A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | |
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1 | Phase | Type | Task | Sub task | Owner | Due date | Completion date | Status | ||||||||||||||||||||
2 | Short-term | Strategy | Set objectives for integration | Not started | ||||||||||||||||||||||||
3 | Short-term | Strategy | Define team to lead integration | Not started | ||||||||||||||||||||||||
4 | Short-term | Strategy | Knowledge share | Not started | ||||||||||||||||||||||||
5 | Short-term | Strategy | Knowledge share | Share knowledge on customers, market, and solutions | Not started | |||||||||||||||||||||||
6 | Short-term | Strategy | Knowledge share | Document and share information on lead creation and opportunity handoff | Not started | |||||||||||||||||||||||
7 | Short-term | Strategy | Complete positioning maps: Current and future | Not started | ||||||||||||||||||||||||
8 | Short-term | Strategy | Complete positioning maps: Current and future | Distribute employee and client surveys. Share findings internally and externally. | Not started | |||||||||||||||||||||||
9 | Short-term | Strategy | Complete positioning maps: Current and future | Integrate market research and other client and market insights on brand attitude and usage | Not started | |||||||||||||||||||||||
10 | Short-term | Strategy | Complete positioning maps: Current and future | Identify and map key personas | Not started | |||||||||||||||||||||||
11 | Short-term | Strategy | Complete positioning maps: Current and future | Identify any overlap between business units | Not started | |||||||||||||||||||||||
12 | Short-term | Strategy | Complete positioning maps: Current and future | Plot brand archetypes for Company brands based on surveys, market research, and other insights | Not started | |||||||||||||||||||||||
13 | Mid-term | Strategy | Complete company Situation Assessment: SWOT, 4 C's (Category, Client, Competition, Company) | Not started | ||||||||||||||||||||||||
14 | Mid-term | Strategy | Set major milestones for Marketing over the next 90 days | Not started | ||||||||||||||||||||||||
15 | Short-term | Strategy | Set major milestones for Marketing over the next 90 days | Determine key success factors | Not started | |||||||||||||||||||||||
16 | Short-term | Strategy | Set major milestones for Marketing over the next 90 days | Develop revenue baseline for the combined entity | Not started | |||||||||||||||||||||||
17 | Short-term | Strategy | Set major milestones for Marketing over the next 90 days | Confirm growth targets and expectations | Not started | |||||||||||||||||||||||
18 | Short-term | Strategy | Set major milestones for Marketing over the next 90 days | Align on company KPIs | Not started | |||||||||||||||||||||||
19 | Short-term | Strategy | Determine resources required to meet targets (people and budget) | Not started | ||||||||||||||||||||||||
20 | Short-term | Strategy | Determine risk and dependencies of integration | Not started | ||||||||||||||||||||||||
21 | Mid-term | Strategy | Align on client value proposition: Immediate, mid-term, and long-term | Not started | ||||||||||||||||||||||||
22 | Mid-term | Strategy | Map out market opportunities: Existing and new | Not started | ||||||||||||||||||||||||
23 | Short-term | Strategy | Map out market opportunities: Existing and new | Quantify TAM and SAM for each growth opportunity | Not started | |||||||||||||||||||||||
24 | Short-term | Strategy | Map out market opportunities: Existing and new | Evaluate short-term GTM opportunities for various markets | Not started | |||||||||||||||||||||||
25 | Mid-term | Strategy | Map out market opportunities: Existing and new | Evaluate medium-term GTM opportunities for various markets | Not started | |||||||||||||||||||||||
26 | Mid-term | Strategy | Prioritize growth strategies based on opportunities and readiness to win | Not started | ||||||||||||||||||||||||
27 | Short-term | Strategy | Prioritize growth strategies based on opportunities and readiness to win | Align on quick wins to share with clients | Not started | |||||||||||||||||||||||
28 | Mid-term | Strategy | Finalize and communicate Go To Market strategy | Not started | ||||||||||||||||||||||||
29 | Short-term | Strategy | Create Day 1 timeline | Not started | ||||||||||||||||||||||||
30 | Short-term | Customers | Review and compare customer list for all business units | Not started | ||||||||||||||||||||||||
31 | Short-term | Customers | Review sales and revenue data for all business units | Not started | ||||||||||||||||||||||||
32 | Short-term | Customers | Meet with customer success teams to discuss approach | Not started | ||||||||||||||||||||||||
33 | Short-term | Customers | Identify potential customer challenges/complaints | Not started | ||||||||||||||||||||||||
