Merger Process - Templates - Project or Workstream Areas
Age NI and Age UK have created this website to help other people in other organisations who are working through an amalgamation process, by sharing what they learnt and found useful during the merger of the Help the Aged and Age Concern charities. Age UK or Age NI owns the copyright in all the documents included. You are welcome to use in your own work any of the template documents that you find helpful, but are asked to acknowledge this website and the Age UK charities in your own project documents.
Programme Initiation Document (Merger Management System)
Under the temporary name of NewCharity UK, the Programme Management Office in England prepared a thorough merger programme management tool, calling it the ‘Programme Initiation Document’. The Programme Management Office in Northern Ireland liaised closely with the PMO in England (as did those of Scotland and Wales). The Programme Initiation Document was used as a model by the NI team. Using the assessment and programme monitoring tools and guidance provided in the ‘Programme Initiation Document’ helped all the country charities involved to approach the merger in a consistent and thorough way.
Further information on the ‘Programme Inititiation Document’ merger management system can also be found in Section 3 Merger Management.
Included in this section are a template to use in scoping your project work area (Workstream Brief), together with information on How to Complete the Workstream Brief and two sample completed workstream briefs.
A template was also developed to record and help track the different tasks that need to be completed within each workstream or project work area (Template. Action Plan to Support the Delivery of Tasks/Projects within a Workstream). This is included here along with the guidance notes prepared (Exemplar. How to Complete the Action Plan).
A clear reporting process is required during any project. The PMO developed a sample report form for all Workstream Leaders to use and distributed this, with a sample completed Workstream update. The PMO also suggested that Workstream Leaders use the sample Timelines Gantt Chart provided to plan and plot their key project timelines.
A list of the Workstream areas worked on in Northern Ireland is also included.