Post-Merger Integration Phases

1. High Level Planning

Objectives:

• Finalize all core integration planning requirements & direction

Inputs:

• Deal thesis, target operating model, diligence information, executive input

Outputs:

• Integration principles and objectives
• Governance structure,  roles/responsibilities
• Communications strategy, core messages
• Workstream charters

2. IMO Kickoff

Objectives:

• Educate IMO participants and begin integration plan development

Inputs:

• Kick-off deck from Phase 1

Outputs:

• Next steps for plan development 
• Launch IMO weekly meeting cadence for Steering Comm., IMO and functional 1:1 meetings
• Deliver tools and templates training sessions with each workstream team

3. Detailed Planning

Objectives:

• Prepare Day 1 communications and functional integration plans

Inputs:

• Briefing deck and planning information

Outputs:

• Charters 
• Day 1 communications
• Post-close planning playbook
• Work Stream detailed plans
• Integration roadmap (key milestones and deliverables)

4. Execution

Objectives:

• Post-close implementation

Inputs:

• All planning elements

Outputs:

• Course corrections as necessary
• Initiative completion
• Issue and risk escalation and mitigation
• Post-close communication updates
• Transition to business units