Play

M&A Plays to Improve Your Workflows

Our library of free plays are designed to help teams revamp their deal lifecycle workflows.

Integration Knowledge Transfer Kickoff

This play has been designed with the part-time integration lead in mind and is particularly applicable to integration environments targeting high-speed, high-volume integration exercises with varying levels of commercial diligence.

Aaron Whiting

Learn More

Setting Up Your Steering Committee

Get the guidance, recommendations, and leadership to driving successful outcomes from the acquisition.

John Morada

Learn More

Setting Up Your Integration Pulse Survey

Understand what is going well and what needs to improve throughout the integration process by using an integration pulse survey.

John Morada

Learn More

Starting Your Integration Management Office Document Repository

Create an Office Document Repository to capture intrinsic knowledge, eliminate work silos, and to have a reference point for future integrations.

John Morada

Learn More

Building a Proper DACI for the Team

Build a DACI to help all members of an integration workstream have knowledge transparency.

John Morada

Learn More

Identify Key People and Roles for Retention

Use this play to determine which roles you want to retain.

Klint Kendrick

Learn More

Determining a Key Employee's Flight Risk

Use this play to assess the likelihood that a key employee will leave the business.

Klint Kendrick

Learn More

Design Retention Incentives

Decide what kind of incentives to offer key employees in exchange for remaining onboard.

Klint Kendrick

Learn More

Backlog

Learn how to maintain a quality backlog to enable team-wide collaboration on the highest priority tasks.

Kison Patel

Learn More

Standup

Utilize quick meetings, called standups, for transferring essential knowledge, resulting in transparency, efficiency, and risk reduction between team members.

Kison Patel

Learn More