M&A Day 1 Plan Templates
| Action | Responsible | Contact Info | Notes |
|---|---|---|---|
| Legal | |||
| - Close deal | |||
| - Begin notification cascade as soon as deal closes | |||
| Communications | |||
| - Ensure all themes and logos are designed and approved | |||
| - Plan Day 1 Celebrations | |||
| - Order gifts for employees | |||
| - Prepare press releases | |||
| - Prepare employee Welcome Packets | |||
| - Design Day 1 Presentations for Executives | |||
| - Post FAQs to website | |||
| HR | |||
| - Check new organization charts for accuracy | |||
| - Brief executives on approved selection and severance processes for site | |||
| - Brief executives on any comp and benefits changes at site | |||
| - Gather feedback from Day 1 | |||
Day 1 Plan
IT
- Ensure voice and email connectivity on Day 1
Facilities
- Ensure all employees have appropriate access to buildings and parking
- Issue badges/IDs
- Arrange for additional security if required
Finance
- Approve budget for Day 1
- Issue corporate credit cards to appropriate employees
Executives
- Decide which executives will be at which sites on Day 1
- Practice Day 1 presentation
- Deliver Day 1 presentation
Day 1 Site Coordinator
- Coordinate all logistics for Day 1
- Serve as single point of contact for Day 1 coordination
Day 1 Plan (By Site)
Sponsor: ____________________
Site Coordinator: ____________
Date? (Close + how many hours/days)
Description? What will the celebration consist of?
Single celebration or shifts?
Location?
How many attending? Dialing in?
Who will make presentations?
Anticipated questions?
Audio/visual equipment required?
Gifts? Who will order?
Information welcome packets? Who will create?
What else will employees receive on Day 1? (Badges, IDs, Business Cards, Phones, Credit Cards, Building/Parking Access Cards, etc.)
How will employees be notified?
What about those who miss the event?
Other needs? (Chairs, tables, lighting, stage, etc.)
Decoration? Who will decorate?
Food and drink? Who will order?
Signage changed? Who will remove/install?
How will the success of Day 1 be measured/assessed?
Related Presentations
