Merger Tools and Templates

(Partial List- See eMerger Software for more tools and templates)

The tools and templates are organized under the steps of PRITCHETT's world-class M&A integration methodology.  

PRITCHETT Consulting ClientsMerger Integration Certification Workshop Attendees, and Website Subscribers can access all the tools and templates. They can also access everything else-all the presentations, playbooks, books, articles, checklists, software, assessments, webinars, research, and videos on MergerIntegration.com.

Step 1: Establish Guiding Principles

Guiding Principles - Progress to Date

Status report on how well M&A integration guiding principles are being followed.

Step 2: Define M&A Integration Strategy and Governance

Roles and Responsibilities During An Integration
Free

Roles of different teams, leaders, and task forces in a M&A integration are explained in this two-page document.

RACI Matrix – Post Merger Integration

An example of a RACI (Responsible, Accountable, Consulted, Informed) matrix that identifies roles and responsibilities for Steering Committee, IMO, Functional Teams, Synergy Owners, and Accounting.

Example of Completed Governance Document and Governance Word Template

2-page example on how the the M&A Steering Committee and Integration Team will work together to determine governance, their reporting relationship, the process for making decisions, resolving issues, etc.

A Primer on M&A Integration Governance
Free

Examples of M&A integration governance in regards to guidelines, meetings, performance reporting, confidentiality, and document management plus links to presentations on governance

Agenda of Joint IMO Kickoff: Acquirer and Acquired Company

Kickoff Meeting of Integration Management Office: Acquirer and Acquired Company

Step 4: Create M&A Charter

How to Create an M&A Integration Team Charter, Plus Charter Example and Template
Free

Instructions on how the Integration Team creates a Charter to document the mission, goals, scope, boundaries, and deliverables of the team. Plus a 2-page Charter example and 2-page Word template follow the instructions.

Case Study Exercise - Creating an HR Integration Team Charter

9-page exercise that includes background information on the Human Resources functions of two merging companies, HR organization charts, profiles of members chosen for the integration HR team, and a partially completed HR team integration charter to be completed by the reader.

Case Study Exercise - Creating a Product Development Integration Team Charter

9-page exercise that includes background information on the product development functions of two merging companies, product development organization charts, profiles of members chosen for the integration product development team, and a partially completed product development team integration charter to be completed by the reader.

Case Study Exercise - Creating an Information Technology Integration Team Charter

9-page exercise that includes background information on the information technology functions of two merging companies, IT organization charts, profiles of members chosen for the integration IT team,  and a partially completed IT team integration charter to be completed by the reader.

Case Study Exercise - Creating a Sales Integration Team Charter

9-page exercise that includes background information on the sales functions of two merging companies, sales organization charts, profiles of members chosen for the integration sales team, and a partially completed sales team integration charter to be completed by the reader.

Human Resources and Organization Design Charter
Free

Includes charter statement, team scope (compensation, benefits, performance management, staffing, training, policies, etc.), key questions, deliverables, and critical success factors.

Step 5: Develop M&A Risk Mitigation Strategies

M&A Integration Risk Impact/Mitigation Template

Example of completed risk identification and mitigation Excel template.

Risk-Based Preacquisition Due Diligence Review Template

Every review item in this template is used to help prospective investors develop a sense of expectations regarding a target company's ability to generate cash flows and to understand the degree of risk to which those cash flows are subject. 

Step 6: Develop Culture Integration Plans

Operating Style Analysis (Part I)

An inquiry into the day-to-day operating fundamentals that reflect the cultural basics of how the business is run.

Operating Style Analysis (Part II)

A survey focused on cultural traits often determined to be mission-critical.

How to Conduct the Operating Style Analysis plus the Operating Style Analysis Word Template

The 4-page document discusses how the Integration Team should conduct the Operating Style Analysis in order to understand the similarities and differences between the two companies.
The Operating Style Analysis Word template follows the instructions.

Four Levels of Change Survey

An assessment of how an organization’s culture influences its ability to function as an adaptive system.

Context Questionnaire

A systematic search for strengths, weaknesses, and wild cards

Culture Mapping Exercise
Free

3-page assessment that calculates the degree of cultural differences in key areas

Step 7: Develop M&A Communication Plans

FAQs for Employees

The 5-page example provides answers to more than 30 frequently asked questions from employees in a merger.

Example of Completed M&A Core Message Document and Core Message Template

The 4-page example of a merger core message document serves as content for various M&A announcements and helps ensure consistent communications throughout the organizations. The Core Message Word template is also provided.

Merger Communications Plan Checklist

A useful, simple one-page checklist to plan your messages.

