Agenda

  • Integration Guiding Principles
  • High-Level Integration Plan
  • Integration Timeline
  • Value Drivers
  • Governance Structure
  • Governance Teams
  • Steering Committee Roles & Responsibilities
  • IMO Roles & Responsibilities
  • Integration Meeting Cadence
  • Integration Deliverable Examples

Key Milestones

  • Email cutover
  • Network cutover
  • Functional integration (HR/IT/Finance)
  • Leadership organization structure
  • First 30 days org changes (when needed)
  • Interim month-end close process
  • Communication plan (internal/external) pre-close through post-close
  • HRIS cutover
  • Payroll cutover
  • Benefits cutover
  • Confirm talent retention and transition plans
  • Works Council and other employee matters (unions, etc. US/non-US)
  • Go to market strategy
  • Product roadmaps
  • System identification and cutover planning ...


Slide titles:



Post-Merger Integration Strategy and Teams

Agenda

Integration Guiding Principles

High-Level Integration Plan

High-Level Integration Plan

Integration Timeline

Value Drivers

Governance Structure

Governance Teams

Steering Committee

IMO

Integration Meeting Cadence

Integration Deliverables Examples

SteerCo Dashboard (Example)

Charters (Example)

Status Report (Example)