Newco - Finance Organization

  • Schedule a work session with key stakeholders to assess functional redundancies and begin construct of attrition plan
  • Build roles/responsibility matrix
  • Construct a draft organization chart
  • Conduct follow up meeting with key stakeholders to review draft and gather edits
  • Schedule and conduct presentation meeting with decision making executives to present organization chart and gather further edits
  • Revise new org chart
  • Construct memo with HR to have an executive publish new org chart
  • Schedule a department meeting to introduce new org chart/ R&R for review
  • File new org chart into corporate archives and policy records