M&A CHARTER TEMPLATE

GENERAL M&A INFORMATION
M&A NAME	IMPORTANT REMINDER A narrative written charter must be circulated and signed by the M&A sponsors. You can attach a completed version of this template to your narrative written charter in an effort to keep it short and concise. Please make sure you meet with the M&A team and sponsors before completing this template. Much of the information required will need to come from a discussion with team members and sponsors.
M&A SPONSOR
M&A MANAGER
EMAIL ADDRESS
PHONE NUMBER
ORGANIZATIONAL UNIT
PROCESS IMPACTED
EXPECTED START DATE
EXPECTED COMPLETION DATE
EXPECTED SAVINGS
ESTIMATED COSTS
GREEN BELTS ASSIGNED
BLACK BELTS ASSIGNED

PROBLEM/ISSUE, GOALS, OBJECTIVES, AND DELIVERABLES
PROBLEM OR ISSUE
PURPOSE OF M&A
BUSINESS CASE
GOALS / METRICS
EXPECTED DELIVERABLES

SCOPE AND SCHEDULE
WITHIN SCOPE
OUTSIDE OF SCOPE
TENTATIVE SCHEDULE	KEY MILESTONE	START	COMPLETE
INITIAL PLANNING
FINALIZE M&A PLAN
SYNERGY ASSESSMENT
VALUATION
DUE DILIGENCE
INTEGRATION
POST-INTEGRATION REVIEW(S)

RESOURCES AND COSTS
M&A TEAM
SUPPORT RESOURCES
SPECIAL NEEDS
COST TYPE	VENDOR / LABOR NAMES	RATE	QTY	AMOUNT
LABOR
LABOR
LABOR
LABOR
LABOR
MISCELLANEOUS
TOTAL ESTIMATED COSTS

DEFINE THE M&A BENEFITS AND CUSTOMERS
PROCESS OWNER
KEY STAKEHOLDERS
FINAL CUSTOMER
EXPECTED BENEFITS
TYPE OF BENEFIT	DESCRIBE BASIS OF ESTIMATE	EST BENEFIT
SPECIFIC COST SAVINGS
ENHANCED REVENUES
HIGHER PRODUCTIVITY (SOFT)
IMPROVED COMPLIANCE
BETTER DECISION MAKING
LESS MAINTENANCE
OTHER COSTS AVOIDED
TOTAL EXPECTED SAVINGS

DESCRIBE M&A RISKS, CONSTRAINTS, AND ASSUMPTIONS
RISKS
CONSTRAINTS
ASSUMPTIONS

Prepared by	Date

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