This is a self-assessment to be conducted in a cross functional group and to agree on one specific score for each question. The scores are then plotted on a graph to see existing status and to set improvement goals.
This comprises of the following sections:
1. Business Integration Planning
2. Strategy Development and Deployment
3. Sales & Marketing Activity Planning (SMAP) and Sales & Operations Planning (S&OP) Process
4. New Product Development (NPD)
5. Integrated Supply Chain Planning
6. Costing
7. Velocity
8. Flexibility – Continuous Improvement
9. Metrics (Key Performance Indicators)
Also included with this document is a bonus zip of 41 Lean documents (includes templates, case studies, articles, posters, charts, and more).
This Word document provides a comprehensive framework for evaluating your organization's integration capabilities. It includes detailed operational definitions to ensure clarity and consistency in assessment. The checklist is designed to measure critical metrics such as order fulfillment, delivery performance, and scheduling adherence.
The assessment tool features a radar chart to visually represent your current status across various business functions. This visual aid helps in identifying strengths and areas for improvement at a glance. The structured approach facilitates targeted strategy development and resource allocation.
Included are practical examples and case studies to illustrate best practices. These real-world scenarios offer valuable insights into successful business integration, making the tool not just theoretical, but highly applicable.
Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Business Integration Excellence Assessment Checklist Word (DOC) Document, OpEx Academy NZ
This document is available as part of the following discounted bundle(s):
Save %!
PSL - Lean Execution Bundle
This bundle contains 11 total documents. See all the documents to the right.
ISO 9001 Consulting Frameworks Strategy Development Quality Management & Assurance Consulting Training Lean Management Gemba Walk Operational Excellence Strategy Frameworks Business Case Development Financial Modeling Business Case Example PMI Organizational Design Gap Analysis Strategic Planning Strategic Analysis Chief Strategy Officer Hoshin Kanri Strategy Deployment & Execution Sales Account Management
![]() |
Download our FREE Strategy & Transformation Framework Templates
Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more. |