Integration Management Office Meeting Objectives
Align on business principles and integration priorities:
- Review integration strategy and key objectives
- Review governance structure, roles and responsibilities
- Review and reinforce integration philosophy
Agree to way of working together:
- Review rules of engagement to ensure pre-close compliance with anti-trust guidelines
- Build an alignment around meeting cadence and reporting structure
Begin with integration workplan development:
- Review key elements of the communication plan
- Align around the workstream objectives outlined in the draft team charters
- Discuss and prioritize each workstream’s initiatives
- Review next steps and timing for workplan development
Integration Guiding Principles
- Enhance value for both companies
- Maintain the value already created in each company
- Make the best choice for the future business
- Maintain market momentum
- Make decisions based on best for the future business
- Not best of both or trading off
- Rigorously plan and manage the program
- Adopt earlier, where possible
- Respect stated values of each company
- Keep and inspire the best people
Slide titles:
![Post-Merger Integration Planning Meeting](/sites/default/files/styles/ppt_slide_thumbnails/public/Post-Merger-Integration-Planning-Meeting-1-min.png?itok=mX9mMzLb)
Post-Merger Integration Planning Meeting
![Agenda](/sites/default/files/styles/ppt_slide_thumbnails/public/Post-Merger-Planning-Meeting-Agenda-1-min.png?itok=TIZr5Ux-)
Agenda
![Post Merger Planning Meeting Objectives](/sites/default/files/styles/ppt_slide_thumbnails/public/Post-Merger-Planning-Meeting-Meeting-Objectives.png?itok=-tn7lTCM)
Meeting Objectives
![Post Merger Planning Meeting Background](/sites/default/files/styles/ppt_slide_thumbnails/public/Post-Merger-Planning-Meeting-Background-1-min.png?itok=U1_aHzOb)
Background
![Post Merger Planning Meeting Key Facts](/sites/default/files/styles/ppt_slide_thumbnails/public/Post-Merger-Planning-Meeting-Key-Facts-1-min.png?itok=b2aZGzZU)
Key Facts
![Value Drivers](/sites/default/files/styles/ppt_slide_thumbnails/public/Value-Drivers-1-min_0.png?itok=0SIps137)
Value Drivers
![NEWCO Financial Goals](/sites/default/files/styles/ppt_slide_thumbnails/public/NEWCO-Financial-Goals-1-min.png?itok=T5mcUbFF)
NEWCO Financial Goals
![Integration Guiding Principles](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Guiding-Principles-1-min_1.png?itok=GRN-Qg6D)
Integration Guiding Principles
![Rules of Engagement](/sites/default/files/styles/ppt_slide_thumbnails/public/Rules-of-Engagement-1-min.png?itok=rhPcZSwr)
Rules of Engagement
![Data Harvesting](/sites/default/files/styles/ppt_slide_thumbnails/public/%20Data-Harvesting-1-min.png?itok=5hVE6IRc)
Data Harvesting
![Data Harvesting Process](/sites/default/files/styles/ppt_slide_thumbnails/public/Data-Harvesting-Process-1-min.png?itok=PQgxB-ql)
Data Harvesting Process
![Pre-Close Legal Rules of Engagement](/sites/default/files/styles/ppt_slide_thumbnails/public/Pre-Close-Legal-Rules-of-Engagement-1-min.png?itok=IozDVeIf)
Pre-Close Legal Rules of Engagement
![Pre-Close Legal Rules of Engagement (cont.)](/sites/default/files/styles/ppt_slide_thumbnails/public/Pre-Close-Legal-Rules-of-Engagement-%28cont.%29-1-min.png?itok=kIc4Puj0)
Pre-Close Legal Rules of Engagement (cont.)
