Post Merger Integration Checklist

Maintaining a consistent post-merger integration plan will help retain value and solidify your new team culture! This checklist provides a framework for integration tasks at 30, 60, and 100-day intervals, keeping you on track!

  • Professional template
    built for post-merger integration workflows. Use it to structure 30 / 60 / 100-day plans, add new actions as things evolve, track progress, and coordinate across teams.
  • A built-in data room
    so you can connect integration plans, status reports, and supporting documents directly to each task, with everything stored securely.
  • Project management capabilities
    to help your integration team, operations leads, and functional groups assign ownership, set priorities, and monitor execution over time.
  • Collaboration tools
    designed to replace disconnected email threads. Team members can comment, tag colleagues, and maintain full context within each integration task.

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