Course Overview

Held in a boardroom setting with a maximum of 20 participants, this combination course and workshop is designed for management teams leading the transition from deal execution to operationalization.

Who Should Attend

Corporate leaders preparing for strategic acquisitions. Senior leaders in corporate development, strategic planning, program management, finance, legal, operations, IT and HR.

Feedback from Attendees

“Thoroughly engaging and informative training. The material was extremely well done and presented by true experts in M&A Integration.” -Janet Phillips, Sr. Director M&A, Symantec, Inc.

“There was a good combination of practical concepts and action plans reviews together with in-depth discussions between the participants. The two leaders from GPMI partners, Scott and Stefan are very experienced and knowledgeable and definitely have all the relevant practices needed for successful integration.” – Eran Katz, SVP, Chief Business Processes Officer, Teva Pharmaceuticals

“The vast experience in PMI’s accumulated by ‘Global PMI partner’ was put together in a clear and relevant way in the beneficial two days training. It is surely recommended to executives that will need to face PMI challenges.” – Class Participant


  • 2 Day executive course and workshop
  • Boardroom setting
  • Maximum 20 participants
  • Course materials provided to all
  • Breakfast and snacks provided


$3,450 USD per attendee. $2,950 USD per attendee if registered 60 days prior to course start, or for companies with 3 or more participants.

Cancellation Policy

Cancellations or deferrals must be submitted in writing more than 30 days before the program start date to receive a full refund less 10% processing fee. Due to program demand and the volume of pre-program preparation, cancellations or deferrals received less than 31 days before the program start date will be charged in full.

Interview with Scott Whitaker, leading M&A author and course instructor

Course Topics

Day 1: Essential Elements of Integration Planning

Defining the integration challenge

  • Pre-close technology and operation due diligence
  • Risk assessment & mitigation planning
  • Integration resourcing requirements
  • Scorecards and metrics
  • Collaboration essentials

Establishing the Strategic Framework

  • Developing business goals & integration strategy
  • Identifying value drivers
  • Converting strategy to integration planning direction

Mobilize Integration Governance

  • Establishing integration governance
  • IMO roles & responsibilities
  • Internal resourcing guidelines

Day 2: Essential Elements of Integration Execution

Execution Mobilization

  • Data harvesting
  • Mobilizing the IMO process
  • Creating tools and templates

Functional Workstream Development

  • Phasing and prioritization
  • Day 1 and communications planning
  • Preparing for unique M&A scenarios

Building an Internal Competency

  • Integration process optimization
  • Integration playbooks
  • Readiness and playbook methodology training