Individual skill

Diligence Workstream Plan

Produces a dependency-mapped sequence for the commercial, financial, operational, legal, tax and IT workstreams against the exclusivity clock, for when you need the findings that invalidate other work to surface before that work is done.

packs/private-equity/skills/diligence-workstream-plan/SKILL.md

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Sep 10, 2026
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# Diligence Workstream Plan

## When to use

Use this skill once the diligence architecture has named the workstreams, owners and deliverables, and exclusivity has a start and an end date. Architecture answers who does what; sequencing answers in what order, and it is the harder question: a tax structuring finding that lands in week six can invalidate three weeks of modelling built on the wrong acquisition entity, and by then there is no float left to rebuild in.

## What it does

Produces a sequenced workplan built on a critical path -- every workstream mapped to the outputs it consumes and the outputs it produces, ordered so that shape-changing findings arrive before the work they would undo, with float, freeze points and a re-baselining trigger stated on the face of the plan.

## Method

### Step 1 -- Fix the terminal dates and run a backward pass
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