PRITCHETT Consulting Clients: Full Online Access

Integration team members of PRITCHETT consulting clients are granted a free one-year subscription to ALL the M&A integration playbooks, tools, templates, videos, presentations, methodologies, assessments, handbooks, and articles on MergerIntegration.com.

PRITCHETT has populated the site with the best deliverables from a wide range of 35 years of merger integration consulting engagements.

Available on MergerIntegration.com

Click on below links for information about each resource.

playbook

Playbooks

M&A Finance Day 100 Integration Plan
Legal Team Plans from 3 M&A Integration Playbooks
M&A HR Playbooks from 3 Different Integrations
M&A Integration Playbook for Integration Managers
Acquisition Integration Playbook - $65 Million Deal
M&A Integration Playbook - $5 Million Deal
Cross-Border M&A Integration Playbook
Day One M&A Communications Playbook - $25 Million Acquisition
M&A Employee Retention Playbook
Information Technology Plans from 4 M&A Integration Playbooks
HR M&A Integration Compensation & Benefits Playbook
Information Technology Post-Merger Integration Playbook
Supplier M&A Communications Playbook - $240 Million Acquisition
Customer Communications M&A Playbook - $95 Million Acquisition
Communications Playbook: Media, Social Media, & Websites - $76 Million Acquisition
Day 1 M&A Playbook: Customer Communications - $1.0 Billion Acquisition
Day 1 M&A Playbook: Supplier Communications - $1.0 Billion Acquisition
Day 1 Human Resources M&A Integration Playbook
M&A Integration Communications Playbook - $75 Million Acquisition
Sales and Marketing M&A Integration Playbook - $25 Million Acquisition
M&A Integration Playbook - $10 Million Deal
Acquisition Integration Playbook - $2 Million Acquisition
M&A Integration Playbook - $10 Billion Acquisition
tools

Tools and Templates

CEO Letter to Employees about Acquisition
Acquisition Project Plan Excel Template
Company Merger Letter to Customers
Finance & Accounting 90-Day Acquisition Integration Plan
Post-Merger Integration Cross-Border Finance Plan
Answers to Employee Post-Merger Integration Questions
Letter to Customers After an Acquisition
How to Communicate Mergers or Acquisitions to Your Customers
Merger Announcement Letter to Employees
Acquisition Announcement Letter to Employees
Welcome Letter to Employees After an Acquisition
Human Resources Post-Merger Integration Project Plan
Post-Merger Integration Update from CEO
M&A Clean Teams: Competitively Sensitive Information
Communication of New Benefits Plan Post-Acquisition
Post-Merger Integration Dashboard
Cross-Border Day 1 Merger Integration Plan
M&A Communications Plan: Announcement to Close
Post-Merger Integration Human Resources Plan
Templates for Post-Merger Integration Plan Review
M&A Integration Communication Matrices by Function
Cross-Border M&A Synergies
Staffing and Retention Integration Project Plan
Employee Retention Bonus Agreement
M&A Day 1 Answers to Employee Frequently Asked Questions
Acquisition Announcement to Suppliers and Answers to Supplier FAQs
8 Workstream Post-Merger Integration Charters
M&A Cost Synergies Report
M&A Integration Scorecard Template
M&A Day 1 Onboarding Guide
8 M&A Communication Tools
Post-Merger Integration Compensation, Benefits, and Policy Changes
Strategic Score of Each Integration Initiative
Private Equity Acquisition - Talking Points and Answers to Employee FAQs
Invitation to Functional Team Leaders and Overview of Integration
M&A Synergy and Cost Savings Report Templates
M&A HR Due Diligence: Side-by-Side Comparison of the HR Programs
Estimated M&A Synergies Report
M&A Synergy Template
Company Merger Announcement Template
Company Merger Letter to Vendors
Acquisition Letter to Customers
Company Merger Announcement Letter to Employees
Target Operating Model and Roadmap Template
Finance Team Post-Merger Integration Charter
Workstream Status Report - Sales
Stakeholder Analysis Template for a Post Merger Integration
M&A Communication Planning Matrix
Integration Dependency Form and Dependency Log
Integration Risk Form and Risk Log
Integration Issue Form and Issue Log
Cultural Due Diligence Interview Results
M&A Synergy Plan Template
Integration Management Office Tools
IMO Kick-Off Meeting Agenda: Acquirer-Acquired Company
M&A Day 1 / Week 1 Letter to Acquirer’s Leaders
Acquisition Signing Day Communications Schedule
Post-Merger Organizational Announcements: Complete by 90 Days
Information Technology: Day 1 Answers to Frequently Asked Questions
Day -3 Through Day 1 M&A Communications Plan
Due Diligence Data Request Checklist for an Acquisition Integration
Example of Employee Communication about Post-Merger Jobs
M&A HR Due Diligence Tool
Status of Post-Merger Integration Guiding Principles
Post-Merger Integration Tracking Tool and Best Practices Meeting
Example of Lessons Learned Report
When and What to Report for a Post-Merger Integration
180 Day Post-Merger Integration Plan at 90 Days Post Close
How to Identify Post-Merger Integration Priorities
Human Resources M&A Survey on Resources Needed
The Four Post-Merger Integration Talent Retention Planning Steps
Staffing and Retention HR Checklist for a Post-Merger Integration
M&A Communications: Core Messages Example
Four Levels of Change Survey
Operating Style Analysis (Part II)
Operating Style Analysis (Part I)
M&A Integration Risk Impact/Mitigation Template
Case Study Exercise - Creating a Sales Integration Team Charter
Case Study Exercise - Creating an Information Technology Integration Team Charter
Case Study Exercise - Creating a Product Development Integration Team Charter
Case Study Exercise - Creating an HR Integration Team Charter
Evaluation of HR Acquisition Integration Plan
Post-Merger Integration Guidelines
Post-Merger Integration RACI Matrix
checklists

