This 53-page post-merger integration 100-day plan provides tasks and detailed checklists for these integration work streams:

  • Due Diligence
  • Human Resources
  • Technology
  • Finance
  • Communications
  • Business Development
  • Legal

Everything is tied together in easily customizable excel spreadsheets that auto-calculate total budget costs and synergies. Plus, the documents auto-display timing of all major activities on Gantt charts.

Table of Contents     Page
Governance and Scope 3
0.0 IMO Due Diligence  7
1.0 Sales     11
2.0 IT     14
3.0 Legal     17
4.0 Treasury   20
5.0 Operations   23
6.0 HR     28
7.0 Finance   33
8.0 Communications   35
9.0 Safety     38
10.0 Product Development 41
Communication Matrix 42
Budget Summary: Synergies and CTA 43
Budget Tracking   44
Budget Worksheet   48
Dashboard     54

Keep in mind that as you implement changes from your 100-day plans, be on guard that people may still hold on to the past. Signs this is occurring:

  • Long-term customers start bypassing new systems to reach their old contacts
  • Customer habits force preservation of old systems longer than planned
  • Discontinued processes often continue running informally
  • Employees recreate eliminated systems using new tools
  • Old communication channels persist through personal relationships
  • Former reporting structures survive through informal networks