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
Post-Merger Integration Strategy and Teams
Agenda
Agenda
Integration Guiding Principles
Integration Guiding Principles
High-Level Integration Plan
High-Level Integration Plan
High-Level Integration Plan
High-Level Integration Plan
Integration Timeline
Integration Timeline
Value Drivers
Value Drivers
Governance Structure
Governance Structure
Governance Teams
Governance Teams
Steering Committee
Steering Committee
IMO
IMO
Integration Meeting Cadence
Integration Meeting Cadence
Integration Deliverables Examples
Integration Deliverables Examples
SteerCo Dashboard (Example)
SteerCo Dashboard (Example)
Charters (Example)
Charters (Example)
Status Report (Example)
Status Report (Example)