Showcase your well-researched strategy and plan with this professional M&A proposal template. An acquisition occurs when one company (called the acquiring company) buys another, smaller company (called the acquired or target company). December 14, 2016 PREMIUM CONTENT FOR SUBSCRIBERS. If the right communication didn't go out at the time that it should have, get it out as soon as you can, and then look to update your templates and your project plans to have a little more forward thinking the next time around, so you don't run into the same issue. From an integration standpoint, I like to go in preferably before close, but if you can't make that happen immediately after close. Additionally, the built-in Gantt chart allows you to simultaneously track multiple items against your project schedule, so that you can stay on top of every detail and adapt the timeline as needed. The final slide enables you to list list strengths, weaknesses, and resources for different aspects of the target company in a pre-built infographic and functions as a high-level capabilities and asset analysis. The overall vibe from an employee population can be positive or negative depending on the company's culture and how the acquisition was communicated internally from the acquired company's management. ©2021. It also confirms that you have the correct tools and adequate resources in place to integrate with minimal disruption to all involved parties. Learn about our premium resource and portfolio management platform, 10,000ft by Smartsheet. These templates are available for free download in Microsoft Excel, Word, and PowerPoint formats, as well as PDF files. You can build that out as a template and then adjust the threshold and finer details that can be customized based on what you learn for that specific acquisition.Â, Next, you'll want to set up regular or weekly meetings with your key stakeholders to work through all of the action items that we have to do to accomplish the integration.Your communication plan is going to include training decks for live trainings. The template includes space for company logo(s), the deal agreement, contact and background information, quotes from executives, and the company boilerplate. Learn how the flexible, extensible Smartsheet platform can help your organization achieve more. So, we moved to a method where we were assigning each supplier to an individual and we built an in house software solution to help remind people of the tasks that they needed to do and when they needed to do them. Have a good communication plan built out and then be ready for it to go wrong and adjust. As the integration lead you're often a facilitator between the acquired company and your own company. See why Smartsheet is the platform you need to drive achievement, no matter the scale of your ambition. List each deliverable, description, criterion for acceptance, and party responsible, and easily track the status of each item. However, those are a little more limited in scope, mostly from a procurement perspective. You can point out all of the opportunities and other areas of the business, where they might expand their career experience if they want to.There's a lot of benefits to employees sticking through an integration, so it is important to communicate that.Â. I'll divide this question out into two, as in developing a communication plan for M&A integration for the organization, if you're starting from scratch, and then how you would customize your communication plan and templates for your specific acquisition. Additionally, you can use this template for staffing and retention when you integrate organizations. Then you can teach employees about how communication is distributed at your company and slowly get them more accustomed to your standard communication methods and terminology.