Executive summary

A method for designing how an acquired business and its acquirer operate together under the approved integration approach, and who decides what.

What is inside

What the operating model design covers

The asset walks a design owner from the approved integration option to a signed operating model: the integrate-now, integrate-later, and keep-separate map, the integration management office, synergy line ownership, Day 1 operating rules, account protection, people and retention authority, systems decisions, and exception handling. It ends with an approval matrix, a design acceptance scorecard, and an exception log.

  • Translating an approved integration approach into an operating model
  • Deciding what integrates now, later, or not at all
  • The integration management office and how it differs from a project team
  • Named ownership for every synergy line
  • Rules that protect customers and key people during integration
  • An approval matrix with one decider per integration decision
  • A tabletop walkthrough and design gate before Day 1