Course curriculum

  • 1

    Turning a Deal Thesis into Integration Objectives

    • Introduction

    • Getting Started

    • Translating the Deal Thesis into an Integration Plan

    • Short and Long Term Integration Objectives

    • Cornerstone Decisions

    • Governance Structure

    • Integration Metrics

    • Integration Experience Roadmap

    • Is Deal Project Management Software Worth it?

    • Typical Cornerstone Decision Examples

    • Why Should You Invest in Planning?

    • Chapter PDF

    • Unit Quiz
  • 2

    Evolving Your M&A Integration Function

    • How has deal execution changed over the last few years?

    • How has your engagement with the acquired company evolved?

    • How do you overcome the knowledge chasm between diligence and integration?

    • What is your integration process and where do you start?

    • What IT roles are on your M&A team?

    • What key tools should you start with?

    • Chapter PDF

    • Unit Quiz
  • 3

    Tips for an Agile M&A Integration Plan

    • Introduction

    • Assumptions

    • Tenet #1 Establishing an Operating Culture

    • Tenet #2 Look at Other Models & Tenet #3 It's Not Wrong to Have a GANT

    • Tenet #4 Build Workstreams with Milestones in Mind

    • Tenet #5 Measure What Matters

    • Unit Quiz

    • Q&A - Do you have any suggested reads for M&A professionals?

    • Q&A - When should an integration lead start planning integration?

    • Q&A - When is an Agile integration methodology not the best fit?

    • Q&A - What are examples of items you should be measuring?

    • Q&A - Do you need a different program plan for the leadership team, workstream leads, and the steering committee or can you combine them?

    • How to Develop M&A Integration Plan Ebook
  • 4

    Certification Feedback

    • Certification Feedback Form