I&O is often left scrambling in a merger or acquisition scenario:
The business doesn’t involve I&O early on in the process.
There isn’t enough time for due diligence.
Budgets and timelines are unrealistic.
I&O has the opportunity to become a strategic partner with the business:
Align integration priorities with merger or acquisition goals.
Build relationships and manage expectations.
Deliver greater value to the business post merger or acquisition.
Module 0: High-Level Scope
The Purpose
Establish goals and conduct discovery.
Key Benefits Achieved
Alignment with business goals
Documentation of target organization’s current state
Activities:
Outputs:
0.1
Consult with stakeholders.
Stakeholder communication plan
0.2
Establish M&A business goals.
M&A business goals
0.3
Conduct target discovery.
I&O M&A Discovery Template
0.4
Document own environment.
Current state of organization
0.5
Clarify goals.
Module 1: Target Assessment
The Purpose
Assess risk and value of target organization.
Key Benefits Achieved
Accurate scope of I&O integration
Risk mitigation plans
Value realization strategies
Activities:
Outputs:
1.1
Scope I&O M&A project.
I&O M&A Project Napkin
1.2
Assess risks.
Risk assessment
1.3
Assess value.
Value assessment
Module 2: Day 1 Integration Project Plan
The Purpose
Establish day 1 integration project plan.
Key Benefits Achieved
Smoother day 1 integration
Activities:
Outputs:
2.1
Determine Day 1 minimum viable operating model post M&A.
2.2
Identify gaps.
2.3
Build day 1 project plan.
Day 1 project plan
2.4
Estimate required resources.
Module 3: Long-Term Project Plan
The Purpose
Draw long-term integration roadmap.
Key Benefits Achieved
Improved alignment with M&A goals
Greater realization of the deal’s value
Activities:
Outputs:
3.1
Set long-term future state goals.
3.2
Create a long-term project plan.
Long-term integration project plan
3.3
Consult with business stakeholders on the long-term plan.
Module 4: Change Management and Continual Improvement
The Purpose
Prepare for organization and culture change.
Refine M&A I&O integration process.
Key Benefits Achieved
Smoother change management
Improved M&A integration process
Activities:
Outputs:
4.1
Complete a change management plan.
Change management plan
4.2
Conduct a process post-mortem.
Process improvements action items
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