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...

Slide titles:

Required To Complete - Functions

Required To Complete - Programs

Monitoring Progress Toward Detailed M&A Integration Planning Completion

Review w/Core Team or SC

Suggest Level of Review

Additional Detail On “Project Costing”

Cost and Synergy Estimating and Tracking Roles