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Each PMI project will have a unique set of circumstances, so items within this template may need to be augmented, edited, or deleted. It is encouraged that project managers schedule an initial meeting with a cross functional team before closing to review and edit this list and align on pre-close duties |  |  |  |  |  |  |  |  |  |  |\n| Department | Deliverables |  | Dependencies/Roadblocks/Notes | Owner | Integration\u003Cbr>Timeline | Duration\u003Cbr>(Days) | Start\u003Cbr>Date | Due\u003Cbr>Date | Status | Progress |\n| PMI Leadership |  |  |  |  |  |  |  |  |  |  |\n| Integration Management | Set PMI Governance |  |  |  |  |  |  |  |  |  |\n| Integration Management | Identify deal type (asset or stock purchase) |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Integration Management | Identify stakeholders and integration team members |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Integration Management | Establish governance and decision-making processes |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Integration Management | Schedule intergration kickoff meeting |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Integration Management | Develop communication channels and meeting cadence |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Integration Management | Identify potential risks, challenges, and roadblocks |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Integration Management | Schedule weekly cadence meetings with each integration function & associated leaders |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Integration Management | Schedule PMO meetings with project leads and other stakeholders |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Integration Management | Create charters for major function initiatives |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Integration Management | Execute weekly cadence meetings |  |  |  | 0-10 Days |  |  |  | Not Started | 0% |\n| Integration Management | Execute PMO meetings |  |  |  | 0-10 Days |  |  |  | Not Started | 0% |\n| Integration Management | Record Lessons Learned |  |  |  | 30-60 Days |  |  |  | Not Started | 0% |\n| Integration Management | Update playbook [Lessons Learned document] with improvement edits to ensure all checklist items are being addressed and that additional efficiencies are being created. |  |  |  | 90+ Days |  |  |  | Not Started | 0% |\n| Communication | Communicate with Stakeholders |  |  |  |  |  |  |  |  |  |\n| Communications | Develop a communications plan for internal and external stakeholders. |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Communications | Develop PR for the external announcement |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Communications | Draft internal communications for the announcement |  |  |  | Pre-Close |  |  |  | Not Started | 0% |\n| Communications | Schedule townhalls to communicate updates |  |  |  | 0-10 Days |  |  |  | Not Started | 0% |\n| Communications | Execute communications plan |  |  |  | 0-10 Days |  |  |  | Not Started | 0% |\n| People Integration |  |  |  |  |  |  |  |  |  |  |\n| Cultural Integration | Align Management & Company Cultures |  |  |  |  |  |  |  |  |  |\n| Cultural Integration | Conduct surveys and interviews to understand cultural differences. |  |  |  | 0-10 Days |  |  |  | Not Started | 0% |\n| Cultural Integration | Identify gaps in values, leadership styles, and work practices. |  |  |  | 10-30 Days |  |  |  | Not Started | 0% |\n| Cultural Integration | Organize sessions to align leadership on shared values and goals. |  |  |  | 10-30 Days |  |  |  | Not Started | 0% |\n| Cultural Integration | Develop a unified vision and mission statement. |  |  |  | 30-60 Days |  |  |  | Not Started","cbCaivAGiLSrAe5N","https://ap.wps.com/l/cbCaivAGiLSrAe5N","pdf",501872,"English","# Instructions\n# PMI Leadership\n## Integration Management\n## Communication\n# People Integration\n## Cultural Integration\n## HR/Talent","[{\"question\":\"What is the purpose of the Post Merger Integration close-date checklist?\",\"answer\":\"It provides an initial starting point for managing a Post Merger Integration (PMI) project and clarifying pre-close and post-close deliverables across workstreams. The template should be augmented, edited, or reduced based on the specific deal circumstances.\"},{\"question\":\"Which PMI leadership activities are included before close?\",\"answer\":\"The checklist covers setting PMI governance, identifying the deal type and stakeholders, establishing decision-making processes, scheduling kickoff and cadence meetings, identifying risks and roadblocks, and creating major initiative charters.\"},{\"question\":\"What cultural integration and HR/talent steps are listed?\",\"answer\":\"Cultural integration includes surveys and interviews, aligning leadership values and goals, building a unified vision, and standardizing policies and feedback mechanisms. HR/talent includes reviewing employee files, identifying special arrangements, assessing organization structure and critical roles, and conducting workforce assessment and engagement surveys.\"}]","Stonehill - Post Merger Integration Plan Close Date - Checklist | PDF",1790130044]