Mergers and acquisitions Toolkit

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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.

More Uses of the Mergers and acquisitions Toolkit:

  • 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.

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

  • Manage onboarding activities for new services, Mergers and acquisitions into your Change Management process.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Mergers and 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 972 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Mergers and acquisitions improvements can be made.

Examples; 10 of the 972 standard requirements:

  1. For hipaa, glba and/or other state or federal regulation compliance, what Due Diligence/auditing is performed to ensure that you remain in compliance and what individual(s) in your organization are responsible for said compliance?

  2. Are you doing adequate Due Diligence before contracting with third party providers -particularly in regards to involving audit departments prior to contractual commitments?

  3. The valuation process will often analyze several value drivers in order to understand where value comes from. which value drivers would be least important to the valuation?

  4. Was line management of the acquiring organization, and depending on the context, also of the target organization closely involved in the process of confirming synergies?

  5. If differences between national cultures are among the main reasons for problems in international Mergers and acquisitions, what can be done to deal with those problems?

  6. Have you assessed the competency of your payroll team members, particularly if you have recently changed technology or been through a merger/acquisition transaction?

  7. How much compensation (referred to as bust up fees) will the acquiring organization be entitled to in the event that the target is acquired by another organization?

  8. When, how, and why does your organization decide to keep things as they are, making the enterprise system of today into the legacy system of tomorrow?

  9. To what extent do you need to merge or consolidate the IT systems and organizations of the two companies, based on the intention of the acquisition?

  10. How does your organization think about the type of culture it needs to achieve its shared and organization specific outcomes now and in the future?

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 Mergers and acquisitions book in PDF containing 972 requirements, which criteria correspond to the criteria in...

Your Mergers and 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 Mergers and acquisitions Self-Assessment and Scorecard you will develop a clear picture of which Mergers and 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 Mergers and 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 Mergers and acquisitions projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Variance Analysis: Are significant decision points, constraints, and interfaces identified as key milestones?

  2. Activity Duration Estimates: How does a Mergers and acquisitions project life cycle differ from a product life cycle?

  3. Monitoring and Controlling Process Group: Do the partners have sufficient financial capacity to keep up the benefits produced by the programme?

  4. Procurement Audit: Where required, did candidates give evidence of complying with required Environmental Management standards?

  5. Lessons Learned: How much of your time was spent on other than this Mergers and acquisitions project?

  6. Stakeholder Management Plan: How are the overall Mergers and acquisitions project development processes to be undertaken to produce the Mergers and acquisitions project outputs?

  7. Risk Management Plan: Costs associated with late delivery or a defective product?

  8. Requirements Management Plan: Are actual resource expenditures versus planned still acceptable?

  9. Cost Management Plan: How relevant is this attribute to this Mergers and acquisitions project or audit?

  10. Risk Management Plan: Is the necessary data being captured and is it complete and accurate?

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

1.0 Initiating Process Group:

  • 1.1 Mergers and acquisitions project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

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 Mergers and 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 Mergers and 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 Mergers and acquisitions project with this in-depth Mergers and acquisitions Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Mergers and 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 Mergers and 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 Mergers and acquisitions investments work better.

This Mergers and 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.