IT Integration Charter

Author(s): Eric Dolinar, David Yackness

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Following the M&A deal closure, you don't want to delay integration planning, but you need to be sure you define business objectives and make business expectations clear. Your team needs to know why and how IT will be participating in the integration. This charter will serve as a roadmap for the IT integration program team involved in kick-starting the integration effort.

This template includes best-practice sample text to help you document:
  • Executive business stakeholder goals and objectives
  • Goals and objectives of IT's integration program
  • IT integration program team members and respective responsibilities
  • Key success metrics 

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Make IT a Successful Partner in M&A Integration

Anticipate pressure – simultaneously conduct discovery and deliver quick-wins!

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