Integration Management Office Meeting Objectives

Align on business principles and integration priorities:

  • Review integration strategy and key objectives
  • Review governance structure, roles and responsibilities
  • Review and reinforce integration philosophy

Agree to way of working together:

  • Review rules of engagement to ensure pre-close compliance with anti-trust guidelines
  • Build an alignment around meeting cadence and reporting structure

Begin with integration workplan development:

  • Review key elements of the communication plan 
  • Align around the workstream objectives outlined in the draft team charters
  • Discuss and prioritize each workstream’s initiatives
  • Review next steps and timing for workplan development

Integration Guiding Principles

  • Enhance value for both companies
  • Maintain the value already created in each company
  • Make the best choice for the future business
  • Maintain market momentum
  • Make decisions based on best for the future business
  • Not best of both or trading off
  • Rigorously plan and manage the program
  • Adopt earlier, where possible
  • Respect stated values of each company
  • Keep and inspire the best people


Slide titles:


Post-Merger Integration Planning Meeting
Post-Merger Integration Planning Meeting
Agenda
Agenda
Meeting Objectives
Meeting Objectives
Background
Background
Key Facts
Key Facts
Value Drivers
Value Drivers
NEWCO Financial Goals
NEWCO Financial Goals
Integration Guiding Principles
Integration Guiding Principles
Rules of Engagement
Rules of Engagement
Data Harvesting
Data Harvesting
Data Harvesting Process
Data Harvesting Process
Pre-Close Legal Rules of Engagement
Pre-Close Legal Rules of Engagement
Pre-Close Legal Rules of Engagement (cont.)
Pre-Close Legal Rules of Engagement (cont.)
Integration Goals and Priorities
Integration Goals and Priorities
Integration Objectives
Integration Objectives
High Priority Initiatives
High Priority Initiatives
Day 1 Mandatory Example
Day 1 Mandatory Example
Day 1 & First 30 Day Priority (Example)
Day 1 & First 30 Day Priority (Example)
Integration Risks
Integration Risks
Typical Integration Risks
Typical Integration Risks
Types of Risks
Types of Risks
Issues & Risks - Sales Workstream (Example)
Issues & Risks - Sales Workstream (Example)
Integration Phases and Timelines
Integration Phases and Timelines
Integration Phases
Integration Phases
High-Level Timeline
High-Level Timeline
Pre-Close Integration Timeline
Pre-Close Integration Timeline
Integration Timeline: Pre-Close To Day 1 to Day 65
Integration Timeline: Pre-Close To Day 1 to Day 65
Integration Planning Process Overview
Integration Planning Process Overview
Governance
Governance
Integration Governance
Integration Governance
Roles and Responsibilities - Steering Committee
Roles and Responsibilities - Steering Committee
Roles and Responsibilities - Integration Management Office
Roles and Responsibilities - Integration Management Office
Roles and Responsibilities - Functional Leads
Roles and Responsibilities - Functional Leads
Roles and Responsibilities - Workstream Resources
Roles and Responsibilities - Workstream Resources
Meeting Cadence
Meeting Cadence
Agenda of IMO Status Update Meetings
Agenda of IMO Status Update Meetings
Integration Team Charters and Workplans
Integration Team Charters and Workplans
Integration Workplans
Integration Workplans
Communications
Communications
Communication Goals
Communication Goals
High-Level Communication Plan
High-Level Communication Plan
Communication Objectives
Communication Objectives
Communications Plan (Pre-Day 1)
Communications Plan (Pre-Day 1)
Communications Plan (Day 1)
Communications Plan (Day 1)
Communications Plan (Day 1 Onwards)
Communications Plan (Day 1 Onwards)
What Should We Tell Our People
What Should We Tell Our People
Break Out Sessions
Break Out Sessions
Break Out Session Approach
Break Out Session Approach
Instructions For Breakout Session - #1 Workstream Individual Breakout
Instructions For Breakout Session - #1 Workstream Individual Breakout
Setup - #1 Workstream Individual Breakout
Setup - #1 Workstream Individual Breakout
Instructions and Setup For Breakout Session - #2 Interdependency Breakout
Instructions and Setup For Breakout Session - #2 Interdependency Breakout
IT - Breakout Work Session Output
IT - Breakout Work Session Output
Objectives and Instructions
Objectives and Instructions
Work Session Objectives & Instructions
Work Session Objectives & Instructions
Instructions For Breakout Session - #3 Workstream Individual Breakout
Instructions For Breakout Session - #3 Workstream Individual Breakout
Integration Decisions
Integration Decisions
Templates
Templates
Day 1 & First 30 Day Work Session Template
Day 1 & First 30 Day Work Session Template
Workstream Team Charter
Workstream Team Charter
Next Steps: Weekly Update
Next Steps: Weekly Update
Integration Workplan Example
Integration Workplan Example
Workstream Sales
Workstream Sales
Workstream Manufacturing
Workstream Manufacturing
Workstream HR
Workstream HR
Workstream Finance
Workstream Finance
Workstream Communications
Workstream Communications
Workstream IT
Workstream IT
Workstream Legal
Workstream Legal