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Integration Assessment

Score this deal from 1 to 4 for each of the statements below. After completing the survey simply press the Results button to find your total score and the implications for your organization.

Rank each on a scale of 1 to 4
1=Totally Disagree, 2=Disagree, 3=Agree, 4= Totally Agree

Vision

1. We have established a timeline for critical changes.

2. We have decided how to integrate our brands.

3. We have committed to a clear mission.

4. We have a strong communication strategy for integration objectives.

5. We have a post-merger integration plan based on the investment thesis.

Financial Synergy

1. We have accurately valued the combined tangible and intangible assets.

2. We have established key interim measures of success.

3. We have met the financial criteria set by our investors.

4. We have stress-tested our view of their financial situation.

5. We have made key decisions about the integration of financial systems.

Operations

1. We are able to track customer happiness in real time.

2. Relationships with key suppliers have been secured.

3. We have comprehensive, enterprise-wide IT system capability to replace multiple legacy systems.

4. We have a plan to integrate sales and marketing to fuel growth.

5. We have calibrated speed, giving consideration to possible disruptions.

Talent

1. We have selected the best person for each key role.

2. Each key player has agreed to a compensation / benefit package.

3. Functional leaders are in place.

4. We have clear lines of accountability for each function.

5. We have developed a succession plan for key positions.

Culture

1. We communicated the type of organizational culture needed to fuel success.

2. We have described the specific behaviors people will need to exhibit to succeed in the new culture.

3. Leaders make our values more credible through their behavior.

4. We have a code of conduct for the new organization.

5. Reporting structures are in place.

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