Preparing for Day 1
How do you structure the governance of an acquisition integration and appoint the right people for the job?
This course is part of the Certified Acquisition Integration Manager program
To most employees of a business, the first time that they hear about acquired is when it is publicly announced. Although integration planning has been worked on for a while, to most employees this is the first day of the integration - hence it is known as "Day 1".
How and what you say in the Day 1 announcement is very important. For some integrations the way that you announce and welcome new employees can be the difference between integration success and failure. This course will teach you how to prepare and deliver the Day 1 announcement.
Are you fully prepared to announce an acquisition, winning the hearts and minds of the staff, partners, and clients of your acquisition?
Preparing for Day 1 addresses the following questions
- What must each business function do before announcing?
- What are the typical activities that we must plan for at an annoucement?
- How do you successfully announce when there are multiple locations?
- How do we plan the right messaging to each of the different audiences?
The course walks you through an example of announcing an acquisition to 6 different audiences (1 of which is the acquired staff). It identifies where, who, and how each audience hears the news.
This course includes a comprehensive Day 1 checklist for download.
Check out the contents of this course!
Upon successfully passing the course assessment, you will be awarded this Learning Achievement. 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!
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
Great course with comprehensive coverage of acquisition integration. A great facilitator kept the content engaging and encouraged robust discussions.
Drew Von Buseck
Intista's Sales Integration Checklist is a great tool to use when bringing two separate teams together, with all its supporting elements in place. There are other tools for merging sales teams, but this is the best there is for mid-size M&A integration. I recommend that you download and use this tool when planning next steps.
Chris Perfect
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
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 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
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 highly recommend Intista's integration training. The training is comprehensive, based on years of integration experience and data-backed insight and very relevant to my integration work.
The best thing I learned was an overall framework and process for integrations. From this baseline, I can then adjust based on unique circumstances. But I now have a very good starting point.
Ernie Lopez
The amount of knowledge and wisdom in this course cannot be met by anyone else.
... very responsive and helpful at every point of the course. I felt very supported.
Sarah Thornhill
[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
12 months' access
Take this course to prepare for the public announcement of an acquisition
Access the course Preparing for Day 1
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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.
