Level 1 Integration Playbook

Download Essential Checklists and Templates for Your Integration

As part of the Level 1 Integration Playbook, we’ve included essential checklists and templates to help guide your integration process. To make it even easier for you, we’ve provided downloadable Excel files that align with the checklists mentioned in the playbook. These resources will help you manage each step effectively, from planning to execution.

Here’s what you can download

• Communication Plan Checklist:
  [Communication Plan – Template.xlsx]
• Day 1 Checklist:
  [Day 1 Checklist – Template.xlsx]
• Financial Checklist:
  [Financial and Insurance – Assimilation Checklist.xlsx]
• Human Resources Checklists:
  [Human Resources – Due Diligence Checklist.xlsx]
  [Human Resources – Assimilation Checklist.xlsx]
• IT Checklist:
  [Information Technology – Due Diligence Checklist.xlsx]
• Operations Checklists:
  [Operations and Business Line – Due Diligence Checklist.xlsx]
  [Operations and Business Line – Assimilation Checklist.xlsx]

How to Use These Resources

Each template is designed to align with the corresponding section in the playbook. Use them to track your progress, ensure no steps are overlooked, and keep your integration process on track.

Simply click on the links above to download each template and start implementing the steps in your integration plan.