Head of Integrations, Functional Integration Lead, Acquired Counterpart
Collaborative knowledge transfer sheet tool (any tool that enables a shared, collaborative document outside of the acquiring organization as deployment may occur before IT systems are integrated), email
1-2 hours of prep, 15 minutes to execute
Contact acquiring integration lead via email with a link to their knowledge transfer sheet contained.
As a reminder, Day 1 for Project Handsome is this Thursday. The new employees will be receiving communication via Town Hall meeting, and we’ll give them Friday to absorb the news.
On Monday, I’ll introduce you to your initial counterpart with the link to your knowledge transfer sheet attached. Please review your knowledge transfer sheet, cross-check against the information in the data room, and make any needed edits before I send it on Monday.
As part of the introduction, I’ll provide the due date for declaring the knowledge transfer exercise complete so they’ll have that information, as well.”
Contact acquired counterpart with acquiring integration lead cc’ed on email with a link to their knowledge transfer sheet contained.
My name is Aaron Whiting, and I am Private Equity Operating Executive. My role is to manage the project of our two companies coming together.
As a first step in that process, I’d like to introduce Kison (cc’ed), our integration lead for our Support organization. As a natural part of the integration process, you and Kison will have a lot of questions for each other.
We’ve captured a core list of questions we usually have on the linked tool HERE. There will likely be other conversations that pop up, but these questions will help guide those conversations.
We’ve found that by providing these questions ahead of time and allowing you to pull documentation together on your own time, we can make more effective use of your time and reduce unnecessary meetings.
Please review the questions on the linked sheet and begin pulling together documentation or providing answers directly on the sheet.
Kison will look to schedule some time with you about a week from now to review the documentation and fill in any gaps that arise while you work on the sheet.
We’re targeting having knowledge transfer sheets completed by XX/XX/XXXX, so feel free to hold Kison accountable to answering those questions quickly; we’re here to help.
You’re in good hands with Kison, but let me know if there’s anything I can do to help.
During the Agile integration cadence, review Knowledge Transfer sheet progress in terms of percentage complete, while emphasizing the due date for completion.
Periodically assess for content applicability and completeness with leads throughout the project lifecycle. Identify opportunities to scale and automate within enterprise environmental factors and process assets.