100+ Post-Merger Integration (PMI) SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a structured approach for establishing an Integration Management Office (IMO) to drive merger success.
2. Offers a clear methodology for aligning organizational structures, processes, and strategies across merging entities.
3. Delivers actionable guidance for monitoring and realizing financial, operational, and revenue synergies post-merger.

PMI EXCEL DESCRIPTION

This product (100+ Post-Merger Integration [PMI] SOPs) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives


Unlock Post-Merger Success with 150+ Comprehensive Integration SOPs – The Ultimate PMI Toolkit

Navigating post-merger integration (PMI) has never been easier—or more precise. Introducing our complete 150+ Post-Merger Integration SOPs Package, designed for CEOs, CFOs, COOs, and integration leaders who demand perfect alignment, operational excellence, and rapid synergy realization. This is the definitive, all-in-one SOP package that transforms complex mergers and acquisitions into seamless, value-maximizing transitions.

Whether you're leading integration governance, finance consolidation, HR harmonization, IT alignment, or customer experience integration, our SOPs cover every critical area. Every SOP is ready-to-use, fully structured, and optimized to help organizations reduce risk, accelerate integration, and capture synergies.

Why Choose Our Post-Merger Integration SOP Package?
•  Comprehensive Coverage: 12 major integration domains with 150 SOPs covering governance, operations, finance, HR, IT, sales, marketing, risk, compliance, culture, and customer experience.
•  Time-Saving: Ready-made SOPs eliminate months of planning and documentation. Focus on execution, not drafting.
•  Proven Framework: Developed with M&A best practices, regulatory standards, and operational excellence in mind.
•  Measurable Outcomes: Each SOP aligns with KPIs, dashboards, and performance tracking, ensuring synergy realization and integration value creation.

SOP Overview:
I. Integration Governance & Program Management (15 SOPs)
1. Integration Management Office (IMO) Setup SOP
2. Governance Framework Establishment SOP
3. Integration Charter Development SOP
4. Integration Roadmap Creation SOP
5. Synergy Tracking and Reporting SOP
6. Integration KPI and Dashboard Setup SOP
7. Risk Management and Mitigation SOP
8. Issue Escalation and Resolution SOP
9. Decision-Making Authority Matrix SOP
10. Change Control and Approval Process SOP
11. Integration Communication Protocol SOP
12. Steering Committee Coordination SOP
13. Workstream Alignment and Coordination SOP
14. Program Review and Status Reporting SOP
15. Integration Close-Out and Lessons Learned SOP

II. Strategic & Operational Alignment (10 SOPs)
16. Strategic Objectives Alignment SOP
17. Business Model Harmonization SOP
18. Target Operating Model Design SOP
19. Organizational Integration Strategy SOP
20. Process Standardization Framework SOP
21. Operational Continuity Planning SOP
22. Strategic Initiative Prioritization SOP
23. Performance Management Alignment SOP
24. Operational Risk Assessment SOP
25. Business Plan Consolidation SOP

III. Finance & Accounting Integration (15 SOPs)
26. Financial Systems Integration SOP
27. Chart of Accounts Harmonization SOP
28. Financial Reporting Consolidation SOP
29. Budgeting and Forecasting Alignment SOP
30. Treasury and Cash Management SOP
31. Bank Account Rationalization SOP
32. Intercompany Accounting SOP
33. Fixed Assets Integration SOP
34. Tax Compliance and Planning SOP
35. Internal Controls Alignment SOP
36. Cost Synergy Realization Tracking SOP
37. Working Capital Optimization SOP
38. Audit Coordination and Integration SOP
39. Financial Closing Process Integration SOP
40. Accounting Policies Harmonization SOP

IV. Human Resources Integration (15 SOPs)
41. HR Due Diligence Handover SOP
42. Organizational Structure Alignment SOP
43. Role Mapping and Redundancy Review SOP
44. Compensation and Benefits Harmonization SOP
45. Payroll Integration SOP
46. Talent Retention and Key Employee Plan SOP
47. Employee Onboarding and Orientation SOP
48. Labor Relations and Union Communication SOP
49. HRIS System Integration SOP
50. Performance Management Integration SOP
51. Training and Skill Development SOP
52. Leadership Alignment Workshops SOP
53. Cultural Integration Program SOP
54. Employee Communication and Feedback SOP
55. Workforce Transition Management SOP

V. Legal, Compliance & Governance (10 SOPs)
56. Corporate Entity Rationalization SOP
57. Regulatory Filings and Notifications SOP
58. Contract Review and Novation SOP
59. Legal Risk Assessment SOP
60. Intellectual Property Consolidation SOP
61. Litigation Management SOP
62. Compliance Framework Integration SOP
63. Ethics and Code of Conduct Alignment SOP
64. Data Protection and Privacy Compliance SOP
65. Board and Governance Structure SOP

