Post Merger Integration Plan Template

Unite your operations after a merger or acquisition with this comprehensive post-merger integration plan template!
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Post Merger Integration Plan Template

What is a Post Merger Integration Plan?

A post merger integration plan is a strategic plan designed to help business leaders and teams integrate and unite their operations following a merger or acquisition. It outlines the necessary steps and processes to ensure a successful integration. It includes focus areas, objectives, actions, and KPIs that measure the progress of the integration.

What's included in this Post 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 Post Merger Integration Plan template for?

This post-merger integration plan template is designed for business leaders and teams in all industries who are looking to create a plan for integrating after a merger or acquisition. It provides a roadmap and structure for formulating a plan that will ensure a successful and seamless integration.

1. Define clear examples of your focus areas

Focus areas are the broad topics you want to address with your post-merger integration plan. Examples of focus areas may include streamlining merger processes, improving communication, and centralizing processes. Once you have identified your focus areas, you can begin to set objectives to address them.

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

Objectives are the goals within each focus area that you want to achieve. They should be specific, measurable, and actionable. Examples of some objectives for the focus area of Streamline Merger Process could be: Create Comprehensive Merger Checklist, and Establish Unified Culture.

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

KPIs are measurable targets that are used to track progress towards each objective. They should have an initial value, a target value, and a unit of measurement. For example, a KPI for the objective of creating a comprehensive merger checklist could be to complete the checklist with a unit of measurement of '%' and an initial value of 0 and a target value of 100.

4. Implement related projects to achieve the KPIs

Projects, or actions, are the steps that need to be taken to achieve the KPIs. Each project should have a specific timeline and resources allocated to it. For example, a project related to the KPI of completing the merger checklist could be to develop a checklist of all necessary steps for a successful merger.

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

Cascade is a strategy execution platform that helps teams create, track, and monitor strategic plans. Cascade's platform allows teams to see results from their plans quickly, as well as make adjustments as needed to ensure a successful integration.

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