Templates
Operations
Post-Merger Integration (PMI) Checklist
Post-Merger Integration (PMI) Checklist

Post-Merger Integration (PMI) Checklist

1
Introduction:
2
Document PMI details
3
Enter details for the external advisors
4
Complete the integration due diligence
5
M&A strategy & defining principles:
6
List core strategy issues
7
Determine methods to address strategy issues
8
Define integration parameters
9
Document the guiding principles
10
Approval: Guiding principles
11
M&A integration governance:
12
Confirm key roles
13
Set up team structure
14
Establish team protocols
15
Conduct IMO meeting
16
Approval: IMO meeting targets
17
PMI staffing & retention plans:
18
Evaluate onboarding process
19
Assess staffing needs
20
Integration planning:
21
Create a risk management plan
22
Develop the company culture integration plan
23
Design the integration communications plan
24
Finalize project integration plans
25
Summarize Day One plans
26
Approval: Day One Plan
27
PMI execution:
28
Execute acquisition integration plans
29
Conduct the post-mortem merger examination
30
Identify PMI mistakes
31
Complete workflow run
32
Sources:
33
Related workflows: