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Post Merger Integration Tool Kit

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Kit

Post Merger Integration Tool Kit

Align teams, streamline operations, and ensure seamless integration for the first 100 days of a post-merger transition.

Why Consultport’s
PMI Tool Kit?

  • First 100-day PMI Template + 1 Checklist to streamline your PMI process

  • 5 PMI Phases to streamline success since day 1

  • PMI Checklist to ensure execution of key steps and tasks throughout the integration

Plan and execute your post merger integration campaign with this essential tool kit!

The 100-Day Post-Merger Integration Template is structured into five key phases to guide a smooth transition. Start with Phase 1: Preparation for Day 1 to establish governance, define integration objectives, and align leadership. Then, move on to Phase 2: Day 1 Execution to ensure a seamless transition for employees, customers, and stakeholders. Phase 3: The first 30 Days focus on stabilizing operations, integrating teams, and tracking early synergies. In Phase 4: 30-90 Days, workstreams merge, branding aligns, and systems consolidate. Finally, Phase 5: Post 90 Days ensures full operational integration and long-term success.

This template is paired with a checklist to streamline your workstreams. The templates are fully customizable to fit your business needs. Adjust timelines, priorities, and activities to align with your organization’s integration strategy.

Frequently Asked Questions (FAQs)

The PMI Checklist includes various checkpoints at different stages of the integration, from pre-merger planning to due diligence to integration management and risk mitigation. The checklist also includes specific integration items for different corporate functions.

Consultport’s PMI Plan Template comes with 3 sections. Start with the Strategy tab to outline integration objectives, team structures and engagement strategies. Then, move on to the Action Plan tab to describe the timeline, people initiatives and functional integration. Finally, move on to the communication plan to develop crucial messages for key stakeholders.

Of course! The PMI template and checklist are customizable to suit the specific needs of your integration campaigns. You can adapt the sections, checklist items, and content to align with your integration goals.

Get started with Consultport’s
Post Merger Integration Tool Kit!

Download now and get started today!