34 | Mid-term | Customers | Create customer retention program | Not started | ||||||||||||||||||||||||
35 | Short-term | Customers | Create customer FAQ | Not started | ||||||||||||||||||||||||
36 | Mid-term | Branding | Determine branding updates needed | Not started | ||||||||||||||||||||||||
37 | Mid-term | Branding | Determine branding updates needed | Discuss brand positioning | Not started | |||||||||||||||||||||||
38 | Mid-term | Branding | Determine branding updates needed | Discuss changes to company name | Not started | |||||||||||||||||||||||
39 | Mid-term | Branding | Determine branding updates needed | Discuss changes to company logo | Not started | |||||||||||||||||||||||
40 | Mid-term | Branding | Determine branding updates needed | Discuss changes to company tagline | Not started | |||||||||||||||||||||||
41 | Short-term | Branding | Determine branding updates needed | Create timeline for branding changes | Not started | |||||||||||||||||||||||
42 | Mid-term | Branding | Determine branding updates needed | Finalize brand voice/tone and look/feel | Not started | |||||||||||||||||||||||
43 | Mid-term | Branding | Make branding updates | Not started | ||||||||||||||||||||||||
44 | Mid-term | Branding | Make branding updates | Develop strategy for website redesign | Not started | |||||||||||||||||||||||
45 | Mid-term | Branding | Make branding updates | Make any updates to company websites | Not started | |||||||||||||||||||||||
46 | Mid-term | Branding | Make branding updates | Make any updates to sales collateral | Not started | |||||||||||||||||||||||
47 | Mid-term | Branding | Make branding updates | Make any updates to company social media accounts | Not started | |||||||||||||||||||||||
48 | Mid-term | Branding | Make branding updates | Make any updates to branded paid media campaigns | Not started | |||||||||||||||||||||||
49 | Mid-term | Branding | Create new brand guidelines, including logos and colors | Not started | ||||||||||||||||||||||||
50 | Mid-term | Team | Review existing organizational structures and roles | Not started | ||||||||||||||||||||||||
51 | Mid-term | Team | Review existing organizational structures and roles | Define new organizational structure and roles | Not started | |||||||||||||||||||||||
52 | Mid-term | Team | Review current contractors | Not started | ||||||||||||||||||||||||
53 | Mid-term | Team | Review current contractors | Create list of all contractors, including their role, cost, duration of contract, and any ongoing projects | Not started | |||||||||||||||||||||||
54 | Mid-term | Team | Review current contractors | Create transition plan for contractors - contracts to stay the same, expand or reduce scope, contracts to terminate, and new contractors to hire | Not started | |||||||||||||||||||||||
55 | Mid-term | Team | Review current team | |||||||||||||||||||||||||
56 | Short-term | Team | Review current team | Assess all existing team members, including key areas of knowledge and level of seniority | Not started | |||||||||||||||||||||||
57 | Mid-term | Team | Review current team | Create team transition plan - team members to stay the same, transition to new roles, or be let go, and new team members to be hired | Not started | |||||||||||||||||||||||
58 | Mid-term | Team | Review current team | Create retention plans for key team members | Not started | |||||||||||||||||||||||
59 | Mid-term | Team | Review current team | Create transition and knowledge transfer plans for team members who leaving or transitioning to new roles | Not started | |||||||||||||||||||||||
60 | Mid-term | Team | Review current team | Meet with HR to discuss changes to compensation and benefits | Not started | |||||||||||||||||||||||
61 | Mid-term | Team | Expand current team | Not started | ||||||||||||||||||||||||
62 | Mid-term | Team | Expand current team | Meet with recruiting team to discuss roles, compensation, and timing | Not started | |||||||||||||||||||||||
63 | Mid-term | Team | Expand current team | Hire new team members | Not started | |||||||||||||||||||||||
64 | Mid-term | Team | Expand current team | Onboard new team members | Not started | |||||||||||||||||||||||
65 | Mid-term | Team | Communicate org structure and leadership | Not started | ||||||||||||||||||||||||
66 | Mid-term | Team | Communicate org structure and leadership | Communicate new roles and team structures to direct reports/first-line managers | Not started | |||||||||||||||||||||||
67 | Short-term | Team | Communicate org structure and leadership | Meet with combined team to discuss expectations and organizational structure | Not started | |||||||||||||||||||||||
68 | Mid-term | Team | Communicate org structure and leadership | Enable meetings between managers and new direct reports | Not started | |||||||||||||||||||||||
