Defining the Scope of Integration Consulting Service

Effective governance involves establishing the appropriate team structures and protocols so that the right people are involved at the right times, in the right sequence, provide the right information, achieve the right goals - as opposed to teams operating independently of one another and often at strategic cross-purposes.

Given the considerable value that organizations place on mergers and acquisitions an integration is not the time to risk the financial, operational and brand health of the organization. To bring order to what would otherwise be disorder and chaos, the workshop creates a clear hierarchy for the integration effort which enables efficient and effective coordination and collaboration towards a common vision.

Defining the scope of integration provides strategic direction and enables ongoing guidance regarding the integration scope of work. Defining the scope of integration is accomplished in weeks rather than months!

Consulting Approach and Deliverables

Working with your team, we provide our deep merger integration experience and expertise, including best practice tools, techniques, and methods, to facilitate high-intensity, short-duration, sprints to rapidly and accurately define the scope of the integration.

Deliverables include:

Identification and definition of the integration roles and responsibilities.
Development and validation of the necessary rules of engagement.

Definition and prioritization of the integration workstreams.
Definition of the scope of work for each workstream.
Charters for the Integration workstreams.

Who from your team should participate?

Positioning the integration team for success typically includes a balanced mix of decision makers responsible for leading the post-merger integration as well as functional personnel within each layer of the organization who are expected to play a key part in the integration plus any additional stakeholders that can provide additional insight into appropriate governance structures and integration scope.