Post-Merger Integration PMI Playbook (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
2. 210 scored assessment questions across 7 domain areas
3. 9 operational runbooks and checklists ready for immediate use

POST-MERGER INTEGRATION EXCEL DESCRIPTION

Post-Merger Integration PMI Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

POST-MERGER INTEGRATION (PMI) PLAYBOOK

64 professional-grade tools | 349 spreadsheet tabs | 2,730+ rows of structured content | 6 PDFs + 58 XLSXs | 11 organised folders

A complete consulting-grade toolkit for planning and executing post-merger integration programmes that capture deal value and protect business continuity.

WHAT YOU GET: THREE-STEP IMPLEMENTATION JOURNEY

Step 1 – DIAGNOSE
•  Quick Scan assessment for integration readiness evaluation
•  RDMAICS dashboard (Recognise, Define, Measure, Analyse, Improve, Control, Sustain)
•  Maturity radar for synergy planning, Day 1 preparedness, cultural alignment
•  7 domain assessments x 30 questions = 210 total assessment questions

Step 2 – SET GOALS
•  Project Charter, RTM, RACI, WBS, Scope Plan
•  Requirements Documentation, Assumptions Log

Step 3 – IMPLEMENT
•  5 PM workbooks, 9 operational runbooks
•  KPI frameworks (synergy realisation rate, milestone completion, retention, attrition)
•  IMO reporting dashboards for Steerco and Board

210 ASSESSMENT QUESTIONS ACROSS 7 DOMAINS
1. Integration Strategy and Governance
2. Synergy Identification and Value Capture
3. Day 1 Readiness and Operational Continuity
4. People, Culture, and Change Management
5. IT and Systems Integration
6. Functional Workstream Execution
7. Customer and Market Continuity

9 OPERATIONAL RUNBOOKS AND CHECKLISTS
•  Day 1 Readiness Checklist (7 sheets, 56 rows)
•  Synergy Tracking and Validation Runbook (6 sheets, 48 rows)
•  IMO Operating Rhythm Setup Runbook (5 sheets, 42 rows)
•  Cultural Integration Assessment Checklist (5 sheets, 39 rows)
•  IT Systems Integration Planning Runbook (6 sheets, 51 rows)
•  Key Talent Retention Programme Checklist (4 sheets, 35 rows)
•  Functional Workstream Planning Template (6 sheets, 44 rows)
•  Customer Communication and Retention Runbook (5 sheets, 40 rows)
•  100-Day Integration Review Runbook (8 sheets, 58 rows)

MODELS AND FRAMEWORKS
•  PMI Operating Model Decision Framework
•  Synergy Waterfall Model
•  Integration Maturity Assessment
•  Cultural Integration Framework (Cameron and Quinn)
•  Clean Room Data Exchange Protocol

WHO THIS IS FOR
•  Integration Management Office (IMO) leads and PMI Programme Directors
•  Corporate Development and M&A teams
•  Management consultants delivering PMI engagements
•  CFOs and COOs overseeing synergy realisation
•  HR Directors (org design, talent retention, cultural integration)
•  CIOs leading IT systems integration

Instant digital download. 64 files organised across 11 folders. Ready to deploy immediately. No subscriptions, no logins.

Source: Best Practices in Post-merger Integration Excel: Post-Merger Integration PMI Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk