How to Create anM&AIntegration Team Charter,
Plus Charter Example and Template

Explanation

The Integration Team will create a Charter to document the mission, goals, and deliverables of the team.

How to Use

  1. The Integration Team Leader facilitates the team Charter discussion. S/he should use a printing white board or flip chart, paper and pens to record team members' thoughts and contributions as well as decisions made by the team.
  2. When decisions about the team Charter are complete, the Integration Team Leader should document the decisions using the Integration Team Charter template.

Discuss the team Charter by:

  • Identifying all team members.

  • Creating the team's mission.
  • Describe the objectives of the team.

  • Identifying team goals, deliverables, and due dates.
  • Refer to the high-level plans provided by the Executive Team, Steering Committee and Integration Team Leader.
  • Outline the team's goals and major deliverables.

  • Establishing success measures.
  • How will the team define success? How will you measure your effectiveness?

  • Determining reporting and communication responsibilities.
  • Who is this team accountable to?
  • How often will you communicate with this person/team?

  • Identifying resource needs and availability.
  • What person or group will your team need information or decisions from, or who will the team need to provide information or decisions to?

  • Defining boundaries, constraints and assumptions.
  • What can change?
  • What cannot change?

Time Required

An Integration Team Charter discussion may require up to four hours.

Materials Required

  • Printing white board (if available)
  • Flip chart, paper, and pens
  • Integration Team Charter template

Example of an Integration TeamCharter

Team Members:

  • Ken Knight*
  • Jane Simpson
  • Fred Alexander
  • Brian Miller
  • Roger Wallace
* denotes team leader

Team Scope/Objective:

Oversee and lead the development of Integration Plans for the rapid, efficient, and successful integration of (Company B's) people, assets, and business operations into (Company A).

Team Goals / Deliverables:

Deliverable

/

Approximate Due Date

Task Force Kickoff / June 11
Task Force Charters Approved / June 12
Integration Work Plans Approved / July 10
Detailed Project Plans Approved by Steering Committee / July 20
Comprehensive Plan Presentation / July 23

Success Measures:

  • Issues are resolved and decisions are made quickly— and judged at the end of every week.
  • Complete and appropriate Task Force Plans are approved on time.
  • Synergies and cost savings are attainable according to submitted Task Force Plans.

Reporting / Communication:

Accountable to the Steering Committee. Will provide a status report and submit issues for resolution on a weekly basis.

Resource(s):

  • Need to provide administrative resources to Task Forces—1 resource for every 2 teams.
  • Jane Simpson will commute between Boston and Chicago for the next month.

Boundaries/Constraints/Assumptions:

  • Budget cannot change.
  • Timeline cannot slip.

Approval

4/27/2021

Integration Team Charter

Team Name:

[Enter team name here]

Team Members:

  • Team Member 1
  • Team Member 2
  • Team Member 3
  • etc…

Team Scope/Objective

[State scope/objective here]

Team Goals / Deliverables

Deliverable

/

Approximate Due Date

Success Measures

[Enter success measures here]

Reporting / Communication: (Accountability, to whom, how often)

  • Steering Committee – [Enter information here]
  • Integration Team Leader – [Enter information here]

Resource(s): (Needs and Availability)

  • [Enter resource needs and availability here]
  • [Enter resource needs and availability here]

Boundaries/Constraints/Assumptions: (What can change, what cannot)

Can Change

  • [Enter boundaries that can change here]
  • [Enter boundaries that can change here]

Cannot Change

  • [Enter boundaries that cannot change here]
  • [Enter boundaries that cannot change here]

Approval

Signature / Date
Title / Role

1