Acquisitions Toolkit

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Be accountable for facilitating organization and cultural integration and transformation in partnership with Human Resources, Business Partners, and other key members of the Business Development Integration, Project Management, and Mergers and acquisitions teams.

More Uses of the Acquisitions Toolkit:

  • Capture and refine information protection requirements to ensure the integration into Information Systems Acquisitions and information system development through purposeful security design or configuration.

  • Be certain that your corporation develops, tests, implements, and enforces Policies and Procedures related to network hardware and software Acquisitions, use, support, and security.

  • Be accountable for providing Project Management support, analysis, and coordination for strategic projects, process changes, Acquisitions, and daily business activities.

  • Drive: strategic shift as new products and services, market expansion, evolving growth strategies, innovative technology, new leadership, or Mergers and acquisitions, all impact your organizations most important asset, the people.

  • Ensure your organization specializes in Mergers and acquisitions, debt and equity placements, financial restructuring, fairness opinions, valuations, and bespoke insurance and structured products.

  • Evaluate and manage new strategic business opportunities, initiatives, mergers, Acquisitions, partnerships, alliances and Joint Ventures.

  • Make sure that your operation assesses operational impacts resulting from new Acquisitions or new partnerships and develops plans for integration of operations activities.

  • Provide Strategic Direction for applications and/or technology environments review during the development or Acquisitions process to assure compliance with Corporate Security policies/directions and the overall integration process.

  • Provide the structure, processes, and standard operational systems that can be effectively applied to the integration of Acquisitions and the operational interactions with current and future partners.

  • Manage system related technology Acquisitions, lead vendor risk mitigation actions and manage technology Vendor Relationships for third party technologies or services (if applicable).

  • Assure your group creates financial models and scenarios as a key input for business planning decisions in areas as capital deployment, sourcing, Product Development, marketing strategies, and Acquisitions.

  • Audit: work as a team member on enterprise projects, as organization wide hardware upgrades, application deployments, Acquisitions, moves and upgrades.

  • Audit: review IT Acquisitions for compliance with architecture and policy requirements and defines and documented how the implementation of new systems or new interfaces between systems, impacts the security posture of the current environment.

  • Govern: review all hardware and software Acquisitions and maintenance contracts to ensure compliance with authorized budget, organizational goals, values, and commitments.

  • Support the analysis and execution of Acquisitions Prepare and compile Due Diligence materials, budgets, financial models, and schedules.

  • Collaborate with the internal and external SMEs, Content Administrators, Content Acquisitions Specialists, and other stakeholders to ensure the On Time Delivery of content.

  • Assure your venture coordinates with operations and finance teams on delivery schedules, deadlines, resources, and procedures as it pertains to Acquisitions and/or corporate projects and initiatives.

  • Create a standardized outreach for current and future clients and coordinate its implementation across sales channels, client management, vendor and merchant Acquisitions, and Marketing And Communications.

  • Be accountable for managing operations and procedures of Logistics, Information Technology, Enforcement Technology, Asset Management, Acquisitions, Tactical Infrastructure, Facilities Management Liaison and Fleet Management.

  • Be a steward of the culture and ensure Effective Communication, collaboration and Change Management in Acquisitions, integrations, and re organizations.

  • Manage work with the CEO to obtain favorable financial results with respect to profitability, cash flow, Mergers and acquisitions, systems, reporting and controls.

  • Establish relationships with strategic public and Hybrid Cloud vendors to acquire knowledge develop partnerships, and collaborate on potential architectural solutions and technology Acquisitions.

  • Confirm your business analyzes current processes and business flows to recommends changes in Capital Planning Business Cases, governance processes, Financial Management processes, and information technology Acquisitions for more efficient Business Operations.

  • Warrant that your enterprise complies; partners with corporate development to assess potential partnerships or Acquisitions and participates on Due Diligence and integration teams.

  • Manage all aspects of complex projects related to recent mergers, Acquisitions and office closures through the entire lifecycle of the transaction.

  • Be accountable for working together with teams across your organization, you focus on Strategic Planning and analysis, internal and external communications, Mergers and acquisitions and revenue synergies.

  • Provide strategic financial input and leadership on decisions impacting your organization as evaluation of potential alliances, Acquisitions and mergers.

  • Be accountable for ensuring all Acquisitions, procurements, and outsourcing efforts address Information security requirements consistent with organization goals.

  • Be certain that your business leads and develops communication processes to effectively communicate analytical methods, assumptions, and results with key external stakeholders to lay the foundation for recovering costs of future resource Acquisitions.

  • Ensure you propel; read and interpret agreements and schedules for Strategic Partner Acquisitions to create processes and schedules based upon specified contract terms.


Save time, empower your teams and effectively upgrade your processes with access to this practical Acquisitions Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Acquisitions related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Acquisitions specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Acquisitions Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Acquisitions improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are employees recognized for desired behaviors?

  2. What is an unauthorized commitment?

  3. What are the Acquisitions design outputs?

  4. Who needs budgets?

  5. Where can you break convention?

  6. What is an unallowable cost?

  7. Can you break it down?

  8. What knowledge or experience is required?

  9. Which Acquisitions solution is appropriate?

  10. How do you mitigate Acquisitions risk?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Acquisitions book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Acquisitions self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Acquisitions Self-Assessment and Scorecard you will develop a clear picture of which Acquisitions areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Acquisitions Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Acquisitions projects with the 62 implementation resources:

  • 62 step-by-step Acquisitions Project Management Form Templates covering over 1500 Acquisitions project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Acquisitions project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Acquisitions project team have enough people to execute the Acquisitions project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Acquisitions project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Acquisitions Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Acquisitions project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Acquisitions project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Acquisitions project with this in-depth Acquisitions Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Acquisitions projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Acquisitions and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Acquisitions investments work better.

This Acquisitions All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.