Integration Plan Day 1 Readiness Checklist

This checklist will ensure nothing essential is missed in the integration process. It includes all the typical guidelines and requirements needed for successful integration, however, we encourage teams to customize these checklists to accommodate the specific needs of your deal.

Integration Plan Day 1 Readiness Checklist

Conducting proper and thorough integration is vital to establishing an effective Day 1 plan and execution. Ultimate deal value creation will hinge on how well organizations integrate on all levels, and this checklist will ensure nothing essential is missed in the process.

  • Most suitable during integration planning and execution for complex M&A transactions in preparation for Day 1.
  • Includes the typical guidelines and requirements needed for successful M&A integration.
  • DealRoom encourages teams to customize these checklists to accommodate the unique needs of your deal and M&A process.
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Integration Plan Day 1 Readiness Checklist

Conducting proper and thorough integration is vital to establishing an effective Day 1 plan and execution. Ultimate deal value creation will hinge on how well organizations integrate on all levels, and this checklist will ensure nothing essential is missed in the process.

  • Most suitable during integration planning and execution for complex M&A transactions in preparation for Day 1.
  • Includes the typical guidelines and requirements needed for successful M&A integration.
  • DealRoom encourages teams to customize these checklists to accommodate the unique needs of your deal and M&A process.

Integration Plan Day 1 Readiness Checklist

This checklist will ensure nothing essential is missed in the integration process. It includes all the typical guidelines and requirements needed for successful integration, however, we encourage teams to customize these checklists to accommodate the specific needs of your deal.

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Integration Plan Day 1 Readiness Checklist

Conducting proper and thorough integration is vital to establishing an effective Day 1 plan and execution. Ultimate deal value creation will hinge on how well organizations integrate on all levels, and this checklist will ensure nothing essential is missed in the process.

  • Most suitable during integration planning and execution for complex M&A transactions in preparation for Day 1.
  • Includes the typical guidelines and requirements needed for successful M&A integration.
  • DealRoom encourages teams to customize these checklists to accommodate the unique needs of your deal and M&A process.

What Tasks does the 

Integration Plan Day 1 Readiness Checklist

 Include

1. Key Day 1 Target Operating Model Milestones: Sales and Operations

This section ensure all operating models are evaluated and developed within sales and operations. This includes branding, training, expense policies and market offers. Successful planning this aspect of integration will allow business operations to run smoothly from Day 1.

  • Responsibility for All Customers/Distributors/Partners, Channels Defined, CRM Updated
  • Market Offers Defined and Priced, Supporting Materials Day 1 Ready
  • Joint Sales Models Defined, Including Compensation and Messaging, Branding is Clear Sales Cross Training Completed
  • Sales Travel and Expense Policies Aligned, Travel Readiness Confirmed (Credit Cards, Travel Agency Accounts, Etc.)
  • Approach to Upcoming Conventions, Shows, Trade Fairs Defined
  • Weekly Sales Transition Calls Scheduled

2. Key Day 1 Target Operating Model Milestones: Human Resources and Employee Onboarding

Before Day 1 can be properly executed, integration practitioners must work with human resources to develop organizational design, offer letters and employee onboarding/training.

  • Organization Design Finalized
  • Offer Letters Sent
  • HR Master Data Records Set Up
  • Payroll and Benefits Tools/Personnel Day 1 Ready
  • Buddy System Day 1 Ready
  • Required Training Day 1 Ready
  • Orientation Events Organized, All-Hands and Departmental
  • Business Cards, Stationary, Etc. Day 1 Ready

3. Key Day 1 Target Operating Model Milestones: Real Estate and Leasing

Integration practitioners must prepare real estate facilities before Day 1, which will include signing leases, creating security protocols and furnishing the site.

  • Critical Leases and Contracts Migrated/Novated
  • Day 1 Badging and Security Protocols Ready
  • Day 1 Temporary Signage Ready
  • Sites Furnished and Ready for Day 1 Use
  • Network and Telephony Access Tested for Each Site
  • Insurance/Utilities/Services Ready for Day 1 Transition
  • Required Training Day 1 Ready

4. Key Day 1 Target Operating Model Milestones: IT and Telephony

Implemented the proper and needed technology is critical for a successful Day 1. This includes setting up emails, devices and technology training.

  • Email Addresses Set Up
  • Devices Ready, Including Mobility and Historical Data Transfer/Archiving
  • Day 1 Critical Development and Deployment Activities Complete
  • Day 1 Critical Data Migrations Complete
  • Day 1 End-To-End Scenario Testing Completed Satisfactorily
  • Required Training Day 1 Ready
  • All Required Contracts/Licenses for IT are Day 1 Ready

5. Key Day 1 Target Operating Model Milestones: Finance and Legal Entity

Conducting proper legal and financial due diligence and integration is essential to Day 1 value creation. This includes establishing legal entities, vendor contracts and expense reimbursement processes

  • Legal Entities Established
  • New Vendor Data Added and Tested
  • Vendor Contracts in Place
  • New Customers Added and Tested
  • Customer Contracts in Place
  • General Ledgers, Profit Centers, Cost Centers, Charts of Accounts Set Up
  • P-Cards, Company Credit Cards Day 1 Ready
  • Expense Reimbursement Process Day 1 Ready

6. Key Day 1 Target Operating Model Milestones: Communications and Change Management

Approving and confirming Day 1 plans and communications with the appropriate business functions will enable limited bottlenecks during Day 1 integration, so that the original vision and value of the deal can be created.

