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