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Resources Library > Strategy Bundle

Post Merger Integration Tool Kit

Align teams, streamline operations, and ensure seamless integration for the first 100 days of a post-merger transition.
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Why downloading?
  • 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
What you can use The Post Merger Integration Tool Kit for

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.

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Designed to Fit your Project Environment

Our guides and templates are built to be practical, flexible, and easy to implement. Each resource includes real-world frameworks, best practices, and use cases that you can apply immediately.

Tailored for fast-moving project teams and decision-makers, these guides help you structure and lead initiatives with clarity and confidence.

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Inspired by Independent
Top-Tier Consultants

These resources are inspired from seasoned freelance consultants from the Consultport network.

Designed to help internal teams and freelance experts work seamlessly together, our tools bring top-tier consulting standards to your business, without starting from scratch.

Quick Answers
Frequently Asked Questions (FAQs)
What is the PMI Checklist?
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.
How can I best utilize Consultport's Post Merger Integration Plan Template?
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.
Can I customize the PMI template and checklist to fit specific needs of my integration activities?
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 for Free