High-Level
Integration Plan
Revision Date: 1/15
Contents
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Integration Goals
Measures
High Level Initiatives
Approach to Integration Planning
Major Milestones
Integration Planning Budget
Weekly Reporting Requirements
Integration Team Members
Integration
Manager:
Fred P.
Team
Members:
Kathryn P.
Jeff T.
Elizabeth F.
Member 4
Member 5
Integration Goals
• Achieve $25M in cost reduction synergies
• Integration Goal 2
• Integration Goal 3
Measures
• Associated costs and savings will be
projected and tracked for each initiative
• Measure 2
• Measure 3
High Level Initiatives
1.
2.
3.
4.
5.
Integrate product lines
High level initiative 2
High level initiative 3
High level initiative 4
High level initiative 5
Integration Approach
Project Phases
Analysis
- Similarities Validation
- Differences
- Opportunities
2 weeks
Overall
Objectives
Principal
Outcomes
Initial Comparison
of Organizations
•Integration Teams
•Integration
guidelines
•Comparison of
organizations
•Initial opportunities
for integration
•Identify barriers to
integration
1 week
Design New
Operations
4 weeks
Review Plans with
Integration team
Develop Business
Objectives
Operating Structure
Organization
•Review of
Analysis phase
•Obtain clarification
on findings
•Validate direction
•Approve easy
decisions
•Review with
Integration team
•Establish business
targets
•Detail organization
Structure
•Detail infrastructure
needs, space, tech,
resources, $
•Business cases
•HR programs
selection, severance
Implementation
Planning
2 weeks
Develop
Implementation
Plans
•Business Processes
clearly defined
•Detail project plans
•Information tech
migration plans
•Facilities move
•Organizational
staffing
•Financial targets
Implementation
3 months
Execute
Implementation
Plans
•Begin
implementation of
project plans
•2001 Planning
New Benefits
New Comp
New Budgets
Measurements/
Monitoring
High – Level Schedule
Integration
Phases
Analysis
Validation
Design
Implementation
Planning
Implementation
Apr
May
June
July
Aug
Sept
Oct
Nov
Dec
Major Milestones
DESCRIPTION
DATE
Task Forces submit initial plans
2/15
Description of Milestone
Completion Date
Description of Milestone
Completion Date
Description of Milestone
Completion Date
Description of Milestone
Completion Date
Description of Milestone
Completion Date
Integration Planning Budget
TASK FORCES
BUDGET
•Marketing
$450K
•Task Force 2
$
•Task Force 3
$
•Task Force 4
$
•Task Force 5
$
•Task Force 6
$
•Task Force 7
$
•Task Force 8
$
TOTAL:
$
Weekly Reporting
Requirements
• Integration Team will report to Steering
Committee during semi-monthly meetings
• Task Forces will email weekly reports to
Integration Manager every Friday