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PHASE 1
HIGH-LEVEL PLANNING
Step 1: Define M&A Integration Strategy and Guiding Principles
Step 2: Determine M&A Integration Governance
Step 3: Conduct Integration Management Office (IMO) Kickoff Meeting
Step 4: Provide Post Merger Integration Training
PHASE 2
DETAILED PLANNING
Step 5: Develop Post Merger Integration Risk Management Plan
Step 6: Develop M&A Culture Integration Plans
Step 7: Develop M&A Communication Plans
Step 8: Develop M&A Staffing & Retention Plans
Step 9: Develop M&A Project Integration Plans
PHASE 3
EXECUTION
Step 10: Execute Acquisition Integration Plans
Step 11: Capture M&A Integration Lessons Learned
M&A INTEGRATION
CONSULTING & TRAINING
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January 24 - January 26, 2022
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Slide titles:
Finance
Information Technology
HR
HR (continued)
Procurement
Safety
Legal
Environmental
Work Stream 1
Work Stream 2
Work Stream 3
Work Stream 4
Work Stream 4 (continued)
Work Stream 5
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Step #1 in M&A Integration
