Mistakes occur in every integration that teach lessons. Too often, those lessons are lost when teams disband. This close-out tool captures what worked, what didn't, and what should change.
The review takes place as a final step in a workstream's plan. At that point, the outcomes are known. And the integration experience is still fresh.
The assessment process starts by comparing planned results with actual results, including synergy targets, deliverables, and stakeholder feedback. The team then documents lessons learned, recommends improvements, assigns owners and due dates, and identifies any training or competency gaps that should be addressed.
A structured template guides the discussion and creates consistency across integrations. It provides a place to document results, opportunities for improvement, and follow up actions. This information ensures every integration leaves the organization better prepared for the next one.