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The AMA Handbook of Due Diligence by Andrew J. Sherman, William M. Crilly

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TRAINING PROGRAMS
ENTITY Form 19-17
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
532
TRAINING PROGRAMS
(1)
POSITIONS ATTENDING FREQUENCY
(2)
Notes: (1) Indicate whether program is conducted by internal staff (IN) or outside organization (OUT).
(2) Frequency the indicated program is held.
OUTSIDE TRAINING ORGANIZATIONS UTILIZED
TRAINING PROGRAM TRAINING ORGANIZATION COST PER
SESSION
$
LOCAL LABOR ENVIRONMENT
ENTITY Form 19-18
533
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
LOCATION
ITEM SITUATION
Availability Of Qualified Labor For Growth
Production personnel (1)
Engineering personnel (1)
Technical personnel (1)
Administrative personnel (1)
Other: ____________________________
Wage Rates
Compared to competitors
Compared to potential acquiror
Level Of Organized Labor Activity
Compared to competitors
Compared to potential acquiror
Employee Turnover
Compared to competitors
Compared to potential acquiror
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
[ %] Lower [ ] About the same [ %] Higher
[ %] Lower [ ] About the same [ %] Higher
[ ] Lower [ ] Higher
[ ] Lower [ ] Higher
[ ] Lower [ ] Higher
[ ] Lower [ ] Higher
Note: (1) Enter “NR” if this class of labor is not required.
ATTRACTIVENESS OF REGION TO EMPLOYEES
Economic Stability Of Region
Educational Institutions
Cultural Facilities
Weather Conditions
Traffic Conditions
Crime Conditions
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
[ ] Excellent [ ] Good [ ] Fair [ ] Poor
HUMAN RESOURCES INFORMATION REQUEST
ENTITY Form 19-19
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
534
ITEM PERIOD REQUESTED DATE
RECEIVED
Organization Chart(s) Current
Job Descriptions Of Key Positions Current
Resumes Of Key Personnel Current
Organization Manual (Including Job Descriptions) Current
Personnel Policies And Procedures Manual Current
Labor Agreements Current
Employment Agreements Current
Wage And Salary Ranges By Job Classification Current
Group Insurance Plans Current
Pension And/Or Savings Plans Current
Other Retirement Benefit Plans Current
Incentive Plans (1) Current
Description Of Training Program Current
Affirmative Action Program Current
Status Reports On Existing Personnel Grievances Current
Periodic Human Resources Department Reports Last Three Years
Competitor’s Current Wage And Salary Rates If Available
Competitor’s Current Labor Agreements If Available
Competitor’s Current Benefit Plans If Available
Note: (1) Examples: profit sharing plans, stock option plans, bonus plans, etc.
SUMMARY OF OBSERVATIONS REGARDING HUMAN RESOURCES ACTIVITIES
ENTITY Form 19-20
535
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
ITEM EXCELLENT GOOD FAIR POOR NOTES
Organization
Management
Quality
Effectiveness
Staffing Level
Personnel Policies And Procedures
Wage And Salary Levels
Organized Labor Agreements
Level Of Grievances
Affirmative Action Program
Individual Employment Contracts
Group Insurance Plans
Pension And/Or Savings Plans
Other Retirement Benefit Plans
Incentive Plans
Training Program
Employee Turnover Rate - Hourly
Personnel
Employee Turnover Rate - Salaried
Personnel
Local Labor Environment(s)
SUMMARY OF OBSERVATIONS REGARDING HUMAN RESOURCES
ACTIVITIES (Continued)
ENTITY Form 19-20
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
536
NOTE COMMENTS
(1)

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