VI. IT & Systems Integration (15 SOPs)
66. IT Integration Strategy SOP
67. Systems Inventory and Mapping SOP
68. ERP System Consolidation SOP
69. CRM Integration SOP
70. IT Infrastructure Alignment SOP
71. Network and Security Integration SOP
72. Data Migration Planning SOP
73. Application Rationalization SOP
74. Cloud System Integration SOP
75. Identity and Access Management SOP
76. IT Service Management SOP
77. End-User Support Transition SOP
78. Cybersecurity Framework Alignment SOP
79. IT Vendor Contract Review SOP
80. System Decommissioning SOP

VII. Operations & Supply Chain Integration (15 SOPs)
81. Operations Integration Blueprint SOP
82. Supply Chain Mapping and Rationalization SOP
83. Procurement Policy Harmonization SOP
84. Supplier Contract Consolidation SOP
85. Inventory Management Integration SOP
86. Logistics Network Optimization SOP
87. Production Planning Alignment SOP
88. Quality Management Integration SOP
89. Maintenance and Asset Management SOP
90. Standard Operating Procedures Unification SOP
91. Plant and Facility Integration SOP
92. Health, Safety & Environment (HSE) SOP
93. Procurement System Integration SOP
94. Vendor Risk Assessment SOP
95. Supply Chain Synergy Tracking SOP

VIII. Sales, Marketing & Customer Integration (15 SOPs)
96. Go-to-Market Strategy Alignment SOP
97. Brand Architecture and Identity SOP
98. Product Portfolio Rationalization SOP
99. Pricing Strategy Integration SOP
100. Sales Territory Realignment SOP
101. Key Account Transition Plan SOP
102. CRM Data Consolidation SOP
103. Marketing Campaign Alignment SOP
104. Channel Partner Integration SOP
105. Customer Communication Plan SOP
106. Cross-Selling and Upselling SOP
107. Sales Force Enablement SOP
108. Customer Support Integration SOP
109. Voice of Customer Feedback SOP
110. Market Positioning and Messaging SOP

IX. Culture, Change & Communication Management (10 SOPs)
111. Cultural Due Diligence Review SOP
112. Culture Integration Roadmap SOP
113. Change Impact Assessment SOP
114. Leadership Alignment Sessions SOP
115. Integration Communication Strategy SOP
116. Employee Engagement Survey SOP
117. Integration Townhall and FAQ SOP
118. Cultural Synergy Measurement SOP
119. Change Agent Network SOP
120. Continuous Communication Loop SOP

X. Risk, Audit & Compliance Control (10 SOPs)
121. Enterprise Risk Integration SOP
122. Internal Audit Alignment SOP
123. Compliance Risk Mapping SOP
124. Fraud Risk Mitigation SOP
125. Control Environment Harmonization SOP
126. Whistleblower and Ethics Hotline SOP
127. Regulatory Compliance Testing SOP
128. Third-Party Risk Review SOP
129. Security and Data Risk Integration SOP
130. Continuous Monitoring and Assurance SOP

XI. Customer Experience & Service Integration (10 SOPs)
131. Service Model Alignment SOP
132. Customer Journey Mapping SOP
133. Service Level Agreement (SLA) Harmonization SOP
134. Customer Support Technology Integration SOP
135. Complaint Management SOP
136. Customer Data Privacy SOP
137. Customer Retention and Loyalty SOP
138. Service Transition Plan SOP
139. Customer Training and Education SOP
140. Post-Merger Customer Satisfaction Monitoring SOP

XII. Synergy Realization & Performance Tracking (10 SOPs)
141. Synergy Identification and Validation SOP
142. Synergy Capture Plan SOP
143. Revenue Synergy Monitoring SOP
144. Cost Synergy Monitoring SOP
145. One-Time Cost Tracking SOP
146. Integration Benefit Realization SOP
147. Post-Integration Review SOP
148. Synergy Dashboard Reporting SOP
149. Continuous Improvement Loop SOP
150. Integration Value Creation Assessment SOP



Maximize M&A Success Now
With over 150 ready-to-deploy SOPs, this package is the most complete, actionable, and SEO-optimized resource for companies that want to accelerate post-merger integration, minimize operational risk, and capture maximum synergies. Don't leave your merger outcomes to chance—equip your team with the ultimate PMI playbook today.




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Source: Best Practices in PMI Excel: 100+ Post-Merger Integration (PMI) SOPs Excel (XLSX) Spreadsheet, SB Consulting