69 | Short-term | Team | Communicate org structure and leadership | Provide change management training for managers | Not started | |||||||||||||||||||||||
70 | Mid-term | Team | Communicate org structure and leadership | Conduct one-on-ones with new team members | Not started | |||||||||||||||||||||||
71 | Mid-term | Team | Integrate teams | Not started | ||||||||||||||||||||||||
72 | Mid-term | Team | Integrate teams | Meet with HR to discuss plans for culture integration | Not started | |||||||||||||||||||||||
73 | Mid-term | Team | Integrate teams | Deliver workshop to combined team | Not started | |||||||||||||||||||||||
74 | Short-term | Communications | Create communications plan | Not started | ||||||||||||||||||||||||
75 | Short-term | Communications | Create communications plan | Determine key messaging for each product | Not started | |||||||||||||||||||||||
76 | Short-term | Communications | Create communications plan | Determine communication channels, e.g. sales meeting, employee and client webinars, blog, newsletter, email, podcast, video, etc. | Not started | |||||||||||||||||||||||
77 | Short-term | Communications | Create communications plan | Plan for customer awareness of transitioning team members | Not started | |||||||||||||||||||||||
78 | Short-term | Communications | Create communications plan | Understand partner ecosystem and key commitments/contracts | Not started | |||||||||||||||||||||||
79 | Short-term | Communications | Create communications plan | Plan for partner awareness of transitioning team members | Not started | |||||||||||||||||||||||
80 | Short-term | Communications | Create communications plan | Create communications calendar | Not started | |||||||||||||||||||||||
81 | Short-term | Communications | Create communications plan | Develop partner communications plan | Not started | |||||||||||||||||||||||
82 | Short-term | Communications | Create content to communicate changes and value proposition | Not started | ||||||||||||||||||||||||
83 | Short-term | Communications | Create content to communicate changes and value proposition | Develop FAQs: Employee, client, and vendor FAQs | Not started | |||||||||||||||||||||||
84 | Short-term | Communications | Create content to communicate changes and value proposition | Create and distribute employee talking points | Not started | |||||||||||||||||||||||
85 | Short-term | Communications | Create content to communicate changes and value proposition | Create press release | Not started | |||||||||||||||||||||||
86 | Short-term | Communications | Create content to communicate changes and value proposition | Distribute press release | Not started | |||||||||||||||||||||||
87 | Short-term | Communications | Create content to communicate changes and value proposition | Run customer-facing webinar | Not started | |||||||||||||||||||||||
88 | Short-term | Communications | Create content to communicate changes and value proposition | Write and send customer email | Not started | |||||||||||||||||||||||
89 | Short-term | Communications | Create content to communicate changes and value proposition | Write and publish blog post | Not started | |||||||||||||||||||||||
90 | Short-term | Communications | Create content to communicate changes and value proposition | Create and publish website page | Not started | |||||||||||||||||||||||
91 | Short-term | Communications | Create content to communicate changes and value proposition | Create and publish social media posts | Not started | |||||||||||||||||||||||
92 | Short-term | Communications | Create sales and client success messaging training | Not started | ||||||||||||||||||||||||
93 | Short-term | Communications | Create sales and client success messaging training | Implement sales and client success messaging training | Not started | |||||||||||||||||||||||
94 | Mid-term | Programs | Create list of committed tradeshows and conferences across business units | Not started | ||||||||||||||||||||||||
95 | Mid-term | Programs | Create list of committed tradeshows and conferences across business units | Allocate resources to committed events | Not started | |||||||||||||||||||||||
96 | Long-term | Programs | Create list of committed tradeshows and conferences across business units | Assess event list going forward | Not started | |||||||||||||||||||||||
97 | Mid-term | Programs | Review paid media campaigns for all business units | Not started | ||||||||||||||||||||||||
98 | Mid-term | Programs | Review paid media campaigns for all business units | Make any adjustments to paid media campaigns for all business units | Not started | |||||||||||||||||||||||
99 | Mid-term | Programs | Map out buyer journey for each business unit | Not started | ||||||||||||||||||||||||
100 | Mid-term | Programs | Map out buyer journey for each business unit | Identify content gaps in buyer journey | Not started |