creating logo

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!

Creating Acquisition Integration Projects

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!

Certified Acquisition Integration Manager logo

12 months' access

Take this course to learn how to set up your integration workstream projects

Access the course Creating Acquisition Integration Projects

Register with a unique user name and password

Our Complete Range of Courses

Training and certification for set up and management of an integration of an acquired business

Training, certification and mentoring for you to deliver the value of your M&A through successful integration

Acquisition integration basics course

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 Integration Organization

The teams that oversee, manage and deliver an acquisition integration; the members of these teams, their roles, qualifications and ideal qualities

Integration Objectives

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 after an Acquisition

 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

Preparing for Day 1

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

Communication during Integrations

Learn how to communicate to the different audiences for an integration, applying seven communication objectives

Creating Acquisition Integration Projects

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

Cross Country Healthcare

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

Bentley Systems

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