Post-Acquisition Integration Checklist

Five-page post-acquisition integration checklist covers 9 workstreams: Human Resources, Sales, Marketing, Financial, Technology, Product, Interim Operating Model, Target Operating Model, and Corporate Workstreams.

Human Resources Workstream

• Execute periodic pulse checks with all key employees for the first 6 months
• Identify, report, and manage any flight risks
• Create a refreshed employer branding strategy with country or function specific nuances (e.g. IT in India)
• Develop and deliver inside sales training
• Design leadership and mentor programs in line with Acquirer's approach
• Design process for filling roles/candidate selection
• Write contracts for all necessary/new roles
• Agree on standardization of the Employee NPS process and execution timing
• Compile list of personnel for ex pat assignments
• Align performance/reviews
• Align benefits/compensation
• Align learning and development
• Implement new organization model

Sales  Workstream

• Hold Sales workstream kick off call
• Create go-to-market strategies and execution plans by region
• Design and deploy a sales operating model for the business unit including structure, governance, pricing approvals and business plan alignment
• Perform a pricing alignment and benchmarking exercise across regions and segments
• Identify key Acquirer client relationships and create cross-sell plans
• Develop sales model design and plan
• Implement sales model
• Consolidate a client list with all key internal and external contacts globally
• Leadership meets with top 50 clients within the first 60 days post-close
• Develop a nurture plan for all top 50 clients and distribute targets across the business
• Create a client health check barometer for all clients
• Design and oversee a client experience improvement initiative ...

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