Resource B

Integration Planning Template*

*A detailed outline of expected deliverables, along with representative document formats and actual plans from previous integration projects, can be used to help task forces produce effective plans.

An Outline for Task Force Initial Transition Plans

  1. I. Overall Work Flow and Key Operating Rules
  2. II. Synergies—“Quick Hits and Low-Hanging Fruit”
  3. III. Initial Systems and Facilities Requirements
  4. IV. Transition Cost Estimate
  5. V. Transition Timeline
  6. VI. Issues and Recommendations for the Executive Staff's Attention

We believe these categories represent the minimum business requirements for successful transition and capture of initial synergies.

Although each task force's requirements will be different, ...

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