Checklists

Post-Merger Integration Checklists: IT, HR, Finance, and Legal
IT Mergers & Acquisitions Checklist
M&A HR Integration Checklist
Acquisition Checklist for HR
HR Due Diligence Information Request Checklist
Financial Due Diligence Request List
M&A Due Diligence: 30 Common Red Flags
M&A Human Resources Due Diligence Checklist
Pre-Close Financial Integration Checklist
Post-Merger Integration Communication Plan Checklist
presentations

Presentations

Workstream Charter Review Templates
Acquisition Announcement Template
Post-Merger Integration Framework
How to Perform Culture M&A Due Diligence
M&A Integration Planning: Answers to Frequently Asked Questions
Global Steering Committee M&A Integration Planning
15 Areas Executives Should Agree on Before Integration Planning Begins
M&A Synergy Best Practices
Antitrust Compliance Guidelines During Pre-Close M&A Integration Planning
Acquisition Integration Work Stream Charters
Pre-Close Integration Data Sharing Rules
Information Technology Merger Integration Progress
Post-Merger Integration Survey of Acquired Company Employees
M&A Integration Review 60 Days Post-Close
M&A Day 1 Mandatory Initiatives by Work Stream
Role of HR in Mergers and Acquisitions
Engineering High-Level Post-Merger Integration Plan
Operations and Technology M&A Integration Work Streams
Information Technology Acquisition Integration Objectives
Acquiree’s Finance Sub-Team: Acquisition Integration Planning
4 Key Communication PMI Deliverables
M&A Change Management Plan
Finance: 4 M&A Integration Charters from Different Acquisitions
Legal: 4 M&A Integration Charters from Different Acquisitions
Human Resources: 4 M&A Integrations Charters from Different Acquisitions
Post-Merger Integration Culture
Global HR Integration Process
Post-Merger Integration Team Survey
Post-Merger Integration Planning: Day 1 - Day 30
Post-Merger Integration Planning Meeting
M&A Integration Governance Model
Human Resources M&A Integration Planning Meeting
Post-Merger Integration Steps on Timeline
Key Data for M&A Integration Planning
M&A Day 1 Readiness: Dry Run Session
M&A Talent Selection Plan
Change Management Plan for M&A Integration
M&A Communications Plan
Human Resources Cross-Border M&A Integration Pre-Close Planning
Cross-Border M&A Integration Plans
M&A Governance
Post-Merger Integration Strategy and Teams
Average Employee Retention Bonus After Acquisition
M&A Integration Strategy: Presentation to Board of Directors
Communication Plan Post-Integration
Acquisition Integration Communications Plan
Steering Committee M&A Integration Initial Decisions
Functional Team Post-Merger Integration Plan Reviews
Legal and Risk Management M&A Integration Planning Meeting
Manufacturing Post-Merger Integration Plan Overview
Merger Integration Team Planning Exercises
Post-Merger Integration Plan
M&A Integration Plan Checklists
Acquisition Integration Update For Employees 60 Days Post Close
Post-Merger Termination and Survivor Meetings
Post-Merger Staffing and Retention
High-Level Acquisition Integration Plan
Cross-Border M&A Integration IMO Team Kickoff
M&A Integration Status Report: First 90 Days
IT Integration Strategy for Mergers and Acquisitions
The IMO Process Prior to Kickoff Meeting
10 M&A Integration Guiding Principles
M&A Day One Integration
