M&A Day 1 Readiness: Update by Workstream

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This presentation gives the IMO a a single consolidated view of where every function stands before the deal closes. Green means ready. Open items mean risk. No surprises on Day 1 is the only acceptable outcome.

The communications workstream arrives at close prepared. The playbook is done. The town hall deck is approved. Every Day 1 responsibility has a name attached to it. The merger SharePoint site goes live the moment the deal closes — stocked with the CEO welcome video, leadership bios, combined values and operating model content, nearly 100 FAQs, and technical resources for employees on both sides of the deal. Senior leaders get a dedicated briefing call the day before close so nothing catches them off guard in front of their teams.

Sales and Marketing reports no open pre-close tasks and no Day 1 risks — a clean bill of health that's harder to achieve than it sounds. The top-level org structure is ready to communicate in Week 1. Client and prospect lists are segmented, matched across both companies, and in the hands of the people who need them. The Salesforce migration plan is ready to activate post-close. The war room contact structure is in place.

Finance has every pre-close task on track and operational governance guidelines updated and ready for Day 1. A centralized war room is reserved and staffed specifically to handle P1 and P2 escalations as they come in. IT enters close with no open items and no risks — Microsoft Teams federation is live, shared Outlook calendaring and address book access are active, and a virtual Technology War Room staffed by both help desks is standing by for escalations.

Facilities, Legal, and all three regional operations workstreams complete the picture. Day 1 site guides are done. Building access and visitor processes are documented. Legal has just two close-related tasks outstanding, no Day 1 risks, and a global town hall queued for Week 1 to align the combined legal organization. Every region has its command-and-control structure in place and its war room escalation process confirmed. The machine is ready.