Merger Integration Plan Template. Post Merger Integration plan explained by PMI experts - why do you need it, best practices and several examples from our projects including plan Building an actionable and comprehensive Post Merger Integration plan requires time and integration experience. One of the biggest misperceptions about post-merger integration is that it can simply be tacked on to existing day-to-day responsibilities.
For this reason, any company involved in merger & acquisitions needs to keep this in mind and ensure they are taking the necessary steps at every stage.
Integration planning is rarely contemplated at the outset of an M&A Transaction.
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This planning should be an integral part of the merger process that proceeds in parallel with conceiving and valuing the deal, assessing synergies and The Integration Management Office (IMO) provides templates for these deliverables to ensure consistent efforts across functional teams. Of course, it may be that you would need templates of the necessary documents before engaging in anything like a confidentiality agreement. The Post Close Integration Checklist template provides a framework for integration requests.
