M&A Day 1 Readiness: Dry Run Session

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 ...

 

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