![Integration Goals and Priorities](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Goals-and-Priorities-1-min.png?itok=sPsUcUAL)
Integration Goals and Priorities
![Integration Objectives](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Objectives-1-min_0.png?itok=LWqd41vj)
Integration Objectives
![High Priority Initiatives](/sites/default/files/styles/ppt_slide_thumbnails/public/High-Priority-Initiatives-1-min.png?itok=qz5X8JeN)
High Priority Initiatives
![Day 1 Mandatory Example](/sites/default/files/styles/ppt_slide_thumbnails/public/Day-1-Mandatory-Example-1-min.png?itok=gZuWeUtx)
Day 1 Mandatory Example
![Day 1 & First 30 Day Priority (Example)](/sites/default/files/styles/ppt_slide_thumbnails/public/Day-1-%26-First-30-Day-Priority-%28Example%29-1-min.png?itok=ds-3eOlM)
Day 1 & First 30 Day Priority (Example)
![Integration Risks](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Risks-1-min.png?itok=bTBdVvYX)
Integration Risks
![Typical Integration Risks](/sites/default/files/styles/ppt_slide_thumbnails/public/Typical-Integration-Risks-1-min.png?itok=cYvkSK0-)
Typical Integration Risks
![Types of Risks](/sites/default/files/styles/ppt_slide_thumbnails/public/Types-of-Risks-1-min.png?itok=WqiG0ViF)
Types of Risks
![Issues & Risks - Sales Workstream (Example)](/sites/default/files/styles/ppt_slide_thumbnails/public/Issues-%26-Risks-Sales-Workstream-%28Example%29-1-min.png?itok=Po0VJzAb)
Issues & Risks - Sales Workstream (Example)
![Integration Phases and Timelines](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Phases-and-Timelines-1-min.png?itok=Oz6QeUzl)
Integration Phases and Timelines
![Integration Phases](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Phases-1-min_0.png?itok=JPnd86a0)
Integration Phases
![High-Level Timeline](/sites/default/files/styles/ppt_slide_thumbnails/public/High-Level-Timeline-1-min.png?itok=ZiRYw7j9)
High-Level Timeline
![Pre-Close Integration Timeline](/sites/default/files/styles/ppt_slide_thumbnails/public/Pre-Close-Integration-Timeline-1-min.png?itok=cBk-bf0B)
Pre-Close Integration Timeline
![Integration Timeline: Pre-Close To Day 1 to Day 65](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Timeline-Pre-Close-To-Day-1-to-Day-65-1-min.png?itok=j_HY66cp)
Integration Timeline: Pre-Close To Day 1 to Day 65
![Integration Planning Process Overview](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Planning-Process-Overview-1-min.png?itok=KNo5VQ1h)
Integration Planning Process Overview
![Governance](/sites/default/files/styles/ppt_slide_thumbnails/public/Governance-1-min_0.png?itok=buasBUmK)
Governance
![Integration Governance](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Governance-1-min.png?itok=8arySkDR)
Integration Governance
![Roles and Responsibilities - Steering Committee](/sites/default/files/styles/ppt_slide_thumbnails/public/Roles-and-Responsibilities-Steering-Committee-1-min.png?itok=vFR_PYoI)
Roles and Responsibilities - Steering Committee
![Roles and Responsibilities - Integration Management Office](/sites/default/files/styles/ppt_slide_thumbnails/public/Roles-and-Responsibilities-Integration-Management-Office-1-min.png?itok=HnvvaLu1)
Roles and Responsibilities - Integration Management Office
![Roles and Responsibilities - Functional Leads](/sites/default/files/styles/ppt_slide_thumbnails/public/Roles-and-Responsibilities-Functional-Leads-1-min.png?itok=KelDKWVu)
Roles and Responsibilities - Functional Leads
![Roles and Responsibilities - Workstream Resources](/sites/default/files/styles/ppt_slide_thumbnails/public/Roles-and-Responsibilities-Workstream-Resources-1-min.png?itok=ixHKo7ix)
Roles and Responsibilities - Workstream Resources
![Meeting Cadence](/sites/default/files/styles/ppt_slide_thumbnails/public/Meeting-Cadence-1-min.png?itok=thxHc6AB)
Meeting Cadence
![Agenda of IMO Status Update Meetings](/sites/default/files/styles/ppt_slide_thumbnails/public/Agenda-of-IMO-Status-Update-Meetings-1-min.png?itok=I243VPaF)
Agenda of IMO Status Update Meetings
![Integration Team Charters and Workplans](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Team-Charters-and-Workplans-1-min.png?itok=4gcV3PBJ)
Integration Team Charters and Workplans
![Integration Workplans](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Workplans-1-min.png?itok=5o-RCyba)
Integration Workplans
![Communications](/sites/default/files/styles/ppt_slide_thumbnails/public/Communications-1-min.png?itok=DgvmUo47)
Communications
![Communication Goals](/sites/default/files/styles/ppt_slide_thumbnails/public/Communication-Goals-1-min.png?itok=HPcwCDAQ)
Communication Goals
![High-Level Communication Plan](/sites/default/files/styles/ppt_slide_thumbnails/public/High-Level-Communication-Plan-1-min.png?itok=qy1KVEXz)
