M&A Integration Charters

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By Joe Aberger

An integration charter is the short founding document for a workstream — it names a team's mission, draws a boundary around what's in scope, and lists open questions that need to be answered. 

The charters in this presentation do the opposite of what most planning documents do. Instead of adding detail, they strip a workstream objectives down to the few things that matter the most. 

Without charters, teams tend to operate with less clarity and either duplicate each other's work or leave gaps nobody notices until there are issues. This presentation provides a full set — thirteen slides, one charter per workstream, covering every function involved in an integration.