TEMPLATE
SOURCING & PROCUREMENT
M&A READINESS ASSESSMENT /
INTEGRATION PLAYBOOK
Sourcing & Procurement M&A Initial
Internal Readiness Assessment
What Has Been Findings Required Actions Who/When
Assessed
Existing Sourcing &
Procurement M&A
Playbook
Critical Staff
Key Material
Groups and
Contracts
Processes and
Systems
Knowledge Capture
Mechanism
2
Sourcing & Procurement M&A Readiness
/Integration Playbook Table of Contents
Topic Page
Executive Summary
Phase I: Integration Prep Activities
Phase II: Integration Planning
Phase III: First 100 Days
Lessons Learned from Prior Integrations
Benchmarking
Tools, Templates and Examples
3
Sourcing & Procurement M&A Readiness /Integration
– Tools and Templates Reference Guide
Tool / Template Playbook Page
Systems and Tools Dependencies
Process for Identifying Contract Synergies
Contract Comparison Checklist
Processes, Tools and Critical Staff Matrix for Prioritization and Assessment
Business Continuity: Template for Team Set Up
Sourcing Synergy: Template for Team Set Up
Target Company Spend Analysis
Sourcing Synergy Identification and Analysis
Sample Communications Plan
4
Procurement Synergies Account for Between 30% and
50% of Overall PMI Synergy Cost Savings*
•To