High-Level Communication Plan
![Communication Objectives](/sites/default/files/styles/ppt_slide_thumbnails/public/Communication-Objectives-1-min.png?itok=835NS7hM)
Communication Objectives
![Communications Plan (Pre-Day 1)](/sites/default/files/styles/ppt_slide_thumbnails/public/Communications-Plan-%28Pre-Day-1%29-1-min.png?itok=7VITASgG)
Communications Plan (Pre-Day 1)
![Communications Plan (Day 1)](/sites/default/files/styles/ppt_slide_thumbnails/public/Communications-Plan-%28Day-1%29-1-min.png?itok=UClUb8js)
Communications Plan (Day 1)
![Communications Plan (Day 1 Onwards)](/sites/default/files/styles/ppt_slide_thumbnails/public/Communications-Plan-%28Day-1-Onwards%29-1-min.png?itok=y_GAoXiS)
Communications Plan (Day 1 Onwards)
![What Should We Tell Our People](/sites/default/files/styles/ppt_slide_thumbnails/public/What-Should-We-Tell-Our-People-1-min.png?itok=S7tfkreC)
What Should We Tell Our People
![Break Out Sessions](/sites/default/files/styles/ppt_slide_thumbnails/public/Break-Out-Sessions-1-min.png?itok=3sETOJ2t)
Break Out Sessions
![Break Out Session Approach](/sites/default/files/styles/ppt_slide_thumbnails/public/Break-Out-Session-Approach-1-min.png?itok=COh1LRAU)
Break Out Session Approach
![Instructions For Breakout Session - #1 Workstream Individual Breakout](/sites/default/files/styles/ppt_slide_thumbnails/public/1-Workstream-Individual-Breakout-1-min.png?itok=SA-7VwiQ)
Instructions For Breakout Session - #1 Workstream Individual Breakout
![Setup - #1 Workstream Individual Breakout](/sites/default/files/styles/ppt_slide_thumbnails/public/Setup-%231-Workstream-Individual-Breakout-1-min.png?itok=v1M_KyHB)
Setup - #1 Workstream Individual Breakout
![Instructions and Setup For Breakout Session - #2 Interdependency Breakout](/sites/default/files/styles/ppt_slide_thumbnails/public/Instructions-and-Setup-For-Breakout-Session-%232-Interdependency-Breakout-1-min.png?itok=1VC8iSLS)
Instructions and Setup For Breakout Session - #2 Interdependency Breakout
![IT - Breakout Work Session Output](/sites/default/files/styles/ppt_slide_thumbnails/public/IT-Breakout-Work-Session-Output-1-min.png?itok=sK1GWtoh)
IT - Breakout Work Session Output
![Objectives and Instructions](/sites/default/files/styles/ppt_slide_thumbnails/public/Objectives-and-Instructions-1-min.png?itok=-i_U1ue8)
Objectives and Instructions
![Work Session Objectives & Instructions](/sites/default/files/styles/ppt_slide_thumbnails/public/Work-Session-Objectives-%26-Instructions-1-min.png?itok=jPX93ITv)
Work Session Objectives & Instructions
![Instructions For Breakout Session - #3 Workstream Individual Breakout](/sites/default/files/styles/ppt_slide_thumbnails/public/Instructions-For-Breakout-Session-%233-Workstream-Individual-Breakout-1-min.png?itok=XyTmktkL)
Instructions For Breakout Session - #3 Workstream Individual Breakout
![Integration Decisions](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Decisions-1-min.png?itok=74a3xRhB)
Integration Decisions
![Templates](/sites/default/files/styles/ppt_slide_thumbnails/public/Templates-1-min.png?itok=rnD1BHva)
Templates
![Day 1 & First 30 Day Work Session Template](/sites/default/files/styles/ppt_slide_thumbnails/public/Day-1-%26-First-30-Day-Work-Session-Template-1-min.png?itok=8FSlH0YE)
Day 1 & First 30 Day Work Session Template
![Workstream Team Charter](/sites/default/files/styles/ppt_slide_thumbnails/public/Workstream-Team-Charter-1-min.png?itok=jcKuY1RT)
Workstream Team Charter
![Next Steps: Weekly Update](/sites/default/files/styles/ppt_slide_thumbnails/public/Next-Steps-Weekly-Update-1-min.png?itok=kVcrkC9S)
Next Steps: Weekly Update
![Integration Workplan Example](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Workplan-Example-1-min.png?itok=ZoGm0A9r)
Integration Workplan Example
![Workstream Sales](/sites/default/files/styles/ppt_slide_thumbnails/public/Workstream-Sales-1-min.png?itok=seOcz-kO)
Workstream Sales
![Workstream Manufacturing](/sites/default/files/styles/ppt_slide_thumbnails/public/Workstream-Manufacturing-1-min.png?itok=4Kg14pJ5)
Workstream Manufacturing
![Workstream HR](/sites/default/files/styles/ppt_slide_thumbnails/public/Workstream-HR-1-min.png?itok=_40bfxS-)
Workstream HR
![Workstream Finance](/sites/default/files/styles/ppt_slide_thumbnails/public/Workstream-Finance-1-min.png?itok=bku9uNY9)
Workstream Finance
![Workstream Communications](/sites/default/files/styles/ppt_slide_thumbnails/public/Workstream-Communications-1-min.png?itok=j2h9BEuC)
Workstream Communications
![Workstream IT](/sites/default/files/styles/ppt_slide_thumbnails/public/Workstream-IT-1-min.png?itok=_5v05DLH)
Workstream IT
![Workstream Legal](/sites/default/files/styles/ppt_slide_thumbnails/public/Workstream-Legal-1-min.png?itok=Xar-ppw6)
Workstream Legal