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Acquisition Planning Meeting Template

Use this Acquisition Planning meeting template to ensure a successful acquisition by discussing the necessary resources and time.

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What’s inside this Acquisition Planning Meeting Template:

1Overview

Provide an overview of the acquisition at stake.

2Management

Discuss who will be the leader of the acquisition. What team members are required?

3Timeline

Discuss the timeline for the integration. What critical milestones must be met to meet the completion date?

4Resources

What external resources are required and at what cost?

4Integration process

Ensure all aspects of the integration process are considered.

  • Business Systems (ERP, CRM, etc.)
  • Customer Service
  • Finance
  • HR
  • IT
  • Manufacturing
  • Business Processes – Customer Ordering, Logistics, etc.
  • Sales Operations

5Action items

What came out of this meeting? What are the next steps?

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