Agenda

  • Meeting Objectives
  • Expectations
  • Drive Run Rolls Detailed Process for Scenario Dry Runs
  • Exit Criteria
  • 2nd Day Feedback Session
  • Process Flow  - The Path of The Scenario
  • Variables Description
  • Framework - Defining the Scenarios
  • Additional Scenarios to Test
  • Scenario Number 1 - XM Satellite Radio
  • Scenario Number 2 - Citigroup , Inc.
  • Scenario Number 3 - Royal Bank of Canada
  • Documentation Requirements
  • Gap Identification and Remediation Template
  • Outlier Template
  • Challenges
  • New / Modified Plans
  • Parking Lot Template

Meeting Objectives

  • Test Day 1 readiness
  • Identify any gaps in our processes and resolve them or develop a plan in place to resolve them
  • Identify any anticipated Day 1 challenges that have not yet been addressed by the teams
  • Give the Customer Support Center staff an opportunity to document any additional “plays” that are required to fill any gaps and address challenges

Expectations

  • This is not a comprehensive test of all Day 1 scenarios; it is a dry run of some sample scenarios meant to test key Day 1 challenges
  • Not everyone will be directly involved in each scenario, but please remain engaged and meet your in-session deliverable requirements
  • Each team must come prepared to discuss and illustrate all plans and processes in your functional area
  • Cell phone, laptop, and general meeting etiquette rules are in effect ...

 


Slide titles:


M&A DAY 1 READINESS DRY RUN SESSION
M&A DAY 1 READINESS DRY RUN SESSION
Agenda
Agenda
Meeting Objectives
Meeting Objectives
Expectations
Expectations
Dry Run Roles
Dry Run Roles
Detailed Process For Scenario Dry Runs
Detailed Process For Scenario Dry Runs
Detailed Process For Scenario Dry Runs
Detailed Process For Scenario Dry Runs
Exit Criteria
Exit Criteria
2nd Day Feedback Session
2nd Day Feedback Session
Process Flow - The Path of The Scenario
Process Flow - The Path of The Scenario
Variables Description
Variables Description
Framework - Defining The Scenarios
Framework - Defining The Scenarios
Additional Scenarios To Test
Additional Scenarios To Test
Scenario #1 - XM Satellite Radio
Scenario #1 - XM Satellite Radio
Scenario #2 - CitiGroup, INC.
Scenario #2 - CitiGroup, INC.
Scenario #3 - Royal Bank Of Canada
Scenario #3 - Royal Bank Of Canada
Documentation Requirements
Documentation Requirements
Gap Identification and Remediation Template
Gap Identification and Remediation Template
Outlier Template
Outlier Template
Challenges
Challenges
New/Modified Plays
New/Modified Plays
Parking Lot Template
Parking Lot Template
Form
Form