Deliverables Chart Template for M&A

Our deliverables chart template will help you track all stages of M&A deal from testing to reviewing stage. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

  • All-deliverables overview in one view
    List every key output—from strategy to execution—so the full scope of your deal’s workflow is laid out, assigned, and trackable.
  • Responsibility & status clarity
    Capture deliverable descriptions, acceptance criteria, owner function and current status so nothing falls through the cracks during execution.
  • Stage-aware tracking
    Organise deliverables by deal phase (e.g., pre-sign, closing, Day 1, 100 days) to ensure appropriate oversight and progress monitoring at every milestone.
  • Audit-friendly documentation platform
    Maintain version history, attach evidence of completion, log date-stamps and commentary so your steering committee has full transparency and oversight.

Once your deliverables chart is in place, build your communications sequencing with the Communications Integration Checklist and ensure formal closure criteria are captured using the Program Exit Criteria Template.

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