Executive Workshop Deliverables for Integration PPT

This PPT slide, part of the 157-slide Post Merger Integration (PMI) Handbook PowerPoint presentation, outlines the deliverables from an executive workshop designed to guide the pace and critical milestones of a project. It is structured into 5 distinct workstreams (WS1 to WS5), each detailing specific deliverables that contribute to the overall integration plan.

In WS1, the focus is on foundational activities. Key deliverables include setting up sub-teams, agreeing on team charters, defining the work plan, and identifying critical processes for Day 1. This initial phase is crucial for establishing a clear direction and ensuring that all team members are aligned.

WS2 shifts towards more detailed planning. Here, the deliverables include a description of the target structure, the first draft of the integration plan and budget, and a list of Day 1 critical processes. Additionally, it emphasizes bottom-up synergy calculations, which are essential for understanding potential benefits and efficiencies.

WS3 builds on the previous work by requiring a comprehensive target structure to be signed off. It also includes a more refined draft of the integration plan and budget, along with a review of Day 1 critical processes. This phase is about ensuring that the groundwork laid in earlier stages is validated and ready for implementation.

In WS4, the focus is on finalizing deliverables for validation. This includes updated synergies and a review of the bottom-up reconciliation with top-down targets. It is about ensuring that all elements are aligned and ready for execution.

Finally, WS5 centers on execution. Key deliverables here include finalized synergy calculations, implementation of Day 1 critical processes, and a detailed integration plan. This phase is where strategic planning translates into actionable steps, ensuring that the project is set for success.

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PMI Strategic Planning