Managing the Diligence Process as a Project Manager

Due diligence runs as a multi-workstream program on a hard clock. Learn to structure the workstreams, run the data room and the Q&A, and track findings so nothing important surfaces after signing. The course runs as guided self-study: narrated module videos, review questions after each module, a practitioner case study, and a final examination. 2.25 PMI PDUs (Ways of Working, Power Skills, Business Acumen), self-reported in PMI's CCRS as self-directed learning. What you will learn: • Structure a due diligence effort as a governed, time-boxed program with clear phases, owners, and milestones. • Coordinate the diligence workstreams (financial, legal, commercial, operational, and technical) and manage their interdependencies. • Manage the data room and the flow of information and questions between buyer, seller, and advisors. • Establish issue tracking and escalation so that findings reach decision-makers before they are needed. • Connect diligence findings to valuation, deal terms, and the integration plan. • Manage advisors and internal stakeholders under deadline pressure. Who should attend:  This self-study course is written for project managers and finance professionals, and for PMP and other PMI credential holders seeking PDUs.