 – Key Objectives

Business Unit 4 – Key Objectives

Business Unit 4 – Key Objectives (cont.)

Business Unit 5 – Key Objectives

Business Unit 6 – Key Objectives

Business Unit 7 – Key Objectives

Finance – Key Objectives

IT - Key Objectives

HR – Key Objectives

HR – Key Objectives (cont.)

Safety – Key Objectives

Legal – Key Objectives

Environmental – Key Objectives

Workplan

Sensitive and NonSensitive Information

Protocols

Schedule