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 ...

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