Organizing Sub-Project Teams: A Three-Dimensional Framework PPT

This PPT slide, part of the 157-slide Post Merger Integration (PMI) Handbook PowerPoint presentation, outlines a framework for organizing sub-project teams across 3 key dimensions: Activity, Region, and Product. Each dimension is critical for structuring teams effectively to meet organizational goals.

Under the Activity dimension, the focus is on various functions such as Sales, Research, Clearing, Execution, and Prime Brokerage. Each function has specific roles and responsibilities that contribute to the overall project objectives. For instance, Sales and Research are primarily regional, while Execution can be either voice or electronic, indicating a need for flexibility in approach.

The Region dimension emphasizes the geographical aspect of operations. It highlights that regional activities are primarily managed at a local level, with regional heads reporting directly to the CEO. This structure suggests a decentralized approach, allowing for tailored strategies that align with local market dynamics. The global approach for macro and quantitative research indicates a balance between local insights and overarching strategic goals.

In the Product dimension, the slide notes that all asset classes are covered, with specific attention to listed markets and over-the-counter (OTC) products. The requirements for each product type vary, which necessitates a nuanced understanding of market specifics. This dimension reinforces the need for specialized knowledge to address the diverse needs of different products.

The concluding note indicates that regional factors dominate at the top, while product specifics take precedence further down the hierarchy. This suggests a layered approach to decision-making, where local insights inform product strategies, ensuring that the organization remains agile and responsive to market changes.

This slide is part of the Post Merger Integration (PMI) Handbook PowerPoint presentation.

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