PWPM Wiki

M&A Projects

M&A Projects focus on delivering technology capability β€” systems, integrations and platforms β€” reliably and securely.

What makes these projects distinctive

M&A Projects carry their own signature challenges. The ones that most often decide success or failure are unclear or shifting requirements, integration complexity with legacy systems, underestimated testing effort β€” so the plan should be built around managing exactly these.

Typical phases

  1. Initiation β€” business case and charter
  2. Planning β€” scope, schedule, budget, risks
  3. Execution β€” building the deliverables
  4. Monitoring & control β€” tracking against baseline
  5. Closure β€” acceptance, handover, lessons learned

Sample WBS outline

  • Initiation & business case
  • Planning (scope, schedule, budget)
  • Solution design
  • Built & configured system
  • Test results & UAT sign-off
  • Deployment & runbook
  • Support handover
  • Testing / quality assurance
  • Deployment / handover
  • Closure & lessons learned

Key deliverables

  • Solution design
  • Built & configured system
  • Test results & UAT sign-off
  • Deployment & runbook
  • Support handover

Top risks to plan for

  • Unclear or shifting requirements
  • Integration complexity with legacy systems
  • Underestimated testing effort

Key roles

Project ManagerBusiness AnalystSolution ArchitectDevelopersQA/Test Lead

Typical duration

3–9 months, depending on scale and complexity.

Plan a project like this

Use the templates, calculators and how-to guides to build the plan.

Templates Guides Calculators