This play is designed to shorten the diligence memo for readability during hand-off to the integration team.
The due diligence memo is extremely hefty and usually contains 30 to 50 pages for the integration team to read. It’s wishful thinking that every person involved in the integration team would read every piece of that document...there lies the problem.
It’s no secret that the knowledge chasm between the diligence team and the integration team is often the culprit when it comes to value leaks. Even when you involve the integration lead early in the process, there will be additional new people as they expand the team in the formal integration process.
Execute this play and shorten your diligence memo to ensure that everyone will read your report for effective integration planning. The final result should be no more than 4 pages.
Head of Corp Dev, Deal Sponsor, Integration Lead, Functional leads
Easy
Pen and paper
Approximately 2hours
Convey meeting with all the functional leaders
Summarize the Diligence Memo pulling out the following key things:
Hand-off your 4-page document to the integration team