{"id":26327,"date":"2021-06-08T19:52:44","date_gmt":"2021-06-08T19:52:44","guid":{"rendered":"https:\/\/www.process.st\/templates\/post-merger-integration-pmi-checklist\/"},"modified":"2024-02-29T04:04:44","modified_gmt":"2024-02-29T04:04:44","slug":"post-merger-integration-pmi-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/post-merger-integration-pmi-checklist\/","title":{"rendered":"Post-Merger Integration (PMI) Checklist"},"content":{"rendered":"
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Introduction:<\/h2>\n
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This workflow is designed to walk you through every stage of the post-merger integration process from pre-planning to post-mortem. <\/p>\n

At the latest<\/strong>, this workflow should be run prior to closing <\/strong>while the pre-deal <\/strong>due diligence<\/strong> is still in progress<\/strong>. <\/p>\n

Details in the first two sections that should be decided well in advance are included here for documentation purposes.<\/p>\n

For added efficiency, this workflow can be run as soon as negotiations commence to record information as it's decided. <\/p>\n

INFO: <\/strong>For step-by-step guidance<\/strong> on creating, editing, managing, and running workflows, read Getting Started with Process Street: The 5 Stages of Process Building<\/a>.<\/p>\n<\/div>\n<\/section>\n

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Document PMI details<\/h2>\n
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Record the principle details of the post-merger integration process. <\/p>\n<\/div>\n

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