Planning 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:


Merger Risks

Success Factors

High-Level Plan Team Presentations


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