Professional Documents
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Integration Charter Sample
Integration Charter Sample
MAIN
▪ Project Charter
▪ Objective and Deliverables
▪ Scope
▪ Required Resources
▪ Roadmap
▪ Project Duration
▪ Milestones
▪ Progress Status
Appendix
0
Project Charter
Objective and Deliverables
1
Project Charter
Scope
2
Project Charter
Estimated # of Hours and Required Resources
Minimum
Name of Department / %
Project Role Expected Remarks
Resource Function Involvement
Hours/week
Overall Integration
Jennifer Hife Integration 100% 40hrs/week Full Time
Manager
Steering 1hr
Integration Steering Committee 100%
Committee (x5) (x5)/week
One lead should be
Workstream Leads Lead Specific Workstream 20%~30% 2hrs
<per workstream> identified for each
(x11) Integration per week (x11)/week
workstream
Minimum of 2
resources to be
Workstream 10%~20% 1hr
<per workstream> Functional Expert/SME identified to work on
Members (x22) per week (x22)/week
integration
deliverables
3
* Not including resources from other OPCO’s/location.
Project Charter
Estimated Cost**
Estimated
Estimated Total Cost
Cost Description Amount Remarks
Qty (SGD)
(SGD)
Direct
Man-Hour (Salaries)
Infrastructure/Equipment/Etc.
Travel Related
Consulting Services
Other Expenses
Indirect
Overhead
Due Diligence
Workstream Description Build-Up Plan Remarks
Projection
IT
HR & Admin
Operations
Legal – Ops
ReBranding
Building Upgrade
Customer Mapping
Procurement
AllSeas
QHSSE
INTEGRATION
PLANNING IMPLEMENTATION POST INTEGRATION
July 2018 Aug Sept Oct Nov Dec Jan 2019 Feb Mar Apr
6
Project Status
Update as of 10 July 2018
Integration 100 Days Work Stream Hyper Care Hand Over Post Merger
Planning Plan Starts Implementation Stage Integration
Review
02 Jul 2018 16 Aug 2018 3 Sept 2018 21 Jan 2019 18 Feb 2019 25 Mar 2019
Overall Project Status ▪ Level of details across plan still needs to establish and in
progress
% Forward
Schedule Budget Quality
Complete Trend
~ xx%
▪ Communication ▪ Closing the deal is crucial (15 Aug). Over all direction when
the deal is done.
7
On Track At Risk Off Track Milestone Finished NS Not Started Trending: Improving trend for future No change Worsening trend for future
Project Status: G Y
R F
Appendix
Appendix
▪ Governance Structure
▪ Team Members
▪ Project Plan
8
Appendix
Governance Structure
Steering Committee
Perry Kennedy
James Parsons
Danny Lien
Integration Dan Tan
Management Gerard Tan
Office
PM, Comms & Change
Jennifer Hife
Workstream Lead
(11)
Setting up the governance
Project Lead and
structure provides a clear Members
escalation path and a home
base for all integration
activities.
**** A separate cost centre can be set-up to capture all integration related expenses.
9
Project Charter
Workstream Members
IT Quinny Lei
Procurement William Ho
QHSSE ??
10
Appendix
Project Plan (High Level)
Tasks Jul ‘18 Aug Sep Oct Nov Dec Jan ‘19 Feb Mar Apr May Jun
Integration Planning
Establish master plan
Conduct initial due diligence
Approve Comm Plan
Finalise first 100 Days plan
Implementation
Workstream/s starts integration
Allseas & Phoenix consolidated under AMOS
Communicate structure changes
Capture additional synergies
Update related documents
Establish key process metrics
Training…
HyperCare Stage
Hand Over
Sign-off for all Workstream 20 Aug
Post Integration
Conduct post merger evaluation
28 Sep
Post Merger Eval report out
Closing
25 Mar
11