1
Initial Assessment & Planning
- Define the scope and objectives of the due diligence.
- Identify key areas to focus on, such as management, operations, technology, and processes.
2
Data Collection
- Request and review relevant documents, such as organizational charts, process maps, and key performance indicators (KPIs).
- Conduct interviews with key personnel to gather insights into operations.
3
Operations Analysis
- Evaluate the efficiency and effectiveness of business processes.
- Assess the quality and reliability of technology and systems in place.
- Review supply chain management, inventory control, and production processes.
4
Review
- Analyze the capabilities and experience of the management team.
- Assess the organizational structure to determine if it supports the company’s strategic goals.
- Evaluate the company’s culture and employee engagement levels.
5
Risk Assessment
- Identify operational risks, such as dependencies on key personnel or suppliers.
- Evaluate compliance with relevant regulations and standards.
- Assess the company’s ability to manage and mitigate identified risks.
6
Reporting
- Compile findings into a comprehensive report.
- Provide recommendations for addressing identified issues and improving operations.
- Present the findings to stakeholders and discuss the next steps.
