Team Charter
Building
Methodology No. M16
August, 2000
Objectives
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
To demonstrate one approach as to how an Integration
Team Charter can be organized and developed
To offer standard and consistent instruction, guidelines
and rules-of-the-road for the drafting of Integration Team
Charters
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Integration Framework Outline
Outline:
Key
Activities
a. Integration Team Roster
Process
Logic
b. Mission Statement
c. Integration Objectives
Schedule
of Work
R & R’s
Sponsor
Mission
f. Work Plan
Org
Chart
Objectives
Resource
Req’s
Integration
Team
d. Process Logic
e. Critical Success Factors
Communication
Plan
Manager
Key
Issues
Integration
Plan
Budget
g. Work Schedule
h. Critical Deliverables
Milestones and Deliverables
i. Milestones
j. Resource Requirements
k. Communication Plan
Results
l. Measures
3
a. Integration Team Roster
Delphi Automotive Systems
Target
Integration Manager
Team Leader
Sponsors
Ambassador
Team Members
Team Contributors
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b. Mission Statement
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Mission Statement should be directly linked with the overall
corporate vision and the strategic objectives of the merger.
Mission Statement must be a clearly articulated operational
directive for this function or cross-functional Integration Work
Team.
Mission Statement should align with both the interim and endstate Concept-of-Operations, Concept-of-Organization and
Concept-of-IS.
Keep it simple: What is our purpose for being, what is it we
intend to do.
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c. Integration Objectives
• To refine our Work Team Charter including:
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Team Roster
Mission Statement
Integration Objectives
Process Logic
Critical Success Factors
Work Plan
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Work Schedule
Critical Deliverables
Milestones
Resource Requirements
Communication Plan
Measures
• To develop a functional work plan for the implementation of
integration program objectives for the interim and the End-State
• To implement the functional work plan thereby delivering the
integration program objectives for the interim and the End-State
• To identify, recruit and enlist a balanced roster of full-time and
contributing work team members
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Key Activities
• To realize the operating vision, determine which functions and
processes must be:
• Preserved - Keep process and function as is
• Leveraged - Find the best practices of each entity
• Consolidated - Absorb one entity into another
• Integrated -Create something totally new
• Determine what must be completed by May 27
• Determine what must be completed within first 100 days
• Understand and document inter-dependencies
• Determine the synergies (revenue growth, cost reduction, cash
flow, intangible benefits)
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d. Process Logic
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Determine the key tasks required to complete the integration
objectives and organize them into logical sequence to
understand the flow of events and interdependencies
Determine detail of sub-activities required to complete each
task
Use the Process Logic to articulate the big picture. On a
single page, the teams work plan can demonstrate who,
what, when and how their work will be performed
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d. Process Logic - Example
5.
3.
1.
Rationalize
Integration
Experiences
• Collect Delphi business
integration documentation
• Review and rationalize
respective business
integration materials
• Develop “How-To Manual”
for Acquisition integration
• Align documentation to
support the functional teams
• Supplement plan with
additional KPMG business
integration tools, methods
and templates
• Deliver rationalized tools and
deliverables to functional
teams
Facilitate Charter
Creation
• Facilitate “Manager Training” and
monitor work products
• Prepare sample charter template
for teams
• Distribute charter to sponsors
• Provide ongoing support and
direction for charter creation
• Ensure charter consistency and
completeness
• Publish charters to Executive
Leadership team
• Set expectations for end-state
integration plans
• Establish and articulate timelines for
plan development
• Establish mechanism to track progress
and facilitate issues and questions
• Provide regular review of integration
plans
• Provide timely feedback to the
integration teams
• Schedule meeting with Integration
Manager
Mobilize
Integration Teams
Define Activities to
Support Integrated
Calendars
• Collect all corporate and
executive calendars
• Review and rationalize
calendars
• Establish supporting list of
communication deliverables
and activities to ensure
proper support for meeting
calendars
Publish Integration
Plans
• Perform final review of
integration plans
• Confirm final distribution list
• Publish list
• Assist in the development for
progress tracking
mechanisms for integration
teams
6.
4.
2.
7.