Culture Integration in Mergers & Acquisitions
Post Merger Integration Major Initiatives by Work Stream
Employee Briefing on Acquisition
Pre-Close Review of Human Resources M&A Integration Plan
Communication Guidelines for Acquirer
Marketing and Branding Post-Merger Integration Plan
Procurement M&A Integration Team Planning
Merger Integration Communication Lessons Learned
M&A Integration End States
Post-Merger Integration Communications Plan for Day 1
The Role of M&A Integration Manager
M&A Integration Day 1 Plan
Due First 30 Days By Work Stream
M&A Organizational Culture Checklist
Day 1 Compensation and Benefits
Information Technology M&A Integration Plan
End State Post-Merger Vision
IMO M&A Integration Kickoff
IMO Office Kickoff Meeting
Information Technology: Charters from 4 M&A Integrations
Finance/Tax/Treasury M&A Integration Team
M&A Integration Success Metrics
M&A Synergy-Based Incentive Plan
Change Management Post Merger Integration Plan
Post Merger Integration Timeline
Pre-Close Briefing to M&A Integration Teams
Day 1 Post Merger Integration Plan
Day 1 M&A Communications
Sample Merger Announcement to Employees on What’s Changing
Cultural Differences in Mergers and Acquisitions
Answers to FAQs from Integration Planning Teams
Integration Management Office (IMO) Charter
Information Technology Help Desk: Key M&A Integration Tasks
IT Post Merger Integration Overview
Post Merger Integration Management
IT Post Merger Integration Process
Joint Integration Management Office (IMO) M&A Kickoff Meeting
Smartsheet Tutorial for M&A Integration Team Members
Day 90 M&A Integration Review
Work Stream Charters
Mergers & Acquisitions Communications Plan
Post-Acquisition Integration Process: The End-State Transition
Flowcharts for Each M&A Workstream
Pre-Merger Integration Planning
The 10 Common Post-Merger Integration Mistakes that Create Problems, Issues, and Challenges
Post-Merger Integration: The 5 Most Common Mistakes and How to Avoid Them
Organizational Culture and Mergers: The Hard Facts
Post Merger Integration Issues, Risks, and Dependencies
M&A Survey Questions
Mergers & Acquisitions Employee Survey and Results
Post-Merger Integration Assessment
Day One Post Merger Integration Overview
Mergers & Acquisitions Communications Team
Merger Integration Management Process
Best Practices: M&A Integration Process
High-Level Integration Plan Templates
Functional Integration Team Plan Templates
Detailed M&A Integration Planning Requirements
Attributes of a High-Quality Merger & Acquisition Integration Plan
Post-Merger Integration Teams: Deliverables, Planning, and Reporting
Overview of Merger Integration Planning Process
Day 1 Plan by Site and Function
M&A Communications Timelines
M&A Playbook Template
3 Key Questions the (IMO) Integration Management Office Should be Able to Answer
Integration Planning Guide for M&A Teams
Employee Retention After an Acquisition
M&A Day 1 Employee Onboarding Plan
What is Gun Jumping and How to Avoid It
Merger Announcement Presentation
Merger Communication Best Practices
Building Employee Commitment in M&A
M&A Integration Risk Management
Integration Team Kickoff Meeting Template
M&A Presentation Template: Strategy and Structure
M&A Integration Guiding Principles: Examples from 5 Deals
10 Guidelines for Effective M&A Integration Team Members
videos

