M&A Integration Timeline for These Key Areas:

  • Team Leads Identified
  • SMT Direction Finalized
  • Communication Update
  • Integration Kick Off/Process Starts
  • Team Charters
  • Team Structure & Operating Cost Recommendations to Accountable SMT Member (Business)
  • Team Structure & Operating Cost Recommendations to Accountable SMT Member (Functions)
  • SMT Review of Structure & Operating Cost Recs (All)
  • Integration Plan Drafts
  • Plan Optimization/Day 1 Prep
  • IMO Communication Updates
  • L2 Integration Plan Briefings
  • Close
  • Welcome Week Activities
  • Org Announcements
  • Employee Forum
  • 2018 Operating Budget Review
  • Synergy Tracking Process Recommendation
  • Synergy Gap Closure Initial Recommendations
  • Synergy Gap Recommendation Approval
  • Integration Plan Post Close Optimization Priorities & Recs
  • Synergy Status Reporting Begins

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