• Mobilization Guide to ensure standard management processes are in place
  
  
• Master Plan Templates and Standard Milestones to ensure plan consistency
  
  
• Master Plan Checklist to ensure all integration components are addressed
  
  
• Product Checklists to ensure product-level planning is complete
  
  
• Minimum Requirements Checklist to ensure coverage of critical items for key dates are met
  
  
• Spend/Save Analysis to ensure optimization and financial synergy tracking
  
  
• Lessons Learned/Common Pitfalls as a guide for developing overall approach

Industry Specific Workstreams ensure key activities are covered:

• Development of specific synergies worksheet
  
  
• Legal, Regulatory, and Compliance checklist
  
  
• Operations and IT integration strawman work plans geared to industry and applications
  
  
• Industry ratios, benchmarking and synergy rationalization
  
  
• Team Room web collaboration tools

• Phase 1: Pre-Deal, Due-Diligence & Mobilization - Focuses on pre-deal, due diligence and mobilization activities. Mobilization of PMO, due diligence and reverse due diligence, transaction structure, negotiations, candidate analysis, strategic and financial analysis, integration team, framework, staff retention/redundancy and development of integration blueprint.
  
  
• Phase 2: Project Planning and Integration – Focuses on mobilizing the team, program principles, planning, PMO, gathering of legal, regulatory and compliance requirements, development of key milestones, master and detail plans and the synergy business cases around the merger.
  
  
• Phase 3: Program Focus and Business Integration – Planning and execution of business, operations & IT work streams, operational readiness, and systems conversions to deliver key synergy benefits.
  
  
• Phase 4: On-going Realization (Post-Close) – Conversion activities, blueprint reviewed and updated, review of synergies for optimization, execution of additional synergies projects, system retirement and post-integration assessment.

• Straw-man plans and deliverable templates
  
  
• Program management methodologies across all business lines
  
  
• Best practices framework