Acquisition Planning Meeting Template
Get this templateUse this Acquisition Planning meeting template to ensure a successful acquisition by discussing the necessary resources and time.
Preview template
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?