[Workstream] : End State Vision

End State Vision

Explanation

   
   
   
   

Project yourself one year + into the future and describe your vision of what the successful integration for your workstream will look like. Consider customers, products, people, processes, systems, and the realization of operational efficiencies and synergies.
 

[Workstream] : Day 1 / Week 1 Deliverables

Day 1 Deliverables

Explanation

“R” RACI

Status

Close Date

     

On Track

 
     

Some Issues

 
     

At Risk

 
     

Not Started

 
     

Complete

 
     

Complete

 
     

Complete

 
     

Complete

 

Day 1 Deliverables are the key deliverables and milestones that must be accomplished in the first day/week after the deal closes. Specify the person who will be responsible (the R in RACI) for each deliverable and the current overall status.

Status Key:

Not Started

At Risk

Some Issues

On Track

Complete

 

[Workstream] : Day 2 Deliverables (Deliverables after Week 1 – provide month & year)

Day 2 Deliverables

Explanation

“R” RACI

Date

       
       
       
       
       
       

Day 2 Deliverables are the key deliverables and milestones that will be accomplished after Day 1/Week 1. Define the month and year that each deliverable will be completed and specify the person who will be responsible (the R in RACI) for completing the work.
 

[Workstream] : Key Dependencies

Explanation of Dependency

Workstream / Group You’re Dependent On

   
   
   
   
   

Identify key dependencies your workstream has with other workstreams, groups, and external parties for you to successfully complete your Day 1 and Day 2 deliverables and achieve the overall vision for the integration of your workstream.
 

[Workstream] : Major Risks, Issues, Decisions

RID

Risks / Issues / Decisions

Explanation

Priority

(H,M,L)*

Assigned To

Date Needed

R

   

H

   

D

   

M

   

D

   

L

   

I

   

H

   

I

   

M

   

R

   

L

   

D

   

H

   

D

   

M

   

Priority:

H - High

M - Medium

L - Low

Identify the major risks and issues to be resolved, and decisions needed, for your workstream to be successful. Assess the priority (H,M,L) in terms of timing and overall impact. Identify the person assigned as the owner to resolve and the date needed for resolution.

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