Agenda
- NewCo Vision
- Guiding Principles
- Steering Committee: Roles and Responsibilities
- IMO: Roles and Responsibilities
- Team Leads: Roles and Responsibilities
- Integration Manager: Selection Criteria
- Steering Committee: Key Planning Deliverables
- Integration – Weekly Meeting Process
Guiding Principles
- Live our values — no compromise
- Work together — no “us and them”
- Act with urgency — make decisions quickly
- Be accountable — deliver on our integration objectives
- Be courageous — we will fix mistakes we make
- Keep it simple — don’t over-complicate
- Integration is the priority for those on the team
- Others stay focused on running our businesses well
- Treat those leaving with dignity and respect
Steering Committee Roles and Responsibilities
- Provides strategic direction & sets priorities
- Has ultimate ownership and decision-making authority
- Pushes M&A integration team to exceed targets
- Resolves major escalated issues and removes barriers
- Ensures appropriate resources are provided
IMO Roles and Responsibilities
- Manages overall integration effort through all phases
- Establishes timing and milestones
- Holds team accountable for meeting milestones on time
- Creates required reporting and project management templates
- Onboarding and training for integration team
- Solves “ad hoc” integration issues & raises decision needs to SC ...