Meeting Objectives
Discuss how all retention, severance, outplacement, transition and synergy-linked incentives will support the goal of engaging and motivating people to perform and behave appropriately through the transition period
Agenda
- Meeting Objectives
- Timing of Announcement of Job Status to All Employees
- Timing Dependencies
- Timing of Announcement of Tier 1 Organization Design and Staffing Decisions
- Pre-Close Retention Incentives Acquirer
- Severance for Acquirer Employees Post -Close
- Post -Close Outplacement Services
- Transition Incentives
- Post -Close Incentives Linked to Synergies
- Organization Design ,Staffing, and Retention Interdependencies
- Interview Process
- Transition Agreements
- Severance
- Reductions in Force
- Staffing Q&A
- Staffing Deliverables
Timing
Agree on a date when we can provide answers to all employees in the combined organization on their employment status (i.e., Close plus 30, 60, 90 days)
- Group One: People who have jobs with the combined organization
- Group Two: People who do not have jobs with the combined organization
- Group Three: People who are needed temporarily through a specified transition period, but not permanently
Work backwards from that date to determine when Tier 1 org. design and staffing decisions must be made to support that decision, respecting the fact that certain hurdles must be cleared (i.e., shareholder vote, regulatory approval, or Close)
Slide titles:
![Post-Merger Staffing and Retention](/sites/default/files/styles/ppt_slide_thumbnails/public/Post-Merger-Staffing-and-Retention-1-min.png?itok=Z0tEuBom)
Post-Merger Staffing and Retention
![Agenda](/sites/default/files/styles/ppt_slide_thumbnails/public/Agenda-1-min_5.png?itok=lEASbmd0)
Agenda
![Meeting Objectives](/sites/default/files/styles/ppt_slide_thumbnails/public/Meeting-Objectives-1-min_0.png?itok=aUqs24jI)
Meeting Objectives
![Meeting Objectives (cont.)](/sites/default/files/styles/ppt_slide_thumbnails/public/Meeting-Objectives-cont-1-min.png?itok=1NQxPIvV)
Meeting Objectives (cont.)
![Timing of Announcement of Job Status to all Employees](/sites/default/files/styles/ppt_slide_thumbnails/public/Timing-of-Announcement-of-Job-Status-to-all-Employees-1-min.png?itok=vpHzpn8i)
Timing of Announcement of Job Status to all Employees
![Timing Dependencies](/sites/default/files/styles/ppt_slide_thumbnails/public/Timing-Dependencies-1-min.png?itok=ZcY9913o)
Timing Dependencies
![Timing of Announcement of Tier 1 Org. Design and Staffing Decisions](/sites/default/files/styles/ppt_slide_thumbnails/public/Timing-of-Announcement-of-Tier-1-Org-Design-and-Staffing-Decisions-1-min.png?itok=MufsV9Zt)
Timing of Announcement of Tier 1 Org. Design and Staffing Decisions
![Pre-Close Retention Incentives Acquirer](/sites/default/files/styles/ppt_slide_thumbnails/public/Pre-Close-Retention-Incentives-Acquirer-1-min.png?itok=pslm4oeG)
Pre-Close Retention Incentives Acquirer
![Severance for Acquirer Employees Post-Close](/sites/default/files/styles/ppt_slide_thumbnails/public/Severance-for-Acquirer-Employees-Post-Close-1-min.png?itok=14awFu1m)
Severance for Acquirer Employees Post-Close
![Post-Close Outplacement Services](/sites/default/files/styles/ppt_slide_thumbnails/public/Post-Close-Outplacement-Services-1-min.png?itok=NTj5w_32)
Post-Close Outplacement Services
![Transition Incentives](/sites/default/files/styles/ppt_slide_thumbnails/public/Transition-Incentives-1-min.png?itok=MsFRmwwE)
Transition Incentives
![Post-Close Incentives Linked to Synergies](/sites/default/files/styles/ppt_slide_thumbnails/public/Post-Close-Incentives-Linked-to-Synergies-1-min.png?itok=nca4Q7uH)
Post-Close Incentives Linked to Synergies
![Org. Design, Staffing, and Retention Interdependencies](/sites/default/files/styles/ppt_slide_thumbnails/public/Org-Design-Staffing-and-Retention-Interdependencies-1-min.png?itok=jGlHIS6X)
Org. Design, Staffing, and Retention Interdependencies
![Interview Process](/sites/default/files/styles/ppt_slide_thumbnails/public/Interview-Process-1-min.png?itok=hexydZ2H)
Interview Process
![Transition Agreements](/sites/default/files/styles/ppt_slide_thumbnails/public/Transition-Agreements-1-min.png?itok=-MHfT0F6)
Transition Agreements
![Severance](/sites/default/files/styles/ppt_slide_thumbnails/public/Severance-1-min.png?itok=-fINH7lq)
Severance
![Reductions in Force](/sites/default/files/styles/ppt_slide_thumbnails/public/Reductions-in-Force-1-min.png?itok=LJTqJnbD)
Reductions in Force
![Staffing Q&A](/sites/default/files/styles/ppt_slide_thumbnails/public/Staffing-Q%26A-1-min.png?itok=QsX34Ria)
Staffing Q&A
![Staffing Q&A](/sites/default/files/styles/ppt_slide_thumbnails/public/Staffing-Q%26A-2-1-min.png?itok=D_1GHLrW)
Staffing Q&A
![Staffing Q&A](/sites/default/files/styles/ppt_slide_thumbnails/public/Staffing-Q%26A-3-1-min.png?itok=1TF_OF-w)
Staffing Q&A
![Staffing Q&A](/sites/default/files/styles/ppt_slide_thumbnails/public/Staffing-Q%26A-4-1-min.png?itok=c7vKNM-T)
Staffing Q&A
![Staffing Deliverables](/sites/default/files/styles/ppt_slide_thumbnails/public/Staffing-Deliverables-1-min.png?itok=b7EVJAXn)
Staffing Deliverables