What’s inside this Acquisition Planning Meeting Template:
Provide an overview of the acquisition at stake.
Discuss who will be the leader of the acquisition. What team members are required?
Discuss the timeline for the integration. What critical milestones must be met to meet the completion date?
What external resources are required and at what cost?
Ensure all aspects of the integration process are considered.
- Business Systems (ERP, CRM, etc.)
- Customer Service
- Business Processes – Customer Ordering, Logistics, etc.
- Sales Operations
What came out of this meeting? What are the next steps?