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.   Twelve of the tools listed below are free

PRITCHETT Consulting Clients, Merger 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 M&A Integration Guiding Principles

Guiding Principles Progress to Date
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 & Governance

A Primer on M&A Integration
Free
A Primer on M&A Integration Governance
Examples of M&A integration governance in regards to guidelines, meetings, performance reporting, confidentiality, and document management plus links to presentations on governance.
Roles and responsibilities
Free
Roles and Responsibilities During An Integration
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
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
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.

Step 4: Create M&A Integration Charters

Completed HR OD Charter
Free
Human Resources and Organization Design Charter
Includes charter statement, team scope (compensation, benefits, performance management, staffing, training, policies, etc.), key questions, deliverables, and critical success factors.
Completed HR OD Charter
Free
Human Resources/OD High-Level Plan from an M&A Integration
20-page document includes the high-level plan, organization comparative analysis, future state recommendation, day 1 items, risk analysis, early wins, outstanding issues & decisions, and communication plan.
How to create integration
Free
How to Create a Quick, Simple M&A Integration Team Charter, plus Charter Example and Charter Template
Instructions on how to create a M&A Integration Charter to document a team's mission, goals, scope, boundaries, and deliverables. Plus a 2-page Charter example and 2-page Word template.
Evaluation of HR high level plan
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.
Creating an HR Integration Team Charter
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.
Product Develop integration team charter
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.
Creating an Information Technology Integration Team charter
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.
Creating a sales integration team charter
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.

Step 5: Develop M&A Integration Risk Mitigation Strategies

Risk impact mitigation template
M&A Integration Risk Impact/Mitigation Template
Example of completed risk identification and mitigation Excel template.

Step 6: Develop M&A Culture Integration Plans

Culture Mapping Exercise
Free
Culture Mapping Exercise
3-page assessment that calculates the degree of cultural differences in key areas.
Merger Integration Risk Analysis
Free
Merger Integration Risk Analysis
A penetrating look at key pressure points that can threaten the culture integration process.
Operating Style Analysis Part 1
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 2
Operating Style Analysis (Part II) 
A survey focused on cultural traits often determined to be mission-critical.
Operating Style Analysis Part 2
How to Conduct the Operating Style Analysis plus the Operating Style Analysis Word Template 

The 3 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 2-page Operating Style Analysis Word template follows the instructions.
 

Risk Based Due Diligence Model
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. 

Four levels survey and score profiling
Four Levels of Change Survey 

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

Culture Context Questionnaire
Context Questionnaire 

A systematic search for strengths, weaknesses, and wild cards

Step 7: Develop M&A Integration Communication Plans

Example of Frequently asked questions
FAQs for Employees
The 5-page example provides answers to more than 30 frequently asked questions from employees in a merger.
Example of completed core message document template
Example of Completed M&A Core Message Document and Core Message Template
The 3-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
Merger Communications Plan Checklist
A useful, simple one-page checklist to plan your messages.

Step 8: Develop M&A Staffing & Retention Plans

Culture Mapping Exercise
Free
HR Due Diligence
9-page list of HR data to gather and assess.
A Talent assessment and retention tool
Free
A Primer on Talent Assessment and Retention
3-page primer covers factors to consider, retention bonuses, and recommended steps.
Staffing retention checklist
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
  • Status Update on Tier 2 Interviews and Selection
  • Job Descriptions
  • Professional Assessment Forms/ Other data for interviewers
  • Update on first RIF and Transition Services (Outplacement)
Re-recruitment analysis template
Re-Recruitment Analysis and Plan
Document covers the four steps involved in preparing a retention plan and includes a plan template.

Step 9: Develop M&A Project Integration Plans

Example of Kickoff Agenda for integration team
Example of a Kickoff Agenda for the Integration Team
This example covers the key agenda items that should be covered during the first integration team meeting.
High level plan review
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
How to Identify Integration Priority Initiatives and Priority Initiatives Word 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.

Step 10: Execute Detailed M&A Integration Plans (Incl. Day 1 Plans)

Overall Integration Scorecard
Free
Overall M&A Integration Scorecard
The steps to create an integration scorecard and the categories to cover, plus an example.
Free
Synergy Tracking Report

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

tools
Integration Management Office Tools

15 tools and templates frequently used by the IMO

Decisions Required Tracking Document
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.

Major integration milestones word template
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 template
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
Integration Team Weekly Status Report

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

Interview Guide to gather feedback on merger
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
At 90 days remaining activities by workstream
At 90 Days - Activities by Work Stream

List of tasks by work stream reamining to be completed

Integration weekly status report
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.

Step 11: Capture M&A Integration Lessons Learned

Example of lessons learned
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.

Post merger integration best practices
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.