Deal lead, Project Manager, Deal Sponsor, Integration Lead, Integration team
Team collaboration, Visual Aids, Listening Skills
30 mins to 1 hour
Set up a meeting with everybody involved in the deal. They need to understand what is the strategic rationale of the transaction and what is the end state going to look like for the acquired company.
This meeting typically involves key integration team members and is led by the Project Integration Lead:
From there, figure out what are the necessary steps that you need to take in order to get to where you want to go from where you are today. From your end state, branch out to major milestones, and then sub milestones, to the micro work streams.
Before the meeting ends, your team needs to answer four questions that all tie back to the strategy of the deal.
And in the interest of keeping it simple, all of the questions need to be answered with a maximum of 5 bullets per question, and a maximum of 5 words per bullet.