Day -3 Through Day 1 M&A Communications Plan

Day -3 Through Day 1 M&A Communications Plan

Information Technology: Day 1 Answers to Frequently Asked Questions

Information Technology: Day 1 Answers to Frequently Asked Questions

Step 8: Develop Staffing and Retention Plans

Staffing and Retention Checklist

The sections of the document are as follows:

  • Assessment of Turnover and Discussion of Retention Needs
  • Status update on memo regarding org. design and synergies
  • Staffing Toolkit
  • Status Update on Tier 2 Interviews and Selection
  • Job Descriptions and Professional Assessment Forms
Re-Recruitment Analysis and Plan

Document covers the four steps involved in preparing a retention plan and includes a plan template.

HR Due Diligence Tool

9-page list of HR data to gather and assess

A Primer on Talent Assessment and Retention
Free

3-page primer covers factors to consider and recommended steps

Acquirer's Approach to Talent Selection

The Acquirer’s Approach to Talent Selection in an Acquisition is aimed at anticipating employee initial questions and providing perspective on talent selection.

Organizational Announcements: Communications Process, Schedule, and Format

Organizational announcements: protocol to follow when communicating outcomes of the talent selection process

Step 9: Develop Project M&A Integration Plans

Evaluation of HR/OD High-Level M&A Plan

Evaluation criteria in this 3-page Word document includes feedback to the HR/OD Team on The Team Charter, Plan, Organization Comparative Analysis, Future State Recommendation, Day 1 Items, Risk Analysis, Early Wins, Cost/Benefit Analysis, Outstanding Issues & Decisions, and Communication Plan.

High Level M&A Plan Review Meeting: Questions, Open Issues, and Action Items

The 1-page Word template is used document additional questions, issues, or action items requiring follow up after a planning meeting.

How to Identify Integration Priority Initiatives and Priority Initiatives Template

A Task Force may feel overwhelmed by the large number of identified initiatives. To assist a team on  how to prioritize activities, we provide the criteria to evaluate projects and the Priority Initiatives Template.

Human Resources/OD Plan from an M&A Integration
Free

20-page document is a plan that covers organization comparative analysis, future state recommendation, day 1 items, risk analysis, early wins, outstanding issues & decisions, and communications.

223 Data Requests from Acquirer to Acquired Company for the Integration

Acquirer’s 223 Data Requests from Acquired Company for the M&A Integration

M&A Synergy Work Plan

M&A Synergy Work Plan includes target, likelihood, assigned to, start and ends dates, and cost to achieve,

Step 10: Execute Day 1 & Integration Plans

Example of Completed Decisions Required Tracking Document and Decisions Required Tracking Word Template

The one-page example lists the decisions that need to be made and by whom in order to construct a comprehensive integration plan. An additional one-page Decisions Required Word Template is also provided.

Example of Major Integration Milestones and Major Milestones Word Template

One-page example of milestones and timeline, information that the Integration Team Leader uses to lead the integration planning effort and to construct a presentation to the Integration Team.

One-page Major Milestones Word template is also provided.

Implementation Status Report

The subheadings of this one-page Word template include project status, key learnings, key barriers, resource requirements, plan for next week, etc.

Integration Team Weekly Status Report

Subheadings of this one-page template include key actions and accomplishments, key issues/decisions required, potential solutions, etc.

At 90 Days - Activities by Work Stream

List of tasks by work stream remaining to be completed

Synergy Tracking Report
Free

Examples of overhead cost and synergy projections, and synergy tracking report (by type, work stream, and risk)

M&A Integration Weekly Status Report - What and How to Report, Example, and Weekly Status Report Template

One page of instructions on what and how Integration Leaders should report.

One-page Word template of Weekly status report follows.

Overall M&A Integration Scorecard
Free

The steps to create an integration scorecard and the categories to cover, plus an example

Acquisition Signing Day: Communications Overview and Schedule

Acquisition Signing Day Plan Covers Communications Overview and Schedule

Welcome Week Letter to Acquirer’s Leaders

Welcome week letter to acquirer’s leaders covers what’s needed from them and what they can expect.

Integration Management Office Tools

15 tools and templates frequently used by the IMO

Step 11: Capture Lessons Learned

Feedback on Merger: Interview Guide

The objectives of this five-page guide are to

  • Collect and summarize information to guide the integration effort
  • Provide a channel for feedback
Example of a Lessons Learned Report and Lessons Learned Report Word Template

The two-page document is an example on the data collected by The Steering Committee, Integration Team, and Task Forces about what went well during a merger and what should be changed for the next Integration.

The two-page Lessons Learned Word template is also provided.

Save Lessons Learned: Post-Merger Integration Best Practices Tracking Tool

The Steering Committee, Integration Team, and Task Forces collect information about what went well and what should be changed during the next Integration. This meeting should be conducted before the Integration teams have disbanded. Lessons Learned should be fed back to the next Steering Committee and Integration Team for the next Integration Planning effort.

Two-page example and two-page PDF template.