First 100 Day - Status Summary

Initiatives Completion Status

Department # Initiatives Complete Total # of Initiatives % Complete
East Operations 0 7
0%
West Operations 0 7
0%
Real Estate 0 21
0%
Finance 10 22
45%
IT 2 4
50%
Human Resources 3 17
18%
Law 1 7
14%
Corporate Affairs & Communications 15 57
26%
Total 31 142
22%

Finance

External Reporting
  • Lawson GL to SAP GL Consolidation 4/15
  • Public bond disclosure resolution 4/6
  • Finalize purchase accounting estimates 4/11
Enterprise Planning/Management Reporting
  • 2025 combined forecast -enterprise level 3/15
  • FAQ on management reporting 4/5
  • Combined QFR materials 4/27

Human Resources

401(k)

Establish process with Fidelity to continue repayments on Acquired Co. plan loans

Amend Acquired Co. trust agreement as needed

Pension

Confirm responsibility for Acquired Co. Plan audit/5500 filing

Decide Acquired Co. Plan Pension Committee Structure

Flex

Determine impact on Acquirer Special Purpose FSA plan election

Determine impact on Acquirer DCAP FSA plan election

Information Technology

IT Infrastructure

Corporate Functions

Lawson to SAP Q1 - Complete

Corporate Affairs

Retire AcquiredCo.com - In Progress

Corporate Giving

Adopt Acquirer Corp Giving - Not Started

Org Structure

IT Policy and Guidelines - In Progress

Corporate

Corporate Team

Key Initiatives

  • Develop a transition plan for Acquirer and Acquired Co. association contacts.
  • Reevaluate federal priorities and positions in context of new company organization.
  • Evaluate existing Acquirer and Acquired Co. reporting and disclosure programs.
  • Assess current giving/volunteerism programs for Acquirer and Acquired Co.

East & West Operations

East Operations

Organization Structure: Establish future product and service expectations for internal destinations.

Operations: Establish 2025 Goals that reflect business objectives.

Office Plan: Assess suitability of existing offices to accommodate IT requirements.

West Operations

Overhead Cost & Operating Synergies: Establish system transition plan.

Montana Manufacturing Processes: Complete initial Reliability assessment.

Sales & Marketing Integration: Make decision on brand transition strategy.

Real Estate

Land Asset Management

Update 2025 revenue forecast / expectations & quantify near-term operational synergies.

Development

Produce integrated budget and host kick-off meeting to set 2025 individual project goals.

Recreational Lease Management

Produce integrated budget and consolidate surface lease data into centralized database.

Energy & Natural Resources

Team Building and Goal Setting All-Hands Meeting and preliminary knowledge & data exchange.

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