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Post-Merger Integration PMI Playbook – Excel XLSX
Excel (XLSX) + Zip archive file (ZIP)
BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT
- 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
- 210 scored assessment questions across 7 domain areas
- 9 operational runbooks and checklists ready for immediate use
POST-MERGER INTEGRATION EXCEL DESCRIPTION
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.
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Source: Best Practices in Post-merger Integration Excel: Post-Merger Integration PMI Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk
