Due Diligence - Organization and Headcount
Due Diligence of Dev Organization
By
AnyDB
The Organization and Headcount due diligence template provides a structured checklist for evaluating a company’s organizational design and workforce structure. It helps teams assess how product and engineering teams are organized, how responsibilities are distributed, and how staffing decisions relate to business strategy. This is especially useful during M&A, investor reviews, or internal audits.
Suitable for
Description
This template contains a set of targeted requests for documentation and insights into organizational charts, team structures, staffing breakdowns, and the use of remote or outsourced teams. For each request, users can assign a priority level (High, Medium, Low), upload supporting documentation, track completion status, and enter internal notes. Visual formatting helps prioritize the most critical line items.
The template includes a real-time progress tracker that updates based on the status of each item, allowing teams to monitor the overall completion of the due diligence process.
Key Data Stored
- Org Charts – Charts covering up to 3 levels of Product Management and R&D
- Headcount Census – Details by role, title, team, salary, experience, and performance
- Team Composition – Breakdown of employees, contractors, and locations per product
- Team Structures – Descriptions of development team sizes, co-location, responsibilities
- Remote Collaboration – Interactions between onshore/offshore teams and handoff responsibilities
- Outsourcing Details – Information on volume, type of outsourced work, and vendor usage
- File Uploads – Attachments for each item (charts, rosters, org documents)
- Status Tracking – Completed, Incomplete, or Not Applicable for each item
- Priority Indicators – Visual cues to flag important or urgent line items
- Reviewer Notes – Custom comments for context, follow-ups, or clarification
- Completion Badge – Automatically updated percentage showing overall progress
Business Use Cases
- M&A Due Diligence – Offers buyers visibility into engineering and product organizational maturity
- Workforce Planning – Helps HR, finance, and executives assess how teams are staffed and scaled
- Compliance & Risk Reviews – Ensures alignment with labor practices and vendor policies
- Remote Team Assessment – Clarifies how distributed or outsourced teams operate
- Operational Readiness – Documents whether current team structures support company strategy
Why This Template is Powerful
- Detailed Workforce Insights – Goes beyond basic headcount to include structure, composition, and team roles
- Visual Prioritization – Highlights high-risk or high-value line items for faster action
- Cross-Functional Collaboration – Ideal for coordination between HR, engineering, legal, and executive teams
- Scalable & Flexible – Suitable for startups, scale-ups, or enterprises with hybrid and global teams
- Progress Tracking – Makes it easy to see what's been completed and what needs follow-up
This template brings transparency and order to a traditionally complex area of diligence—turning staffing, structure, and team dynamics into actionable insights for decision-makers.