Facilitate Development
of Consistent
Integration Plans
• Contact team members and
confirm availability for
assignment
• Send communication to teams
defining R&R’s
• Confirm team members access
to shared network drives
• Develop team building and onboarding class
• Schedule classes and locations
• Distribute schedule to all team
members
• Develop guesting program to
ensure cross team dependencies
are acknowledged
Surface Integration
Issues
• Review integration plans from the
respective integration teams
• Rationalize plans across the functional
plans to identify inconsistencies and
contentions
• Identify and capture issues
• Attempt resolution at team level
• Raise to Integration manager as
appropriate
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e. Critical Success Factors
• Determine the things that absolutely must happen
for the team to be successful
• Determine the things that absolutely must not
happen for the team to be successful
Critical Success Factors:
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An Integration Manager must be selected, commissioned and
operational by announcement day
Team members must have top-down authorization including time
commitment, empowerment and protection from day-to-day
business “pull”
Team Sponsors must be selected and on-boarded
A Project Management Office must be established to manage and
coordinate multiple team activities and progress
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f. Work Plan
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Establish detailed work plan activities for implementation
Plan and assign start and completion date for each activity
Map the plan to a time line
(Microsoft Project Management)
Assign appropriate roles and
responsibilities
Validate the plan with the
Integration Manager
Monitor and update
1
7
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9
Microsoft
Project 98
Roll-up the work plan to the IMO
for coordination and overall project management
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g. Work Schedule
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Schedule the detailed work plan activities over the required
timeline including start, stop, and milestone dates
Document who is assigned accountability, responsibility,
contribution and “needs to be informed” for each activity
Map the plan and time-line into a
project management software
Assign appropriate milestone
dates and expectations
Validate the plan with the
Integration Manager
Monitor and update
1
7
8
9
Microsoft
Project 98
Roll-up the schedule to the IMO for coordination and overall
project management
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g. Schedule of Work - Example
Integration Team Assignments
Objective
1
2
3
4
5
6
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Rationalize Integration Experiences
• Collect business integration documentation
• Collect target business integration documentation
• Review and rationalize respective documentation sets
• Align documentation to support the eight functional teams
• Supplement plan with additional KPMG business integration tools
and deliverables
• Secure shared network drive to facilitate sharing of work
• Deliver rationalized tools and deliverables to functional teams
Define Activities to Support Integrated Calendars
• Collect all corporate and executive calendars
• Collect all Target corporate and executive calendars
• Review and rationalize calendars
• Establish supporting list of activities to ensure proper support for
meeting calendars
Facilitate Charter Creation
• Facilitate “Sponsor Training” and monitor work products
• Prepare sample charter template for teams
• Distribute charter to sponsors
• Provide ongoing support and direction for charter creation
• Ensure charter consistency and completeness
• Publish charters to Integration manager
Mobilize Integration Teams
• Create Integration Management Office
• Contact team members and confirm availability for assignment
• Confirm team members access to shared network drives
• Develop team building and on-boarding class
• Schedule classes and locations
• Distribute schedule to all team members
• Develop and promote guesting program to ensure cross team
dependencies are acknowledged
• Establish & Operate a Integration Management Office (IMO)
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h. Critical Deliverables
• Deliverables - Tangible and measurable benefits and/or
physical outputs which fulfill the chartered objectives.
• Examples:
• Completed charter document
• Completed Interim Planning Matrix
• Completed Work Plan
• Completed Work Activities
• Must assign a completion date for each deliverable
• Deliverables are owned by the team leader and presented to
the Integration manager as assignments completed
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i. Milestones
• Milestones - A natural
break point in the series
of tasks and activities
performed to completing a
deliverable
• A place or point in time
that facilitates the review
of work-to-date
1. Integration Reviews:
Perform integration reviews at
regularly scheduled intervals to
ensure progress and consistency
across all integration teams
2. Creation of Charter
Template:
Develop and agree upon a
consistent charter template and
assign first draft to be completed
by team sponsors.
3. Conduct On-Boarding and
Team Training Class:
Conduct training classes to onboard the integration teams and
transfer high performance teambuilding tools and methodologies
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h. Schedule of Critical Deliverables
Critical Deliverables
Timeline
1. Updated Organization Charts
2. Executive Steering Committee mission
and integration objectives
3. Integration team governance model and
charters
4. Sales force compensation plan
5.
This schedule must
include milestones for
review at regularly
scheduled meetings
6.
7.
8.
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10.
11.
12.
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j. Resource Requirements
• Additional resources required to accomplish
team objectives…
• Know-how
• Capital
• Labor
• Systems
• Internal vs. external
• Full-time vs. part-time
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k. Communication Plan
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Identify key messages to be shared with the employees
Identify key messages to be shared with the customers
Identify key messages to be shared with management and
leadership
Determine content requirements
Determine best communication channels
Determine frequency and timing of message
Develop Flash Reports each week
Assign Responsibility for creation and distribution of message
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i. Measures
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Determine measures for tracking the fulfillment of objectives
Determine measures for tracking the capture of synergies
directly assigned to the team
Determine measures to support strategic/leadership Key
Performance Indicators and/or balanced scorecard
Determine mechanisms to generate measurements
Determine formats to report and assess trends and forecast
potential course corrections
Determine frequency and distribution list for measurement
report-outs
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i. Measures
Financial
Internal
• Achievement of revenue goals
• Decrease employee turnover
• Cost savings from combined back office
support operations and facilities consolidation
• Increase in employee job satisfaction
• Increase in earnings per share
• Promotions to key roles
• Enhanced career opportunities
• Increased partnership relationships
External
• Increase marketplace image
• Maintain innovative image
• Increase product visibility, awareness and
recognition
• Learning and Growth
• Accelerate development of new products
• Introduction of new products/services
• Increase cross selling opportunities
• Consistent customer satisfaction
• Gaining share in the business intelligence
infrastructure for the i-economy market space
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