Detailed M&A Integration Planning Requirements

Required to Complete List for Each Function

Functional Integration Action Plan
Project Definition Documents for each item that qualifies as a “Project”
Includes additional information on scope, project roles, and estimated project costs
Internal resources
External resources/expense
Other expense
Capital
Project Plan (Gantt chart) for each item that qualifies as a “Project.” Some functional teams are creating Gantt views of their Functional Integration Action Plans to help manage implementation
Business Requirements and Functional Requirements as Required. In many cases, Functional Requirements will be completed as part of plan implementation rather than as part of detailed planning.
Agreement from IT required on timing of Functional Requirements
Updated Synergy Spreadsheet - incorporates new information about timing and magnitude of synergy recognition and one-time costs (cost estimates identified as part of Project Definition Documents should feed one-time cost section of Synergy spreadsheet)
Buy-in/Approval From Accountable Executives
Review with Core Team and/or IMO

Required to Complete List for each Program

Program Charter Document
Project Definition Documents for each “Project”- includes additional information on scope, project roles, and estimated project costs
Internal resources...