M&A Day 1 Readiness Checklist

Status	Preparation Completed by Day 1
On Track	Playbooks: SC Review
On Track	Corporate communications / IR review
Escalate	Customer-facing Webcast
On Track	Supplier-facing Webcast
On Track	Employee-facing webcast with HR professionals
On Track	Day 1 Timeline Completed
On Track	Meet with Heads and Leads to incorporate "alignment" tactics for Day 1
On Track	Review Timeline in Joint IMO to troubleshoot
On Track	Provide Final timeline to all heads and leads in Smartsheet
On Track	Day 1 Logistics determined
On Track	Go/No Go on Day 1 Intranet
On Track	Prep Email distribution lists
On Track	Review key priorities, synergy capture and objectives for first 90 days.
On Track	Confirm speakers
On Track	Obtain org charts from both Acquirer & Acquired Co., interviews, census
On Track	Master Day 1 Playbooks (Employees, Customers, Suppliers)
On Track	Finalize Key Messages / High-Level Talking Points
On Track	Finish playbooks
On Track	Playbooks: IMO Review
On Track	Determine Day 1 hosting alternative, if necessary
On Track	Produce Day 1 video
On Track	Upload Day 1 video
On Track	Day 1 SLC Town Hall Meeting
On Track	Confirm Time for Town Hall Meeting
On Track	Confirm Location for Town Hall Meeting
On Track	Confirm Invitees & Distribution List
At Risk	Finalize presentation...

Download file to see more of the checklist.

Related Content