Technology-First Action Plan Sample Deliverable

A customizable slide deck to document and communicate your blueprint.

The Essential IT Playbook – Program Overview

The Essential IT Playbook offers a revolutionary and proven systematic improvement program tailored to IT leaders of small and midsize organizations. With 8 secrets and 12...

The Essential IT Playbook

Organizations rely on their IT leaders more than ever to deliver the transformation and innovation needed to thrive in today’s ever-evolving tech landscape – but IT teams...

IT’s Moment: A Technology-First Solution for Uncertain Times Capstone

In uncertain times, IT leaders can thrive by cutting costs to fund innovation, accelerating AI adoption, retaining talent, and leading with a technology-first mindset....

M&A Culture Assessment

This tool provides a high-level cultural assessment of the organizations involved in an M&A to inform the cultural integration plan.

M&A Seller Package

This standalone artifact is a subset of the M&A IT playbook, used after a target (TargetCo) is identified. It includes a due diligence checklist and an M&A culture...

M&A Glossary

The glossary, which comprises terms and definitions related to mergers and acquisitions, will help your IT team elevate their understanding and familiarize themselves with...

Develop an M&A IT Playbook

Integrating technology is critical to the success of any merger and acquisition (M&A) transaction. Though each deal will have its own unique challenges, approaching any...
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M&A IT Workbook

​This Excel workbook will help you bridge the gaps, if any, found during the preparation of an M&A IT playbook for your organization and when preparing for M&A due...

Due Diligence Checklist and Rubric

This Excel workbook is dedicated to helping CIOs and their M&A team structure their due diligence questionnaires and checklist.
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