Agenda

Five Takeaways From Our Last Meeting
Acquired Co. Differences with Acquired Company
Timeline Pre-Close Timeline
Timeline - Phases
Two Key Integration Deliverables
Agenda for Review with Steering Committee
Plans for Allocating Synergy Targets
Expectations of Team Members/Ground Rules
Key Success Factors for Integrations
Guiding Principles
Integration Planning Architecture
Integration Workstreams Governance
Team Calls – How We Want to Interact on a Regular Basis
Kickoff Meeting Will be the First Interaction Between Acquirer and Acquired Co.
Teams Approach and Objectives of Team Discussion
Next Steps

Key Success Factors for Integrations

  • Temporary structure does the integration planning work while the businesses continue to run
  • Single leader for each team, with deputy from other company
  • Use teams and sub-teams to focus work and allow parallel processing
  • Timelines will be based on content of each area – each moves at a pace dictated by issues, opportunities
  • Integration Management Office provides support to make teams successful
  • Teams gather facts, evaluate options, and make recommendations
  • The integration planning structure disappears after close though some teams on long-lead time items may remain ...


Slide titles:


The IMO Process Prior to Kickoff Meeting
The IMO Process Prior to Kickoff Meeting
Agenda
Agenda
Five Takeaways from Our Last Meeting
Five Takeaways from Our Last Meeting
Acquired Co. Differences with Acquirer
Acquired Co. Differences with Acquirer
Integration Pre-Close Timeline
Integration Pre-Close Timeline
Timeline-Phases
Timeline-Phases
Two Key Integration Deliverables
Two Key Integration Deliverables
Agenda for Review with Steering Committee
Agenda for Review with Steering Committee
Plan for Allocating Synergy Targets
Plan for Allocating Synergy Targets
Expectations of Team Members/Ground Rules
Expectations of Team Members/Ground Rules
Key Success Factors for Integrations
Key Success Factors for Integrations
Guiding Principles
Guiding Principles
Integration Planning Architecture
Integration Planning Architecture
Integration Workstreams Governance
Integration Workstreams Governance
Team Calls – How We Want To Interact on a Regular Basis
Team Calls – How We Want To Interact on a Regular Basis
Kickoff Meeting Will Be First Interaction Between Acquirer and Acquired Co. Teams
Kickoff Meeting Will Be First Interaction Between Acquirer and Acquired Co. Teams
Approach and Objectives of Team Discussion
Approach and Objectives of Team Discussion
Next Steps
Next Steps