Full Access to MergerIntegration.com

Attendees of the Merger Integration Certification Workshop are granted a free one-year subscription to everything on MergerIntegration.com. PRITCHETT has populated the site with the best deliverables from 35 years of M&A integration consulting projects.

    Available on MergerIntegration.com

    Click on the below links (highlighted in blue) for more information on materials.

    playbook

    Playbooks

    M&A Integration - $20 Billion Acquisition
    M&A Integration - $8 Billion Acquisition 
    Merger Integration - $900 Million Acquisition
    Acquisition Integration - $100 Million Acquisition
    Merger Integration - $10 Million Acquisition
    Sales and Marketing
    Communications
    Day 1: Human Resources
    Day 1: Supplier Communications
    Employee Communications Kit
    Day 1: Customer Communications
    Communications Playbooks for Media, Social Media, and Websites - $760 Million Acquisition
    Customer Communications M&A Integration Playbook - $2 Billion Acquisition
    Employee Communications M&A Integration Playbook - $3 Billion Acquisition
    Supplier Communications M&A Integration Playbook - $3 Billion Acquisition

     

     

    tools

    Tools and Templates 

    Guiding Principles - Progress to Date
    A Primer on M&A Integration Governance
    Roles and Responsibilities During An Integration
    RACI Matrix – Post Merger Integration
    Example of Completed Governance Document and Governance Word Template
    Human Resources and Organization Design Charter 
    Human Resources/OD High-Level Plan from an M&A Integration
    How to Create a Quick, Simple M&A Integration Team Charter, plus Charter Example and Charter Template
    Evaluation of HR/OD High-Level M&A Plan
    M&A Integration Risk Impact/Mitigation Template
    Culture Mapping Exercise
    Merger Integration Risk Analysis
    Operating Style Analysis (Part I)
    Operating Style Analysis (Part II)
    How to Conduct the Operating Style Analysis plus the Operating Style Analysis Word Template   
    Risk-Based Preacquisition Due Diligence Review Template
    Four Levels of Change Survey  
    Culture Context Questionnaire
    FAQs for Employees  
    Example of Completed M&A Core Message Document and Core Message Template   
    Merger Communications Plan Checklist
    HR Due Diligence
    A Primer on Talent Assessment and Retention
    Staffing and Retention Checklist   
    Re-Recruitment Analysis and Plan
    Corporate Mergers and Acquisitions Survey on Human Resources Support Needed
    Example of a Kickoff Agenda for the Integration Team
    High Level M&A Plan Review Meeting: Questions, Open Issues, and Action Items T
    How to Identify Integration Priority Initiatives and Priority Initiatives Word Template
    Overall M&A Integration Scorecard
    Synergy Tracking Report
    Integration Management Office Tools
    Example of Completed Decisions Required Tracking Document and Decisions Required Tracking Word Template
    Example of Major Integration Milestones and Major Milestones Word Template
    Implementation Status Report  
    Integration Team Weekly Status Report  
    Feedback on Merger: Interview Guide
    At 90 Days - Activities by Work Stream
    M&A Integration Weekly Status Report - What and How to Report, Example, and Weekly Status Report Template  
    Example of a Lessons Learned Report and Lessons Learned Report Word Template
    Save Lessons Learned: Post-Merger Integration Best Practices Tracking Tool 
    Day -3 Through Day 1 M&A Communication Plan
    M&A Synergy Work Plan
    Information Technology: Day 1 Answers to Frequently Asked Questions
    Joint IMO Kickoff: Acquirer and Acquired Company
    223 Data Requests from Acquirer to Acquired Company for the Integration
    Acquirer's Approach to Talent Selection
    Welcome Week Letter to Acquirer's Leaders
    Organizational Announcements Communication Process, Schedule, and Format
    Acquisition Signing Day: Communications Overview and Schedule

     

    Checklist

    Checklists

    Human Resources M&A Integration Checklist
    Sales, Marketing, and Operational M&A Due Diligence Checklists
    Finance M&A Integration Checklist
    Information Technology M&A Integration Checklist
    Legal M&A Integration Checklist
    Business Development M&A Integration Checklist
    Operations M&A Integration Checklist
    Finance M&A Due Diligence Checklist
    IT M&A Due Diligence Checklist
    HR M&A Due Diligence Checklist
    Communications M&A Integration Checklist
    M&A Day 1 Checklist: Over 500 Tasks by Workstream to be Completed by Day 1
    First 30 Days Post-Close Checklist
    Day 1 Deliverables Extracted from Charters

     

     

    presentations

    Presentations

    M&A Integration Guiding Principles
    10 Guidelines for Effective Integration Teams
    Guiding Principles M&A Integration Management
    Approach and Structure for a Successful Integration
    Acquisition Integration: Strategy and Structure
    M&A Integration Approach
    Overview of M&A Planning Methodology
    M&A Integration Charter Examples
    Integration Team Kickoff Meeting Templates
    Change Management and Employee Engagement Team M&A Charter and Plan
    Kick Off Meeting - Integration Chartering
    Risks, Dependencies and Mitigation Steps by Function
    Communications Team Kickoff Meeting
    Risk Management
    Can you Identify the 3 Ill-Advised Remarks in this M&A Presentation?
    Culture in M&A – Hard Facts and Principles
    Building Commitment in M&A
    M&A Communication Tips
    Pre-Close Rules of Engagement
    AAA to Merge with XYZ Templates
    Merging: What to Expect
    Employee Orientation Plan
    Talent Retention Guidelines
    Flowcharts by Workstream
    Planning Session: Integration Teams
    Pre-Close Integration Planning
    Three Key Questions for the Integration Management Office
    Playbook Illustration
    Day 1 Overview: Communications and Marketing
    Day 1 Plan by Site and Function Executive Debrief: Detailed Planning Templates
    Detailed Planning Overview
    Detailed Planning Phase: Team Deliverables and Reporting
    Detailed Planning: Deliverables for Integration Teams
    Detailed Planning Requirements
    Functional Integration Team Plan Templates
    Steering Committee Integration Kickoff Meeting
    Integration Team Meeting
    High-Level Integration Plan Templates
    End-State Transition Process
    Integration Management Office: Implementation
    The M&A Integration Reporting Process
    Implementation Kick-Off Presentation for M&A Communication Team
    High Level Day One Communications Plan 
    Deliverables for the First 30 Days: Summary for Finance, HR, Legal, and Corporate
    Synergy Program Management
    Post-Merger Integration Assessment
    Integration Survey and Results
    Top 10 Common M&A Integration Mistakes
    Information Technology Help Desk: Key M&A Integration Tasks
    IT M&A Integration Program Managment
    IT M&A Integration Overview
    IT M&A Integration Approach
    Day Before Close, Day 1, and Day 2: Activities and Schedule
    Pre-Close Briefing: All M&A Integration Teams
    Joint IMO Kickoff: Acquirer and Acquired Company
    M&A Culture Assessment Summary
    Day 1 Messaging and Deliverables
    Integration Management Office Charter
    Answers to FAQs from Integration Planning Teams
    Smartsheet Tutorial for Integration Planning Team Members

     

    videos

    Videos

    What are the M&A Integration Guiding Principles in the Area of Preparation?
    Two Guidelines M&A Integration Managers Should Follow
    How Should You Select the Right M&A Integration Leader?
    What is the Role of the IMO (Integration Management Office)?
    What Are the Five Types of Integration Strategies?
    When Should You Use M&A Integration Consultants?
    What Key Guidelines Should Leaders Follow in a Merger?
    What Is an Effective Tool to Manage Any Naysayers on an M&A Integration Team?
    What Happens When the Wrong Employee Expectations Are Set?
    What Should You Do When Synergy Estimates Are Inflated?
    Why Move to One Performance Measurement System ASAP?
    Why Do "Staggered Experiences" Foul up M&A Communications? Why Set up Rolling FAQs?
    Who Should Communicate Key Messages During an Integration?
    Who Should You Try to Win Over in a Merger? What Percentage of the workforce Can You Expect to Be Defiant?
    What Are Critical IT Day One Activities and Risks?
    What Is a Symptom of Poor End Game Definition?
    What Is the Length of a Typical M&A Integration?
    How Should You Prioritize Workstreams?
    What Are Several Best Practices for Synergy Program Management?
    How Should an IMO Support Synergy Tracking?
    What Is an M&A Integration End State? When and How Should Teams Hand Off Remaining Activities?
    What Is an Example of a Good IMO Schedule?
    When Should Most M&A Integration Activities Occur?
    Which M&A Integration Mistake is the Most Common?
    Who Should You Interview and What Should You Ask to Capture Lessons Learned?

