Develop Project Integration Playbook Consulting Service

Putting it all together. A merger integration plan outlines how and when major resources, assets and processes of the acquiring and acquired companies will be combined to achieve the goals of the deal.

Our approach applies a proven best practice integration planning methodology (playbook) to clearly define and provide visibility to the integration steps and activities.

A clear, carefully crafted integration plan helps align expectations, validates that the work ahead is logical and achievable, and transforms staff skepticism to optimism.

Project integration playbooks are developed 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 develop project integration plan playbooks.

Deliverables include:

Project integration playbooks.
Refined phase/activities/tasks for coherence and accuracy.
Confirmation of initial estimates for synergy rollup.
Identification of requirements for iterative integration plan modifications still needing to be addressed.
Identification of next steps for the organization, team, and impacts to timeline.
Identification of risks not yet mitigated and requiring action.

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 your organization's overall integration effort and synergy expectations.