Acquisition readiness

A stakeholder & communications checklist

Sample for review. General communications planning prompts, not legal, financial or transaction advice.

01 / Rationale & boundariesWrite the strategic rationale in three plain-language sentences.Separate confirmed facts, assumptions and information that cannot yet be shared.Identify the legal and regulatory advisers responsible for disclosure and approvals.

02 / Stakeholders & sequenceMap employees, customers, partners and other affected audiences.Record each group’s likely questions and the relationship owner.Agree who needs to be briefed first and the dependencies between briefings.

03 / Readiness & responsePrepare a question bank, including difficult questions and genuine unknowns.Confirm spokesperson responsibilities, approvals and escalation contacts.Rehearse a timing change or an early information leak with the relevant advisers.

04 / Beyond announcementAssign communication owners to the next transaction milestones.Set a process for tracking concerns and updating the question bank.Review the plan when conditions, timing or stakeholder expectations change.

What needs a closer look?

Use the unanswered questions as a starting point for a conversation.

Shape a conversation brief ↗