Integration Diagnostics Tool

Integration Diagnostics Tool

Please fill in the survey carefully.
- Name*
  
  First NameLast Name
- Email*
  example@example.com
- Company Name*
- Position*
- Primary Industry*
- When are you considering acquiring the target business?
- I agree to receiving relevant follow-up by a ClarityNorth Partners professional (view policies at website)*
  
  Yes
- I agree to the Terms and Conditions and Terms of Use (view policies at website)*
  
  Yes
- What is the strategic rationale for the deal?*
- Has the integration thesis been clearly defined and documented? *
- Have Day 1 and end-state goals been aligned between the deal and integration teams? *
- How confident are you in your synergy capture plan?*
  
  12345
- Is there a dedicated integration leader/team in place?*
- How experienced is your integration team with similar deals? *
  
  NoneSomeExperiencedExpert
- Are roles and responsibilities across business functions clearly defined for integration? *
- Has executive sponsorship been secured for key workstreams?*
- Have you conducted a functional impact assessment (IT, HR, Finance, Ops, etc.)?*
- Are integration workplans defined for each function?*
- Are functional leaders aware of Day 1 requirements?*
- Rate your confidence in each function’s readiness for integration - IT *
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Rate your confidence in each function’s readiness for integration - HR *
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Rate your confidence in each function’s readiness for integration - Finance *
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Rate your confidence in each function’s readiness for integration - Ops & Supply Chain *
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Do you have a confirmed Day 1 list of activities and owners?*
- Is customer/supplier communication planning underway?*
- Are compliance and regulatory requirements mapped for Day 1?*
- Have Day 1 systems access and data flow needs been identified?*
- Have you assessed cultural differences between buyer and target?*
- Is there a communication plan for employees post-close?*
- Have key employee retention or flight risks been identified?*
- How confident are you in your change management plan?*
  
  12345
- Are synergy targets quantified by category (cost, revenue, etc.)?*
- Is there a mechanism to track synergy realization post-close?*
- Have you stress-tested value levers in case of execution delays?*
- Deal type
- Geography
- Deal size (approximate)
- Should be Empty: