Meeting Objectives
Review and agree on the role of the Integration Steering Committee
Review and agree on the role of the Integration Manager
Review and agree on the Integration Team Structure
Review and agree on the Integration Value Drivers
Review and agree on the Integration Guiding Principles
Review and agree on the Non-Negotiables
Review and agree on the Integration Approach
Review and agree on the Program Management
Review and agree on the Detailed Integration Planning Deliverables
Role of Integration Steering Committee
Coordinate the overall integration approach with deal milestones and regulatory approvals
Define and communicate integration objectives, parameters, and strategy
Articulate guiding principles for integration
Monitor progress of integration planning and implementation and report progress to the board
Approve recommendations from planning teams
Anticipate, assess, and manage risks
Remove roadblocks, make decisions and resolve issues
Coordinate communications among various teams
Role of Integration Manager
Define the overall planning structure and clarify scope to eliminate duplication of effort and ensure all critical integration issues are addressed
Define the process and timeline for global integration planning
Provide simple tools and template to facilitate planning efficiency and communication across the organization
Schedule and host regular Global Integration Steering Team meetings and cross-team plan reviews
Identify and frame critical open issues for decision making by the Global Integration Steering Team (serve as point for escalation)
Facilitate cross-team and cross-geography communication
Summarize integration objectives/goals and provide executive tools to manage overall implementation
Integration Team Structure
- Finance, Accounting, Legal
- Human Resources
- IT/Systems
- Marketing & Corporate Communications
- Global Client/Sales Operations
- Day 1 Team
Note: Each team will charter sub-teams as required.
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