Acquisition Integration Project Plan Template

Make M&A integrations easy with this comprehensive Acquisition Integration Project Plan template!
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Acquisition Integration Project Plan Template

What is an Acquisition Integration Project Plan?


An Acquisition Integration Project Plan is an organized approach to the integration of two companies after an acquisition. The plan will provide a structure to help teams effectively plan and execute the integration process. The plan should include focus areas, objectives, projects, and measurable targets (KPIs) to track progress.

What's included in this Acquisition Integration Project Plan template?

 

  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

 

Who is the Acquisition Integration Project Plan template for?


The Acquisition Integration Project Plan template is ideal for M&A teams looking to efficiently plan and execute the integration of two companies after an acquisition. This template can be used by teams to ensure smooth and successful integration of the two companies.

1. Define clear examples of your focus areas


Focus areas are the broad topics that the Acquisition Integration Project Plan will address. Examples of strategic focus areas that could fall under a Acquisition Integration Project Plan could be: Culture and Values Alignment, Organizational Structure, and IT Infrastructure.

2. Think about the objectives that could fall under that focus area


Objectives are the specific goals that the team is looking to achieve for each focus area. Objectives should be measurable, achievable, relevant, and time-bound.

Examples of some objectives for the focus area of Culture and Values Alignment could be: Create a sense of shared purpose and identity, and Establish unified company values.

3. Set measurable targets (KPIs) to tackle the objective


KPIs are the measurable targets that will be used to track progress towards achieving each objective. KPIs should have an initial value, a target value, and a unit of measurement.

An example of a KPI for the focus area of Culture and Values Alignment could be: Increase employee engagement from 20% to 50%.

4. Implement related projects to achieve the KPIs


Projects (or actions) are the steps that the team will take to achieve each objective. Projects should be well-defined, measurable, and achievable.

An example of a project related to Culture and Values Alignment could be: Host weekly town hall meetings to discuss company values and goals.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy


Cascade Strategy Execution Platform is the perfect tool for teams to streamline their strategic plans. Cascade provides an intuitive interface for teams to track the progress of their projects, allowing teams to easily measure their success and adjust their strategy accordingly.

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