IMO Tools:

  • Synergy capture template
  • Quick wins template
  • M&A scorecard tool
  • Scope change request
  • Cross integration team coordination
  • Progress reporting template
  • Issue escalation template
  • Stakeholder analysis template
  • Communication planning template
  • Risk management template
  • Project close-out/lessons learned

IMO Deliverables:

  • Prioritized list of value drivers
  • Integration strategy
  • Overall integration scorecard
  • SharePoint Site
  • Governance guidelines
  • Engagement plan
  • Communication plan
  • Risk management plan
  • Integration plan
  • Updated work plan 

HR Tools

  • DD checklist
  • People due diligence tool
  • HR DD summary outline
  • Sample DD summary
  • Benefits comparison summary
  • Culture mapping template
  • Primer on talent management
  • Talent assessment & retention worksheet template
  • Primer on change management
  • Progress reporting template

HR Deliverables

  • Diligence summary sheet
  • HR integration plan
  • Benefits comparison summary
  • Culture map of acquired and acquirer's cultures
  • Talent loss forecast & talent retention plan
  • Updated org charts
  • Updated HR work stream playbook ...


Slide titles:


Flowcharts By Workstream
Flowcharts By Workstream
Integration Management Office (IMO) Workstream
Integration Management Office (IMO) Workstream
Human Resources Workstream
Human Resources Workstream
Information Technology Workstream - Due Diligence
Information Technology Workstream - Due Diligence
Information Technology Workstream
Information Technology Workstream
Revenue Cycle Workstream
Revenue Cycle Workstream
Revenue Cycle CBO Workstream
Revenue Cycle CBO Workstream
Asset Management Workstream
Asset Management Workstream
Market Accounting Workstream
Market Accounting Workstream
Treasury Workstream
Treasury Workstream
Accounts Payable Workstream
Accounts Payable Workstream
Supply Chain Workstream
Supply Chain Workstream
Managed Care Workstream
Managed Care Workstream
Licensure Workstream
Licensure Workstream