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 - Functions
Required To Complete - Programs
Required To Complete - Programs
Monitoring Progress Toward Detailed M&A Integration Planning Completion
Monitoring Progress Toward Detailed M&A Integration Planning Completion
Review w/Core Team or SC
Review w/Core Team or SC
Suggested Level of Review
Suggest Level of Review
Additional Detail On “Project Costing”
Additional Detail On “Project Costing”
Cost and Synergy Estimating and Tracking Roles
Cost and Synergy Estimating and Tracking Roles