Post-Merger Integration Guide
Where Are We Going?
High-level integration planning defines the future state (approximately 6 weeks)
- Defines the strategic direction for key parts of the business
- Paints a picture of the future state in each functional/business area
How Do We Get There?
Detailed integration planning defines the transition (approximately 6 to 8 weeks)
- Dictates detailed steps and timing for the many initiatives required to drive the transition
- Prepares plans to be “handed off” to eventual organization owners1 for implementation and includes enough detail to support budgeting.
Detailed Planning Deliverables
- Detailed Planning Template
- Recap of Recommendations with descriptions of status by phase (PreClose, Day 1, Integration Complete)
- Project list/summary and major steps
- Includes resource requirements
- Includes dependencies and linkages
- Key Ingredients for Success
- Risk Assessment (Customer, Deal Value, Business)
- Includes probability/impact and mitigating actions
- Communications Plan
- Remaining Outstanding Issues/Decisions Required
- Project Plan (or plans)
- Updated Synergy Template ...
Slide titles:

PRITCHETT'S Role

Merger Risks

Success Factors

High-Level Plan Team Presentations

Roles

What and When is Day 1?

Day 1 Team Guiding Principles

First View Day One Activities

Day 1 Next Steps

What’s Next– Post HLP

Attributes of Detailed Planning

Detailed Planning – Overall Timing

Detailed Planning Deliverables

Detailed Planning Deliverables: Planning Teams

Key Messages – Taking it Back