HR TOOLKIT
M&A HR Integration Playbook — what you get
The guide & the forms
The Integration Guide, 34 pages: due diligence through Day One and the first hundred days
Day One Manager Brief (fillable PDF)
Transitioning Employee FAQ (fillable PDF)
Five working Excel tools
Master Task List: 83 HR actions across eight phases, with owners and risk-if-skipped
Due Diligence Master Tracker: preloaded with 23 standard requests
Due Diligence Reference Checklist: 63 categories with the key questions
Talent Retention Risk Matrix: impact and flight scoring with action bands
Metrics & Reporting Pack: 40 metrics, a dashboard, and a pulse survey
A look inside
Real pages from the Excel tools and the guide. Previews are cropped samples, not the full files.
Excel · HR Due Diligence Master Tracker
Preloaded requests across census and org, employment agreements, equity and change in control including Section 280G, compensation, benefits, retirement, payroll, classification and union matters. Priority, status, findings and risk rating are already columned.
Guide · the HR deal lifecycle
Eight phases from pre‑LOI to Day 100, each with a narrow objective. Dashed is confidential work behind the wall. Solid is public execution.
Guide · the compliance crosswalk
The U.S., Canada, U.K. and Australia side by side on notice, transfer, representation, benefits and classification, each closing with its own red flag box.
Built by Antony Pagan, who led HR through 15 acquisition integrations in four years and has run people operations for organizations up to 12,000 employees across the U.S., Canada, and internationally.
$199
instant download
Instant digital download · editable files · one-organization license · not legal advice