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Post-Merger Integration Plan

This document is a post-merger integration plan with sections outlining integration strategy, objectives, timeline, resourcing, and plans for integrating cultures and communication. Key areas of focus include alignment with corporate strategy, value delivery targets, selection of management teams, and managing uncertainty during the integration process. The document provides an overview but leaves most sections blank to be filled in.

Uploaded by

Ayodeji Oyemakinde
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
141 views

Post-Merger Integration Plan

This document is a post-merger integration plan with sections outlining integration strategy, objectives, timeline, resourcing, and plans for integrating cultures and communication. Key areas of focus include alignment with corporate strategy, value delivery targets, selection of management teams, and managing uncertainty during the integration process. The document provides an overview but leaves most sections blank to be filled in.

Uploaded by

Ayodeji Oyemakinde
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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POST-MERGER INTEGRATION PLAN

VERSION HISTORY

VERSION APPROVED BY REVISION DATE DESCRIPTION OF CHANGE AUTHOR

POST-MERGER
INTEGRATION PLAN
COMPANY NAME
Street Address
City, State and Zip

webaddress.com
PREPARED BY TITLE DATE

VERSION 0.0.0
APPROVED BY TITLE DATE

00/00/0000
TABLE OF
CONTENTS
1. INTEGRATION

STRATEGY 3

A. ACQUISITION /

EXISTING

CORPORATE

STRATEGY ALIGNMENT 3

B. INTEGRATION STRATEGY 3

C. VALUE DELIVERY OBJECTIVES AND TARGETS 3

2. INTEGRATION OBJECTIVES AND TARGETS 3

3. INTEGRATION PLAN 3

4. INTEGRATION PLAN TIMELINE 3

5. PLAN REVIEW SCHEDULE 3

6. RESOURCING 3

7. INTEGRATION OF PEOPLE AND CULTURE 3


1
A. CULTURE FIT OF MERGING ORGANIZATIONS 3

B. SENIOR MANAGEMENT TEAM SELECTION 3

C. STAFF RETENTION 3

8. PLANNING PHASE COMMUNICATION 3

9. EXECUTION OF INTEGRATION 3

A. INTEGRATION STRATEGY AND VALUE DELIVERY 3

A1. TRACKING VALUE DELIVERY 3

A2. UPDATING VALUE AND INTEGRATION TARGETS 3

B. INTEGRATION PLAN 3

B1. TIMELINE OF URGENT ACTIONS 3

B2. KEY PROJECT PRIORITIZATION 3

B3. FORMAL POST DEAL REVIEW 3

C. PEOPLE AND CULTURE 3

C1. MAKING CULTURES FIT 3

C2. COMMUNICATION / MANAGING UNCERTAINTY 3

1. INTEGRATION STRATEGY
A. ACQUISITION / EXISTING CORPORATE STRATEGY ALIGNMENT

2
B. INTEGRATION STRATEGY

C. VALUE DELIVERY OBJECTIVES AND TARGETS

2. INTEGRATION OBJECTIVES AND TARGETS

3
3. INTEGRATION PLAN

4
4. INTEGRATION PLAN TIMELINE

5. PLAN REVIEW SCHEDULE

6. RESOURCING

5
7. INTEGRATION OF PEOPLE AND CULTURE
A. CULTURE FIT OF MERGING ORGANIZATIONS

B. SENIOR MANAGEMENT TEAM SELECTION

C. STAFF RETENTION

6
8. PLANNING PHASE COMMUNICATION

9. EXECUTION OF INTEGRATION
A. INTEGRATION STRATEGY AND VALUE DELIVERY
A1. TRACKING VALUE DELIVERY

7
A2. UPDATING VALUE AND INTEGRATION TARGETS

B. INTEGRATION PLAN
B1. TIMELINE OF URGENT ACTIONS
8
B2. KEY PROJECT PRIORITIZATION

B3. FORMAL POST DEAL REVIEW

9
C. PEOPLE AND CULTURE
C1. MAKING CULTURES FIT

C2. COMMUNICATION / MANAGING UNCERTAINTY

10
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11

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