  • Legal Close Press Releases Ready
  • Training Plan Approved and Facilities/Instructors/Tools Day 1 Ready
  • Day 1 Communications for 3rd Parties Ready: Vendors, Customers, Shareholders, Regulators, Etc.
  • HR Confirms that Day 1 Events/Orientation Sessions, Manager Toolkits, and Buddy Protocols are Ready

FAQ

What Is Due Diligence?

Due diligence is a critical aspect of any deal that begins very early in the process and can continue right up until closing. During due diligence, the potential buyer asks questions and requests documentation from the seller that helps the buyer understand the target company and its business. These requests are usually general to start and become more specific as the buyer develops a greater understanding of the target. Buyers use the information provided by the seller to evaluate the opportunities and risks associated with the potential transaction. It is important for sellers to stay organized throughout the process. Buyers often submit thorough, detailed request lists that require input from numerous members of the seller’s deal team.

What is a due diligence checklist?

As the name implies, a due diligence request list is a list of questions and requests for information and documentation that a buyer submits to a seller in order to learn about the target company, its business and its operations. The initial diligence request list tends to be broad and typically includes an extensive list of questions covering a wide range of subjects. This allows the buyer to gain a broad understanding of the target company and identify key issues that can be investigated and considered more closely. Because every deal is different, due diligence request lists have to be tailored to meet the needs of the buyer and address the unique circumstances of your transaction.
However, there is a variety of fundamental requests that are relevant in most deals. These are the types of requests that our templates are designed to address.

What Questions Does the Master Due Diligence Questionnaire Include?

As the name implies, a due diligence request list is a list of questions and requests for information and documentation that a buyer submits to a seller in order to learn about the target company, its business and its operations. The initial diligence request list tends to be broad and typically includes an extensive list of questions covering a wide range of subjects. This allows the buyer to gain a broad understanding of the target company and identify key issues that can be investigated and considered more closely. Because every deal is different, due diligence request lists have to be tailored to meet the needs of the buyer and address the unique circumstances of your transaction.
However, there is a variety of fundamental requests that are relevant in most deals. These are the types of requests that our templates are designed to address.

Key considerations when using our m&a due diligence template

Our templates are drafted to provide an inclusive and wide-ranging list of initial due diligence requests. However, the templates, as well as the information contained therein, are not legal advice. They are not complete, and they are not specific to your transaction. The templates are designed to elicit general information from the seller that will provide the buyer with a broad overview of the target and it’s business and operations. You should review any template before using it, and it may need to be modified to ensure that it is suitable and relevant to your circumstances. Information provided by the seller will likely trigger additional questions that focus on specific aspects of the target’s business and issues identified during the due diligence process.

Are the requests in the template comprehensive?

No. Our Due Diligence Checklist is drafted to include typical requests that are relevant in most transactions. However, every deal and every target company is unique. Before utilizing any template, it is important that you review it with the help of your legal and other professional advisors to ensure that the requests are complete and tailored to the specific circumstances of your deal.

How to use the template with Dealroom

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select a Master Due Diligence Template while creating a new room
  • Start assigning, adding to, and completing due diligence requests with needed documents by uploading them into the built-in virtual data room. The Requests tab is automatically populated with the requests from the due diligence template.

Can I change requests in this checklist or add new?

Every M&A process is different. Downloaders are urged to make these checklists their own by changing the providing information to better fit their needs.

Does this questionnaire provide all the necessary integration information?

This checklist was created by and for M&A professionals. It includes a comprehensive starting point for the integration process. However, every deal is different and may require additional requirements and tasks.

How to use this template with DealRoom?

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select an Integration Template while creating a new workspace
  • Start planning, assigning, adding to, and completing integration tasks. The Requests tab is automatically populated with the tasks from the integration template.

Key considerations when using our m&a due diligence template

Our templates are drafted to provide an inclusive and wide-ranging list of initial due diligence requests. However, the templates, as well as the information contained therein, are not legal advice. They are not complete, and they are not specific to your transaction. The templates are designed to elicit general information from the seller that will provide the buyer with a broad overview of the target and it’s business and operations. You should review any template before using it, and it may need to be modified to ensure that it is suitable and relevant to your circumstances. Information provided by the seller will likely trigger additional questions that focus on specific aspects of the target’s business and issues identified during the due diligence process.

Are the requests in the template comprehensive?

No. Our Due Diligence Checklist is drafted to include typical requests that are relevant in most transactions. However, every deal and every target company is unique. Before utilizing any template, it is important that you review it with the help of your legal and other professional advisors to ensure that the requests are complete and tailored to the specific circumstances of your deal.

How to use the template with Dealroom

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select a Master Due Diligence Template while creating a new room
  • Start assigning, adding to, and completing due diligence requests with needed documents by uploading them into the built-in virtual data room. The Requests tab is automatically populated with the requests from the due diligence template.

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