I&O M&A Risk Assessment Tool

During a merger or acquisition, use this tool to assess potential risks of the target organization's I&O.

I&O M&A Short-Term Integration Capacity Assessment Tool

Use this tool to estimate and plan for resourcing for mission-critical day 1 integration projects.

I&O M&A Long-Term Integration Portfolio Planning Tool

Use this tool during a merger or acquisition to prioritize and resource long-term integration projects to best realize the deal's value.

Service Acquisition Planning and Tracking Tool

Use this Service Acquisition Planning and Tracking Tool to plan your acquisition activities and track progress.

Workforce Planning Workbook

Use this tool to document talent needs and availability, the impact of internal and external trends, workforce estimates, and initiatives to close workforce gaps.

IT Integration Roadmap Tool

Use the IT Integration Roadmap Tool to track key elements during the M&A discovery, integration planning, and execution phases.

CIO Strategic Competency Evaluation Tool

This tool should be used by CIOs wishing to assess their current competency levels for the capabilities required to become a strategic CIO.

Internal Controls Effectiveness Scorecard

The only way to know if your controls are providing adequate coverage is to measure them over time. This tool will give you insight into the continued relevance of your...

Internal Controls Prioritization Tool

This tool will give you an assessment of your current control coverage and help you determine the types of controls required to mitigate your risks.

Initiative Definition Tool

When creating initiatives, all components of the initiative - from its objective to the benefits and costs - need to be considered. Use this template to map out the goal,...
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