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