[Post Merger Integration] Factory ®

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Toolbox
Workstream : Synergy Management

We at PMI Factory® consider that the value-add of consulting services is not limited to checklists nor templates:
  • These documents are provided as entry points and discussion material. They should not be used mechanically, or implemented in a systematic way. Adjustment to context is critical.
  • Property rights.
    These documents are for most of them provided in re-usable formats, because we think this is a good way for you to gain time, and for us to be consistent with our philosophy. They can be used if needed, as long as the source is aknowledged.
  • These documents are often draft ones. They will evolve over time and improve as much as possible.

 

 ID

 Type

 Comment

Status

W1b_KO1Synergy Identification Interview Guide

This document enables a consultant or a employee to document synergy identification work. It may also be used to assess the work conducted in the pre-deal phase when starting the workstreams.

Final

W1b_KO2 Template 

Synergy capture sheet template. This is a detailed version, which may need to be simplified. It provides a full picture of the type of information required in a text version. 

Final 
W1b_KO3 Synergy Quantification Guide 

This document may be used with workstreams in order to document and secure the synergy quantification work. It should be part of the pack provided by the Programme Office. 

Final 
 W1b_KO4 Country Transformation Proposal

This document  illustrates how a Programme Office can launch a bottom-up review of gegraphical synergies.

 Final
W1b_K05 Template 

This template is to be used at Programme Office level to build and follow-up an overview of the synergy work achieved in the workstreams. 

Final 
W1b_K06 Panels Set - Synergy Process Overview

This document presents an overview of the Synergy process, from early identification down to actual implementation tracking. It provides a simple framework for each of the 15 worksteps considered.

Final

 

Last update 12.07.2007