PMI: Joint Business Design Freeze

Mar 20

  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):

Business plan: checked

Business plan: approved

The task has the following objectives:

Integration success: maximized

Information asymmetry: minimized

Short description of task Joint Business Design Freeze:

Joint business design in the context of merger integration planning encompasses a range of synchronized activities designed to proficiently integrate the operations, cultural frameworks, and systems of the entities involved in the merger. The joint business design is reviewed and finalized for execution. Integrated design, conceptualized as a collaborative problem-solving endeavor, underscores the importance of dynamic synergies among knowledge sources possessing complementary expertise.

The task uses the following business object types:

Supplier of the buyer, Partner of the buyer, GTM model of the buyer, Channel of the buyer, Buyer business model, Buyer business, Business plan, Business model synergy, Business model difference, Business model complementarity

Questions to be used during the execution of the task

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

What are the strategic objectives of the merger?
How will the merger affect our current business model?
Are there cultural differences that need to be addressed?
What is the timeline for the design freeze?
Who are the key stakeholders involved in the design phase?
How will this integration impact our customers?
What systems need to be harmonized during the integration?
What is the communication plan during the freeze?
What risks are associated with the design freeze and how can they be mitigated?
How will we measure the success of the integration?
What are the cost implications of the integration?
How will we manage personnel changes during the integration?
What compliance issues need to be addressed?
Are there any intellectual property considerations?
How will the merged entity combine its product lines?
What are the potential operational disruptions?
How will the integration affect our competitive position?

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

Karl Popp www.drkarlpopp.com