The checklist covers the schedule of activities for M&A Day 1 and the tasks to prepare for Day 1.

Execute Day 1 Communications Activities

08:00 - Acquirer CEO to inform leaders of closing of the deal, governance structure
08:00 - Acquiree CEO to inform leaders of closing of the deal, governance structure and brand decision
08:30 - Acquirer/Acquiree issue joint press release to inform world.  Reiterate key messages. Press release / Q&A posted on both sites
08:30 - Internal message from existing CEO to Acquiree employees + link to press release, email and intranet
08:40 -  Acquiree employees - first communication to combined employees from combined CEO & Q&A + CEO welcome video: intranet and email
08:40 - Acquirer employees - first communication to combined employees from combined CEO & Q&A + CEO welcome video: intranet and email
08:30 - Acquiree website - about us pages provide info on Newco - high level info on BUs. Releases uploaded and Day 1 brand used by Acquiree
08:30 - Acquirer website - About us pages provide info on Newco. High level info on BUs and releases uploaded
08:30 - Acquirer welcome intranet site for all Acquiree employees that includes welcome video, elements from core script, key and contact information
08:45 - Execs brief local employees using playbook key messages
08:45 - Promote the closing on Acquirer social media channels
08.45 - Promote the closing on Acquiree social media channels
09:00 - Acquirer functions: customer facing staff briefings to explain how comm cascade works and what is required of the teams
09:00 - Acquiree execs: customer facing staff briefings  to explain how the comm cascade works and what is required of the teams
09:30 - Acquirer's BU leader communications to their respective business and shared service units provide more detailed information
09:30 - Acquiree's exec communication to their respective regions provide more detailed information using exec talking points in playbook
09:30 - Acquirer customer cascade begins. Letter from the combined CEO - maintain trust and positive perception - highlight opportunities 
09:30 - Acquiree customer cascade begins. Letter from the combined CEO - maintain trust and positive perception - highlight opportunities 
10:00 - Acquirer suppliers: supplier cascade begins. Letter from the Acquirer CEO  - highlights formal start of combined company and the opportunities
10:00 - Acquiree suppliers: supplier comms sent. Letter from Acquiree CEO  - highlights formal start of combined company and the opportunities 


The above is a sample. The rest of the file in Excel can be downloaded by Merger Integration Certification Workshop attendees and MergerIntegration site subscribers.

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