What is an Integration Plan?
An integration plan is a comprehensive organizational plan that is designed to help organizations transition into a new state while ensuring that the goals of the transition are achieved. It outlines the activities, initiatives, and resources needed to successfully integrate two or more organizations into a single entity. This includes setting objectives, defining focus areas, setting measurable targets (KPIs), implementing related projects, and monitoring progress. The integration plan template provides a step-by-step guide for organizations to create their own integration plan and ensure a successful transition.
What's included in this Integration Plan template?
- 3 focus areas
- 6 objectives
- 6 projects
- 6 KPIs
Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.
Who is the Integration Plan template for?
The integration plan template is for organizations in various industries undergoing a merger, acquisition, or other type of integration. This template is designed to help organizations develop an effective integration plan that encompasses the core elements needed for a successful transition. The template includes sections on focus areas, objectives, KPIs, actions, and measurements.
1. Define clear examples of your focus areas
Focus areas are the broad topics that an organization wants to address during the integration process. Examples of focus areas include streamlining integration process, enhancing employee engagement, and streamlining IT infrastructure. When determining focus areas, it is important to consider the organizational goals and objectives of the integration.
2. Think about the objectives that could fall under that focus area
Objectives are the specific goals that the organization wants to achieve within each focus area. Objectives should be measurable and actionable, making it easier for the organization to track progress and determine if the objectives have been met. Examples of objectives for the focus area Streamline Integration Process could include improving communication and establishing common practices.
3. Set measurable targets (KPIs) to tackle the objective
KPIs (Key Performance Indicators) are measurable goals that are set to track progress towards achieving an objective. For example, if the objective is to improve communication between organizations, a KPI could be to increase the number of meetings between working groups. KPIs should be measurable, have an initial value, a target value, and a unit of measurement.
4. Implement related projects to achieve the KPIs
Projects (also known as actions) are activities that are undertaken to achieve the objectives and KPIs set in the integration plan. For example, if the objective is to establish common practices, the related project would be to establish an integration governance. Projects should be detailed and include steps, resources, and timelines for completion.
5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy
The Cascade Strategy Execution Platform is an all-in-one platform to help organizations track, manage, and optimize their strategy. The platform provides tools and features to help organizations plan and execute their integration plans, track progress, and make informed decisions. With Cascade, organizations can quickly and easily see the results of their integration plan and make adjustments as needed.