Strategy & Operating Model

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I&O M&A Discovery Template Complete this template to document the current state of the target organization's I&O.
M&A Runbook for Infrastructure and Operations – Phase 4: Map Long-Term Integration This phase of the blueprint M&A Runbook for Infrastructure and Operations will help you build a long-term integration plan to help realize the M&A's value.
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.
I&O M&A Workbook Use this template as a working repository of key information and progress throughout your merger or acquisition project.
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.
M&A Runbook for Infrastructure and Operations – Phase 3: Plan Short-Term Integration This phase of the blueprint M&A Runbook for Infrastructure and Operations will help you build a day 1 integration plan for I&O.
M&A Runbook for Infrastructure and Operations – Executive Brief Read this Executive Brief to understand how to deliver great value to the business as a strategic partner during the M&A.
I&O M&A Project Napkin Use this template to document high-level merger or acquisition project goals.
M&A Runbook for Infrastructure and Operations – Phase 1: Establish Goals This phase of the blueprint M&A Runbook for Infrastructure and Operations will help you consult with business stakeholders and identify M&A goals.
I&O M&A Discovery Letter Template Use this template to request discovery information from the target organization.

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