Creating Acquisition Integration Projects
How do you create the many projects needed to integrate an acquired business?
This course is part of the Certified Acquisition Integration Manager program
A significant part of integrating an acquired business is the planning and execution of projects and tasks, for example implementing a single payroll system. This course will walk the student through the process of turning integration objectives into workstream charters, and deriving the high level and details tasks.
This course includes a number of templates that can be downloaded.
The smallest integrations can involve hundreds of tasks or projects
How you to create these projects is critical to the successful management of this busy time
Creating Acquisition Integration Projects addresses the following questions
- What can you learn and apply from an ideal integration?
- What is an integration charter. How do you create them and how are they used?
- What is an integration playbook?
- Can you integrate and grow at the same time?
- How do you create a list of task that solve the specific problems of this integration?
- How do you combine a template of "standard" tasks with your integration-specific tasks for each workstream?
- What do you do, if you can't integrate first and improve second?
- How do you retain the Lessons Learned from your integration?
This course also includes more than 13 templates to give you a starting point for your workstream tasklists
Check out the contents of this course!
Upon successfully passing the course assessment, you will be awarded this Learning Achievement for completion. It contributes towards the Certified Acquisition Integration Manager (CAIM) qualification.
To review your Learning Achievements go to Online, My Learning Profile
Contact us to get a credit!
It was very valuable. Saving me or an organization involved many times the cost of the class. There was lot of the practical advice that I wish I had had about 12 months ago with an integration that we did.
David Cusimano
The class was comprehensive, and very practical. There's a lot of these that are theoretical and academic, and this is anything but that.
Ed Jurica
I loved it: the information, the way that everything is explained. The way that it flows all the way to the end. It is so well explained. It helps you concentrate and guide your process.
Luis Acevedo
Very valuable, I was able to immediately apply a lot of what was taught. I recommend this to anyone tasked with M&A work and leading M&A integration efforts. This course gives step by step relatable information that can be applied right away.
Maidei Burnette
[Intista] made the platform very easy to follow. The way [it] organizes the content to align with the actual integration process, I think it was very easy to follow. It is a great product that is highly customizable and has the structure that is needed for anyone who [wants to] jump in on it at any time.
Winnie Lee
Exceeded expectations. Substantial spreadsheets and checklists to support integration activity.
Tony Mulvahil
Great course with comprehensive coverage of acquisition integration. A great facilitator kept the content engaging and encouraged robust discussions.
Drew Von Buseck
I used to worry about integration after signing the papers I'd think "What do I do now?". It was a really good program that helped me understand the things that I need to consider to get the most value out of my acquisitions, based upon my acquisition goals. There were a lot of things that I wasn't thinking about.
Andrew Swanscott
The [course] exceeded my expectations. I think we were all 'experienced' coming into the class, but we all walked away with a much better understanding of the process which should help us collaborate better with corporate development on future integration work.
Rich Cone
I would really recommend [it for] people who are already in the field of M&A Integration, or for those who are interested in pivoting to this field to consider the course. There are a lot of fundamental learnings one can get from this course, [including] the structure, processes, and results of integration...”
Jarvis Luu
12 months' access
Take this course to learn how to set up your integration workstream projects
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Our Complete Range of Courses
Addresses questions that acquired employees have, including "What is an acquisition integration?", "How are the integration teams and decision makers organized?" and "How long can an integration take"
Considerations that leadership should have before acquiring, discuss 6 myths about integrations, and differentiate between the priorities of the acquisition team and the integration team
Four broad-category approaches to integrating an acquired small or mid-size business, along with the “Keep Separate” strategy
The teams that oversee, manage and deliver an acquisition integration; the members of these teams, their roles, qualifications and ideal qualities
Initiatives that define the focus areas, for the journey ahead: how to identify the objectives, and how these fit into the SSIM™ as a whole
Learn how to estimate and budget the finances of an acquisition integration: three types of cost estimation, budget submission, and three types of synergy
Staff retention should be a priority of smaller integrations. We discuss non-financial and financial incentives and introduce The Staff Retention Toolbox
Onboarding an entire acquired business is complex, emotional, and critical to the success of integrating acquired smaller businesses
The way that you announce and welcome new employees can be the difference between integration success and failure. Here we teach how to prepare and deliver the Day 1 announcement
Learn how to communicate to the different audiences for an integration, applying seven communication objectives
Walk through the process of turning integration objectives into workstream charters, and deriving the high level and details tasks.
[They were] able to assume solutions many times before problems occur and can remain collected so that many things which had overwhelmed others he was able to execute without issue or delay.
It not only made for a better culture, but a smoother run in streamlining both lines of business
Lauren Mink
Cross Country Healthcare
A succinct communicator, extremely organized, detail-oriented, thorough, timely, and importantly... made a huge positive difference on many occasions, helping to gain loyalty, bridge differences, and get newly acquired companies up and running.
Linda Peduto
Bentley Systems
Steve's expertise in project management and his dedication to the success of our team were second to none. Steve is expert in setting up procedures to accomplish complex tasks, and his follow through was a key factor in the success of our acquisition integration process.
Mike Markovitz
Angel Investor