Step 4: Create M&A Charter

The first deliverable created by an integration team is a charter that specifies the team's purpose, deliverables, success criteria, budget, and schedule. The document outlines the “who, what, when, and how” elements of an integration. It also aligns expectations and very importantly, reduces the possibility of scope creep, one the most common afflictions of integrations. Scope creep occurs when activities are added little by little to the project until original timelines, numbers, and objectives are no longer viable. The boundaries for integration work should be well delineated in a integration team charter so the overlap of responsibilities is minimized and coordination of functions is more efficient.

In this section, we cover how to create this document. And we provide examples of charters and a high level-plan.

Plus, we include review exercises on charter creation specifically for the HR, sales, product development, and technology functions. We also provide presentations for kickoff meetings that explain the chartering and integration process to team members. 

Free Access

Tool

Completed HR OD Charter
Human Resources and Organization Design Charter
Includes charter statement, team scope (compensation, benefits, performance management, staffing, training, policies, etc.), key questions, deliverables, and critical success factors.
Completed HR OD Charter
Human Resources/OD High-Level Plan from an M&A Integration
20-page document includes the high-level plan, organization comparative analysis, future state recommendation, day 1 items, risk analysis, early wins, outstanding issues & decisions, and communication plan.
Create Merger Integration Charter
How to Create a Quick, Simple M&A Integration Team Charter plus Charter Example and Charter Template
Instructions on how to create a M&A Integration Charter to document a team's mission, goals, scope, boundaries, and deliverables. Plus a 2-page Charter example and 2-page Word template.

Partial or Restricted Access

Video

Presentations

Tools

Evaluation of Hr OD plan
Evaluation of HR/OD High-Level M&A Plan
Evaluation criteria in this 3-page Word document includes feedback to the HR/OD Team on The Team Charter, Plan, Organization Comparative Analysis, Future State Recommendation, Day 1 Items, Risk Analysis, Early Wins, Cost/Benefit Analysis, Outstanding Issues & Decisions, and Communication Plan.
Creating HR Integration Team Charter
Case Study Exercise - Creating an HR Integration Team Charter
9-page exercise that includes background information on the Human Resources functions of two merging companies, HR organization charts, profiles of members chosen for the integration HR team, and a partially completed HR team integration charter to be completed by the reader.
Create product development
Case Study Exercise - Creating a Product Development Integration Team Charter
9-page exercise that includes background information on the product development functions of two merging companies, product development organization charts, profiles of members chosen for the integration product development team, and a partially completed product development team integration charter to be completed by the reader.
Create IT charter
Case Study Exercise - Creating an Information Technology Integration Team Charter
9-page exercise that includes background information on the information technology functions of two merging companies, IT organization charts, profiles of members chosen for the integration IT team,  and a partially completed IT team integration charter to be completed by the reader.
Create Sales Integration charter
Case Study Exercise - Creating a Sales Integration Team Charter
9-page exercise that includes background information on the sales functions of two merging companies, sales organization charts, profiles of members chosen for the integration sales team, and a partially completed sales team integration charter to be completed by the reader.