Post Merger Integration Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Post Merger Integration Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Post Merger Integration related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Post Merger Integration specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Post Merger Integration Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Post Merger Integration improvements can be made.

Examples; 10 of the 992 standard requirements:


1. How to focus on value creation, create executive alignment, reaffirm the merger vision and devise a communication strategy that provides a clear strategic direction to the integration team?
   
   

2. How do you evaluate the role of culture and language, legal frameworks, previous knowledge of the target market or previous contacts with the executives of the target organization?
   
   

3. What communication steps do you need to implement to gain a broad understanding of the true issues aside of the limited information that reaches top management?
   
   

4. Why senior management needs an effective and frequent tracking process, structure and information reporting to steer the joint business going forward?
   
   

5. What actions are taken over time to manage the human integration process, and what is impact on employee satisfaction?
   
   

6. How to establish a smooth process that links data collection, evaluation, timing, with decision making and reporting?
   
   

7. Which good practices were observed, or can be adopted, to achieve synergies within the different business functions?
   
   

8. What happens when there is an absence of the discipline and structure that a project management approach provides?
   
   

9. What issues do you need to be mindful of during the six steps to facilitate the later integration requirements?
   
   

10. Has an integration structure been put in place, and is there an integration team headed by an effective leader?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Post Merger Integration book in PDF containing 992 requirements, which criteria correspond to the criteria in...


Your Post Merger Integration self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Post Merger Integration Self-Assessment and Scorecard you will develop a clear picture of which Post Merger Integration areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Post Merger Integration Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Post Merger Integration projects with the 62 implementation resources:


• 62 step-by-step Post Merger Integration Project Management Form Templates covering over 1500 Post Merger Integration project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Scope Management Plan: Does the business case include how the Post Merger Integration project aligns with your organizations strategic goals & objectives?
   
   

2. Probability and Impact Matrix: Is the present organizational structure for handling the Post Merger Integration project sufficient?
   
   

3. Procurement Audit: Are goods generally ordered and received in time to be used in the programs for which they were ordered?
   
   

4. Project Scope Statement: If there are vendors, have they signed off on the Post Merger Integration project Plan?
   
   

5. Project Scope Statement: Elements of scope management that deal with concept development ?
   
   

6. Requirements Management Plan: Who has the authority to reject Post Merger Integration project requirements?
   
   

7. Project Scope Statement: Where and how does the team fit within your organization structure?
   
   

8. Procurement Audit: Were any additional works or deliveries admissible, without recourse to a new procurement procedure?
   
   

9. Cost Baseline: Eac -estimate at completion, what is the total job expected to cost?
   
   

10. Communications Management Plan: How is this initiative related to other portfolios, programs, or Post Merger Integration projects?


 
Step-by-step and complete Post Merger Integration Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Post Merger Integration project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Post Merger Integration project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Post Merger Integration project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Post Merger Integration project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Post Merger Integration project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Post Merger Integration project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Post Merger Integration project with this in-depth Post Merger Integration Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Post Merger Integration projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Post Merger Integration and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Post Merger Integration investments work better.

This Post Merger Integration All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.