Merger Integration Plan Template

Create a successful merger integration plan with this comprehensive template. Streamline your process and maximize success.
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Merger Integration Plan Template

What is a Merger Integration Plan?

A Merger Integration Plan is a comprehensive strategy for successfully integrating two businesses after a merger or acquisition. It outlines the specific steps, objectives, and targets that need to be met in order to ensure a successful transition. This plan should be tailored to each organization’s unique situation and goals, and should cover all aspects of the integration process from communication to technology to customer service.

What's included in this Merger Integration Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Merger Integration Plan template for?

This Merger Integration Plan template is designed to help organizations of all sizes and industries quickly and effectively create a plan for the integration of their operations after a merger or acquisition. It provides a framework for defining focus areas, objectives, project actions, and KPIs (key performance indicators). The template can be adapted to fit the specific needs of each organization.

1. Define clear examples of your focus areas

Focus areas are the overarching goals of the integration process. They should be broad, yet specific enough to provide direction for the rest of the plan. Examples of focus areas could include Streamlining Integration Process, Optimizing Technology, and Enhancing Customer Service.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals that need to be achieved in order to complete the focus area. They should be measurable and achievable. Objectives should be specific, yet should not be too narrow, as they will be broken down into projects and KPIs.

Examples of some objectives for the focus area of Streamline Integration Process could be: Reduce Operational Inefficiency, and Increase Operational Efficiency.

3. Set measurable targets (KPIs) to tackle the objective

KPIs, or key performance indicators, are the specific, measurable targets set to tackle each objective. They should be measurable and achievable. For example, an objective might be to “Increase Operational Efficiency,” and the corresponding KPI might be to “Increase efficiency by 15%.”

An example of a KPI for the focus area of Streamline Integration Process could be: Decrease response time from 14 days to 10 days.

4. Implement related projects to achieve the KPIs

Projects, or actions, are the specific initiatives that need to be completed in order to achieve the KPIs. Projects should be actionable and achievable within a reasonable timeframe. For example, an objective might be to “Reduce Operational Inefficiency” and the corresponding project might be to “Create a new system of communication.”

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is the leading strategy execution platform, providing organizations with the tools they need to quickly and effectively plan, manage, and track their strategic objectives. With Cascade, organizations can easily manage their Merger Integration Plans, set targets, track progress, and measure success in real-time.

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