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Due diligence action plan matrix template
from deck Due Diligence Process, Types, Checklists Diagrams (PPT Template)

Due Diligence Action Plan Matrix Template for Activities and Departments, Business, Financial and Legal Levels

Slide Content:

  • Activities: This column lists the specific activities that need to be performed during the due diligence process.
  • Departments involved: This column lists the departments that are responsible for each activity.
  • Business DD: This column lists the business-related due diligence items that need to be addressed.
  • Financial DD: This column lists the financial-related due diligence items that need to be addressed.
  • Legal DD: This column lists the legal-related due diligence items that need to be addressed.

Graphical Look:

  • The slide is divided into a matrix with four columns and several rows.
  • The column headers are labeled "Activities", "Departments involved", "Business DD", "Financial DD", and "Legal DD".
  • The row headers are labeled with the specific activities that need to be performed.
  • The cells in the matrix are empty, allowing users to fill in the relevant information for their specific due diligence process.

Overall, this is a well-designed and useful PowerPoint slide that can help businesses to streamline their due diligence process.

Where to use such a slide?

This slide can be used in a PowerPoint presentation to communicate the due diligence action plan to stakeholders, such as investors, board members, or management teams. It can also be used as a standalone document to help businesses track their progress on the due diligence process.

Here are some specific examples of where this slide could be used:

  • In a presentation to investors seeking funding for a merger or acquisition
  • In a presentation to the board of directors seeking approval for a new business venture
  • In a presentation to management teams to provide an overview of the due diligence process and their respective roles and responsibilities
  • As a standalone document to track the progress of the due diligence process and identify any outstanding items

This slide is particularly useful for complex due diligence processes involving multiple stakeholders and departments. It can help to ensure that everyone is on the same page and that all of the necessary activities are being completed in a timely manner.

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