Appendix PMI Tools
Based on A.T. KEARNEY’S experience performing numerous post-merger integration (PMI) engagements, we have developed a set of PMI tools that can facilitate project management throughout the merger integration process.
PREPARE FOR AND EXECUTE A PERFECT DAY ONE
Day One Checklist by Function
Description: The checklist contains a consolidated list of actions that each function will need to perform prior to day one.
Objective: This allows each function to prepare to ensure a seamless execution and transition on day one.
Tip: Checklist can include due dates, prioritization of activities, activity interdependencies, and activity owners to promote accountability and task management.
Day One Action Plan
Description: The action plan provides details of all activities to be executed on day one, grouped by key integration categories.
Objective: The project management office uses the action plan to organize the various work streams and to ensure all critical steps are completed on day one.
Tip: Similar to the day one checklist, the day one action plan outlines timing, prioritization of activities, interdependencies, and activity owners.
FIGURE A.1 Post-Merger Integration Tools Overview
FIGURE A.2 Example of a Day One Checklist by Function
LAUNCH INTEGRATION STRUCTURE ...
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