Videos

Which M&A Integration Mistake is the Most Common?
Who Should You Interview and What Should You Ask to Capture Lessons Learned?
What Is an M&A Integration End State? When and How Should Teams Hand Off Remaining Activities?
What Is an Example of a Good IMO Schedule?
What Are Critical IT Day One Activities and Risks?
How Should You Prioritize Work Streams?
Who Should You Try to Win Over in a Merger?
Why Do "Staggered Experiences" Foul up M&A Communications?
Who Should Perform the Cultural Audit and Report the Findings?
What Should You Do When Synergy Estimates Are Inflated?
videos

Articles

Post-Merger Integration Audit
The Three Sources of Management Turnover in an Acquisition
How to Design the New Post-Merger Organizational Structure
How to Manage Staff Reductions and Separations in Mergers
Mergers and Acquisitions: The Process for Making Staffing Decisions
Ten Common Mistakes Managers Make During Job Status Notification
What's Next?: The Hard Core Truth About How to Get Hired
How to Retain Key Talent in an Acquisition
Take Care of the "Me" Issues in a Hurry
I Love You, You're Perfect, Now Change
videos

Books

Culture Shift
High Velocity Culture Change
The Employee Handbook for Shaping Corporate Culture
After the Merger: Managing the Shockwaves
Lessons from 1,000 Deals
Mergers: Growth in the Fast Lane
Making Mergers Work: A Guide to Managing Mergers and Acquisitions
videos

Webinars

What is the #1 Cause of Merger Failure?
videos

Assessments

M&A Due Diligence Cultural Assessment Results
Feedback on Merger: Interview Guide
Cultural Due Diligence Assessment
How to Conduct the M&A Operating Style Analysis plus the Operating Style Analysis Word Template
videos

Software

Tools included in our eMerger Software:

Communication Major Events Timeline
Comparative Analysis Review Agenda
Comprehensive Plan Presentation Agenda
Comprehensive Plan Presentation Notification
Confidentiality Guidelines and Suggestions
Contact Sheet for Integration Team and Task Forces
Core Message Document
Corporate Strategy Analysis
Criteria for Selecting Integration Team and Task Force Members
Decisions Required Tracking Document
Financial Impact Analysis
Goals Worksheet
Implementation Plan
Integration Methodology Presentation
Integration Planning Budget
Integration Project Team Structure
Integration Strategy Definition for Integration Team
Integration Strategy Definition for Task Forces
Integration Strategy Worksheet
Integration Team High Level Integration Plan
Kickoff Agenda for Task Forces
Kickoff Agenda for the Integration Team
Kickoff Notification for Task Forces
Kickoff Notification for the Integration Team
Kickoff Presentation for the Integration Team
Lessons Learned Report
Major Milestones
New Word Glossary Form
Organizational Structure and Asset Review
Overview of Merger and Acquisition Concepts and Terminology
Press Release Outline
Priority Initiatives
Roles, Responsibilities and Governance Matrix
Task Force Detailed Project Plan
Task Force High-Level Initiatives Worksheet
Task Force Integration Checklist
Task Force Matrix
Announcement Presentation to Acquiring Company Employees
Announcement Presentation to Employees of the Acquired Company
Anticipating Questions
Charter for Communication Announcement Team
Charter for Communication Task Force
Common Communication Mistakes
Communicating Confidentiality Guidelines and Suggestions
Communications Matrix for Announcement
Core Message Data
Core Message Document
Customer Letter
Decisions Required Tracking Document
Development Plan for Announcement Communications
Employee Communication Effectiveness Survey
Employee Letter/Email
Evaluating Communications Effectiveness
Event Evaluation Form
Guidelines for Communicating with Employees
Impact of the Merger Survey
Key Points to Share with the Communications Announcement Team at Kickoff
Kickoff Agenda for the Communications Announcement Team
Kickoff Presentation for the Communications Announcement Team
Leader's Guide
Lessons Learned Report
Meeting Logistics
Newsletter Updates
Ongoing Communications Development Plan
Ongoing Communications Matrix
Press Release
Roles and Responsibilities During Integration
Selecting Communications Announcement Team Members
Selecting Skilled Messengers
Skilled Messenger Issues Log
Skilled Messenger Program Kickoff Materials
Skilled Messenger Program
Task Force Weekly Status
Time Schedule for Announcement Communications
Time Schedule for Ongoing Communications
case studies

Case Studies

Charter creation, risk analysis, and priority identification exercises for IMO, human resources, information technology, and product development integration teams
research

Research

The X Factor in Mergers and Acquisitions
 

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