Post Merger Integration Management Prediction

  • It will become crazy busy. 
  • There will be a high volume of planned activity. 
  • And a very high volume of non-planned activity.

“In preparing for battle I have always found that plans are  useless, but planning is indispensable.”   - Dwight D. Eisenhower

Objective of Presentation

Defined process for efficiently and effectively:

  • Determining status of integration projects
  • Communicating status to/with senior leadership


  • Weekly project review of integration projects with a standard format for status reporting
  • Weekly program review with senior leadership to share status, objectives, issues and risks, to seek help as needed, and to receive executive guidance

Guiding Principle

  • No Surprises

Integration Management Office Guidance

1. This is the beginning of a discussion:

  • Format should be tailored to what works for you
  • Format  and process will evolve

2. No surprises: 

  • Honest status - the good, the bad and the ugly
  • IMO should never hear about a project issue from someone else before he hears it from you

3. Effective: 

  • Cover what you need to cover - the right content at the right level of detail

4. Efficient: 

  • Cover only what needs to be covered. 
  • No busy work - for you or your PMs;  leverage what you already have.

5. Commitment to a repeatable process:

  • Something that becomes almost automatic.  It becomes part of the flow of your week.

Next Steps

  1. Review the template deck today
  2. Discuss how work should be grouped and what work should be covered
  3. Initial preview run in two weeks
  4. Weekly updates thereafter...

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