Post-Merger Integration Planning: Day 1 - Day 30

Agenda

• Objectives of Meeting
• High Level Overview of Game Plan
• Master Plan for Day 1 Preparations
• Day 1 Preparation
• Day 1 Planning Templates by Workstream
• Summary of Meeting Held One Week Ago
• Three Focus Areas First Month After Close
• Day 1 for Stakeholders and Media
• Division-Specific Activities Over the First 30 Days

Objectives of Meeting

• Take the next step in a planning process
• Discuss HR, Communications and Change Management support to all teams during planning process and post Day 1 - 30 implementation
  • Common practices and processes
  • Materials and training
• Review functional team activity plans and deliverables for Day 1 - 30

Identify:

• Gaps in must have priorities across functions
• Areas of functional interdependence
• Areas requiring enabling support
• Tactical issues requiring resolution to progress planning
• Resource or process constraints

Prepare for next workshop:

• Finalize workforce structure
• Continue functional team discussions
• Develop action plans to implement must have items

Day 1 Preparation

• Review detailed Day 1 action plans and checklists

• Identify major gaps and interdependencies

  • Tactical issues for resolution
  • Resources
• Work across teams to resolve issues

• Final Day 1 checklists for internal communications, external stakeholder management, and operations

  • “Must happen”
  • “Could happen”
  • “Will happen later”

• Preliminary Day 1 plans

  • Activities
  • Timing
  • Responsibilities
  • Dependencies from other teams...