PMI: Integration Masterplan

THIS IS THE FREE, REDACTED VERSION OF THE TASKS IN THE M&A REFERENCE MODEL  AND IT IS LICENSED UNDER Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International  THE FULL SET OF DATA HAS TO BE LICENSED COMMERCIALLY. HERE is a full model example for one task.

The task has the following goal(s):

Integration plan: checked

Integration plan: approved

The task has the following objectives:

Integration success: maximized

Risk: minimized

Short description of task Integration Masterplan:

A strategy and business plan for merger integration and a business process model for merger integration are created and a resource model for merger integration is created.

Questions to be used during the execution of the task

The task is executed with the following questions, among others:

What are the critical success factors and key performance indicators (KPIs) for measuring integration success?,

What is the timeline for the integration, and what are the key phases and milestones?

Who will be on the integration team, and what roles and responsibilities will they have?

How will we align and integrate the organizational structures, including leadership teams and reporting hierarchies?

How will we harmonize the different corporate cultures, values, and employee engagement practices?

What is the approach for integrating the IT systems, infrastructure, and data?

What are the plans for product and service integration, and how will we communicate changes to customers?

How will we align business processes, policies, and procedures across different departments (e.g., HR, Finance, Sales, Operations)?

What are the expected financial synergies and cost-saving opportunities, and how will they be realized?

What legal and compliance issues need to be addressed during integration (e.g., contracts, labor laws, regulatory approvals)?

What are the potential risks and challenges associated with integration, and what mitigation strategies do we have in place?

How will we manage change and communicate with stakeholders (employees, customers, suppliers, investors) throughout the integration process?

What is the plan for monitoring post-integration performance, conducting reviews, and making necessary adjustments?

THIS IS THE FREE; REDACTED VERSION OF THE TASK IN THE M&A REFERENCE MODEL: THE FULL SET OF DATA HAS TO BE LICENSED

(C) Dr. Karl Michael Popp 2025