The 28-page Merger Integration Playbook covers plans for these teams: Integration Management Office, Go To Market, Human Resources, Finance and Accounting, Information Technology, Legal, Communications, Facilities, and Engineering.

The first part of the Integration Management Office plan includes these actions:

  • Select participants
  • Setup clean/data room for document retention
  • Build initial RFI lists
  • Define deliverables
  • Kickoff integration due diligence
  • Produce status reports
  • Determine guiding principles
  • Clarify deal strategy, value drivers, mandates, and synergies
  • Perform culture assessment and analysis
  • Set up governance model
  • Hold SteerCo meetings
  • Create SteerCo presentations
  • Create workstream contact list
  • Hold IMO meetings
  • Publish workstream meetings calendar
  • Create Information Request List (RFI)
  • Develop charters 

Download the sample pdf to see the first page of the plans for six of the workstreams.