Technology-First Action Plan Sample Deliverable

A customizable slide deck to document and communicate your blueprint.

The Essential IT Playbook – Program Overview

The Essential IT Playbook offers a revolutionary and proven systematic improvement program tailored to IT leaders of small and midsize organizations. With 8 secrets and 12...

The Essential IT Playbook

Organizations rely on their IT leaders more than ever to deliver the transformation and innovation needed to thrive in today’s ever-evolving tech landscape – but IT teams...

IT’s Moment: A Technology-First Solution for Uncertain Times Capstone

In uncertain times, IT leaders can thrive by cutting costs to fund innovation, accelerating AI adoption, retaining talent, and leading with a technology-first mindset....

M&A IT Playbook Template

​Use this playbook template to prepare the IT department in the acquiring organization for an upcoming M&A transaction.

M&A Seller Package

This standalone artifact is a subset of the M&A IT playbook, used after a target (TargetCo) is identified. It includes a due diligence checklist and an M&A culture...

M&A Culture Assessment

This tool provides a high-level cultural assessment of the organizations involved in an M&A to inform the cultural integration plan.

M&A Glossary

The glossary, which comprises terms and definitions related to mergers and acquisitions, will help your IT team elevate their understanding and familiarize themselves with...

Due Diligence Checklist and Rubric

This Excel workbook is dedicated to helping CIOs and their M&A team structure their due diligence questionnaires and checklist.

M&A IT Workbook

​This Excel workbook will help you bridge the gaps, if any, found during the preparation of an M&A IT playbook for your organization and when preparing for M&A due...
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