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

Agenda

Meeting Objectives

Expectations

Dry Run Roles

Detailed Process For Scenario Dry Runs

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 #1 - XM Satellite Radio

Scenario #2 - CitiGroup, INC.

Scenario #3 - Royal Bank Of Canada

Documentation Requirements

Gap Identification and Remediation Template

Outlier Template

Challenges

New/Modified Plays

Parking Lot Template

Form