M&A Integration Work Stream Charters

  • Sales
  • Marketing
  • Legal
  • Finance
  • Human Resources
  • Security
  • Information Technology
  • Go to Market
  • Quote to Cash
  • Communications
  • Development
  • Product Introduction

Charter Sections

Team Resources
From both Acquirer and Acquired Co.

Mission / Objectives
Clear mission statement articulating what the team needs to accomplish, its primary objectives and key operating decisions that have been made

Key Dependencies (Identify functional team)
Summary of critical dependencies each team has to complete its tasks

Out of Scope / Deferred Past 180+ Days
Activities/initiatives not specifically part of the integration

Risks / Mitigation Plan ...

Slide titles:

M&A Integration Charters


M&A Integration Charter Template

Information Technology Charter

Finance Charter

Human Resources Charter

Sales Charter

Legal Charter

Marketing Charter

Security Charter

Go-to-Market Charter

Quote-to-Cash Charter

Communications Charter

Application Development Charter

Product Introduction Charter