     

    articles

    Articles

    Burn Up the Road
    Engineer Early Success in Your Merger
    Move with Urgency to Re-recruit Your Keepers
    The Power of "Opening Moves"
    7 Secrets for a Kinder, Gentler Merger
    Start Managing the Integration When the Merger is Announced
    The Fundamentals of a Successful Merger Integration Strategy and Plan
    Pride and Prejudice: The Politics of Merging Boards of Directors by Price Pritchett, Ph.D. 
    Merger Motives: The Logic Behind Every Acquisition
    Corporate Mergers and Acquisitions: New Game, New Goals
    Plan Early on How to Capture Synergies and Accelerate the Post-Merger Integration
    M&A Research and Statistics for HR Executives in Acquired Companies Why Doesn’t HR Carry More Clout in M&A?
    How to Explain the Mergers & Acquisitions Process to Employees
    Why Merger Integration Management Training?
    Uncertainty: The Petri Dish for Integration Problems
    When a Merger is in Your Future, Look Forward, Not Backward
    Why Should Human Resources in Acquired Organizations Provide Employees Merger Training?
    What Should Managers Do Between Merger Announcement and Close?
    Change Management for Employees in Mergers and Acquisitions
    Mistake #1: Expect Somebody Else to Reduce Your Stress
    A Key Employee Survival Step in an Acquisition
    A 120-Year Perspective on M&A
    Good at Change Management? So What?
    The Employee Guide to Corporate Divestitures
    Human Resources: Top Ten Things Employees Need in the Acquired Organization
    Bummed About the Acquisition?
    What an Acquired Organization Needs from Employees Prior to Close
    Merging? Cut Management Some Slack
    The Psychological Hit of Merger Integration
    Might as Well Embrace Uncertainty
    How "Good" Deals Go Bad: The Most Common Causes of M&A Failures
    The Most Common Complaint During Merger Integration
    Mayday! Mayday! The Top 10 Distress Signals in Merger Integration
    Reduce the Risks and Costs of Mismanaged Mergers, Takeovers, and Consolidations
    How Good Are You—Really—at Merger Integration?
    The Most Dangerous Phase of Merger Integration
    Which is Easier—Making the Deal or Making the Deal Work?
    Four Common Approaches to Merger Integration That You Should Avoid
    Dealing With Resistance to Change? Remember the "20-50-30 Rule."
    Don't Get Cocky: M&A Integration Risks and Challenges
    A Man Walks Into a Bar . . .
    Corporate Culture Research: The "X Factor" in Merger Success and Failure
    Corporate Culture and M&A
    Top 15 Common Communication Mistakes in a Corporate Merger and Acquisition
    Expect These M&A Questions from Employees, Customers, Vendors, the Community, and the Media
    5 Things You Should Never Say in Announcing the Deal
    HR Executive Post-Merger Communication to Employees
    Noise: The Communication Crisis in Corporate America
    HR Planning: When and What to Communicate to Employees in a Merger and Acquisition
    HR M&A Communication Employee Meetings: Announcement, Day One, and Post-Close
    Why the New Social Media Is So Dangerous During Merger Integration
    Top Ten Reasons Why More Employee Communication Is Necessary When Merging Companies
    "I Love You. You're Perfect. Now Change."
    Merger Lesson from a Nobel Prize-Winning Psychologist
    Merger Communications Nightmare: A Case Study
    Sugar-Coated Merger Announcements Leave a Sour Aftertaste
    Post-Acquisition: Customer Survey and Letter
    Note to Execs Announcing a Merger: Take Some Advice from a Hit Man!
    How to Avoid Productivity Drop-Offs During a Merger
    Take Care of the "Me" Issues in a Hurry
    Build a Powerful Onboarding Process
    How to Retain Key Talent in an Acquisition
    Be Willing to Be Unfair in a Merger
    Why Not Evaluate the Acquired Company's Management on Corporate Profits?
    The Case for Leadership Due Diligence in M&A
    Do "Stay Bonuses" Really Work?
    What's Next?: The Hard-Core Truth About How to Get Hired
    Ten Common Mistakes Managers Make During Job Status Notification
    Mergers and Acquisitions: The HR Process for Making Staffing Decisions
    HR Best Practices: How to Manage Staff Reductions and Separations in Mergers
    The Right Human Resources Approach to M&A Turnover
    Post Merger: How to Design the New Organizational Structure
    The Comeback
    Three Sources of Management Turnover in an Acquisition
    The "True" Turnover Cost of Key Employees in an Acquired Company
    How to Keep Your "A Players" in a Merger: Six Guidelines
    The Post-Merger Integration Plan—Combining Resources, Assets, and Processes
    When Big Guys Buy Small Fries
    Checklist: Forming Your Merger Integration Teams
    Tighten up the Integration Time Frame
    Acquisition Integration Requires Bold Strokes
    Acquisition Integration: Push Through the Yield Point
    Acquisition Integration Project Management: Fundamentals and Common Mistakes
    Post-Merger IT Integration: Adopt and Go
    Put Dollar Signs on Your M&A Decisions
    Manage Employee Turnover: A Direct By-Product of an Acquisition Integration
    Keep the Focus on Clients during Acquisition Integration
    The Post Merger Integration Audit
    Can You Identify the #1 Hot Spot in Merger Integration?

