Strategy & Governance

Compliance Plan Template

This template is used to consolidate the compliance management initiative for the purpose of tracking and monitoring progress and ensuring accountability.

Compliance Communication Plan Template

This template is used to structure communication related to compliance changes such as new policies, changes to operating procedures, and remedial measures due to...

Document Management Template

This template is used to manage documentation attributes for better tracking, it also contains a checklist to ensure documents can be properly tracked and easily located...

External Compliance Interview Guide

This template is used to conduct stakeholder interviews for the purpose of confirming compliance.

Make IT a Partner in Successful M&A Due Diligence

Even though IT-related activities can be the larget cost item in an M&A, many organizations continue to underestimate the role IT plays in successfully executing a merger...
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Storyboard: Make IT a Partner in Successful M&A Due Diligence

Organizations continue to underestimate the role of IT in M&A transactions. The involvement of IT in the due diligence phase is critical to providing a better view of...

IT M&A Capabilities Readiness Check Template

The M&A Capabilities Readiness Check is a diagnostic that helps CIOs gain visibility into their current capability to support an M&A transaction.

IT Due Diligence Charter

Create a due diligence charter to socialize the M&A project with key stakeholders and gain buy-in and support.

Make the Case for IT Involvement in M&A Due Diligence Presentation Template

Gain the trust and buy-in from executive management by providing a brief presentation that highlights IT's ability to accelerate the realization of post-integration...

IT Due Diligence Report

This tool helps the CIO and IT due diligence team with tracking and documenting ongoing information discoveries throughout the due diligence phase of an M&A transaction.
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