Templates & Policies

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I&O M&A Project Napkin Use this template to document high-level merger or acquisition project goals.
I&O M&A Discovery Letter Template Use this template to request discovery information from the target organization.
I&O M&A Discovery Template Complete this template to document the current state of the target organization's I&O.
I&O M&A Workbook Use this template as a working repository of key information and progress throughout your merger or acquisition project.
Practical, Right-Sized BCP Case Study: Maturity Scorecard Maturity Scorecard for Practical, Right-Sized BCP Case Study
Practical, Right-Sized BCP Case Study: Business Impact Analysis Business Impact Analysis for Practical, Right-Sized BCP Case Study
Practical, Right-Sized BCP Case Study: Action Items to Close Gaps Action Items to Close Gaps for Practical, Right-Sized BCP Case Study
Practical, Right-Sized BCP Case Study: Recovery Workflow Recovery Workflow for Practical, Right-Sized BCP Case Study
Practical, Right-Sized BCP Case Study: Recovery Playbook Recovery Playbook for Practical, Right-Sized BCP Case Study
Practical, Right-Sized BCP Case Study: Business Process Flowcharts Business Process Flowcharts for Practical, Right-Sized BCP Case Study