     

    books

    Books

    Mergers: Growth in the Fast Lane
    Making Mergers Work
    Smart Moves: A Crash Course on Merger Integration
    After the Merger: Managing the Shockwaves

     

     

    webinar

    Webinars

    Top 10 Ways to Protect your Career in a Merger
    What is the #1 Cause of Merger Failure?
    Most Mergers Do Not Fail: Conventional Wisdom is Wrong

     

     

    assessment

    Assessments

    Operating Style Analysis
    Culture Context Questionnaire
    Merger Risk Analysis
    Impact of Merger Survey

     

     

    software

    Software

    Tools included in our eMerger Software:

    Communication Major Events Timeline
    Comparative Analysis Review Agenda
    Comprehensive Plan Presentation Agenda
    Comprehensive Plan Presentation Notification
    Confidentiality Guidelines and Suggestions
    Contact Sheet for Integration Team and Task Forces
    Core Message Document
    Corporate Strategy Analysis
    Criteria for Selecting Integration Team and Task Force Members
    Decisions Required Tracking Document
    Financial Impact Analysis
    Goals Worksheet Implementation Plan
    Integration Methodology Presentation
    Integration Planning Budget
    Integration Project Team Structure
    Integration Strategy Definition for Integration Team
    Integration Strategy Definition for Task Forces
    Integration Strategy Worksheet
    Integration Team High Level Integration Plan
    Kickoff Agenda for Task Forces
    Kickoff Agenda for the Integration Team
    Kickoff Notification for Task Forces
    Kickoff Notification for the Integration Team
    Kickoff Presentation for the Integration Team
    Lessons Learned Report
    Major Milestones
    New Word Glossary Form
    Organizational Structure and Asset Review
    Overview of Merger and Acquisition Concepts and Terminology
    Press Release Outline
    Priority Initiatives
    Roles, Responsibilities and Governance Matrix
    Task Force Detailed Project Plan
    Task Force High-Level Initiatives Worksheet
    Task Force Integration Checklist
    Task Force Matrix
    Announcement Presentation to Acquiring Company Employees
    Announcement Presentation to Employees of the Acquired Company
    Anticipating Questions
    Charter for Communication Announcement Team
    Charter for Communication Task Force
    Common Communication Mistakes
    Communicating Confidentiality Guidelines and Suggestions
    Communications Matrix for Announcement
    Core Message Data
    Core Message Document
    Customer Letter
    Decisions Required Tracking Document
    Development Plan for Announcement Communications
    Employee Communication Effectiveness Survey
    Employee Letter/Email
    Evaluating Communications Effectiveness
    Event Evaluation Form
    Guidelines for Communicating with Employees
    Impact of the Merger Survey
    Key Points to Share with the Communications Announcement Team at Kickoff
    Kickoff Agenda for the Communications Announcement Team
    Kickoff Presentation for the Communications Announcement Team
    Leader's Guide
    Lessons Learned Report
    Meeting Logistics
    Newsletter Updates
    Ongoing Communications Development Plan
    Ongoing Communications Matrix
    Press Release
    Roles and Responsibilities During Integration
    Selecting Communications Announcement Team Members
    Selecting Skilled Messengers
    Skilled Messenger Issues Log
    Skilled Messenger Program Kickoff Materials
    Skilled Messenger Program
    Task Force Weekly Status
    Time Schedule for Announcement Communications
    Time Schedule for Ongoing Communications

     

    case studies

    Case Studies

    Charter creation, risk analysis, and priority identification exercises for IMO, human resources, information technology, and product development integration teams

     

     

    research

    Research

    The X Factor in Mergers and Acquisitions