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["Readme"]
["Mandatory"]
[1,"Do not include information that is clearly sensitive to others. This information may become widely distributed","Use generic phrases to describe initiatives IF there is a likelihood of individuals getting information that is confidential or might upset others."]
[2,"Do not use Excel to track projects that could be shared with others, as syncing data, and rolling up data to create reports is fraught with possible issues"]
[3,"Use a cloud-based or server-based single source of data for tracking projects"]
[]
["Information"]
[1,"Use this template as the start point for creating a checklist for Day 1 - the day that the acquisition is announced and the integration officially kicks off"]
[2,"Add or remove columns and rows that are relevant to your specific integrations. "]
[3,"If you have any questions, contact your IMO for assistance"]
[4,"For consulting advice, go to www.Intista.com/about/contact"]
[5,"All content in this document is for information only, and should not be considered a comprehensive list. \nBy viewing or using this content you agree that Intista, it’s owners, employees, partners or subcontractors will not be liable for any losses or damages to your business, whether direct, indirect, consequential or other, that could result from the use of, or reference to, these materials"]
[6,"Copyright Intista, 2021"]
{"$rows_empty":9}
["\"Time Frame\" List"]
["Day 1"]
["Week 1"]
["First 30"]
["Day 30-100"]
["First 6 months"]
["Year 1"]
["Post Year 1"]

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["Day 1 checklist"]
["Day 1: ","<date>"]
["ID","Area","Task","Sub-task","Status","Owner","Completion Date","Issues, Risks, Comments","Dependencies"]
["D101","Integration Roadmap",{"$nulls":5},"Create a communicable vision of the fully-integrated business and how you will get there"]
["D101.1",null,"Establish the reasons for acquiring"]
["D101.2",null,"Create a mission statement"]
["D101.3",null,"Create company-wide integration objectives"]
["D101.4",null,"Agree the method of integration",{"$nulls":4},"e.g. Consolidation, Keep Separate for a period of time, Leave Autonomous\nWill it be the whole business, or back office only, etc."]
["D101.5"]
["D101.6"]
["D102","Teams and Tools"]
["D102.1",null,"Assemble the Steering Committee"]
["D102.2",null,"Appoint the Integration Management Office (IMO)"]
["D102.3",null,"Appoint the Onboarding Team",{"$nulls":4},"In a small integration, a single person would be responsible for onboarding"]
["D102.4",null,"Decide what your workstreams will be and appoint their leaders"]
["D102.5",null,"Decide upon and set up the "]
["D102.6",null,"Select and configure the tools you will use for tracking and reporting the integration project statuses"]
["D102.7",null,"Decide upon the integration meeting structure and cadence",{"$nulls":4},"Usually integration status meetings are held daily\nSteering Committee might meet once per week, initially, reducing in frequency as appropriate\nIMO will have a variety of reasons to meet, usually held weekly"]
["D102.8",null,"Create the integration playbook",{"$nulls":4},"This is a cloud-based repository that all staff can access with status reports, and reference documents"]
["D103","Legal Obligations"]
["D103.1",null,"Address business regulatory requirements"]
["D103.2",null,"Ensure a unified Health and Safety policy is in place",{"$nulls":4},"Important for manufacturing. Often an interim policy is applied"]
["D103.3",null,"Close the finances of the acquired business"]
["D103.4",null,"Apply any financial accounting changes",{"$nulls":4},"Different financial accounting practices may have to be addressed from the first day of business"]
["D103.5",null,"Insurance reassignments",{"$nulls":4},"Health, accident, vehicle and liability insurance"]
["D103.6",null,"Trading licenses, operating permits",{"$nulls":4},"Does the business have to transfer licenses or permits to continue operations?"]
["D103.7",null,"Industry specifics",{"$nulls":4},"Many industries have specific legal obligations that must be addressed ASAP"]
["D104","Business Continuity",{"$nulls":5},"What is involved in keeping the business running?\nOnly get involved in areas that must be modified or monitored on Day 1"]
["D104.1",null,"Bank accounts"]
["D104.2",null,"Regulatory report filing"]
["D104.3",null,"Services delivery",{"$nulls":4},"Ensure you can continue to deliver professional services to clients under the same contracts"]
["D104.4",null,"Invoicing",{"$nulls":4},"Ensure invoices go out under the new company name, if required"]
["D104.5",null,"Payment collections"]
["D104.6",null,"Shipping and logistics",{"$nulls":4},"Ensure you can ship under your existing contracts"]
["D104.7",null,"Security and access to data",{"$nulls":4},"New ownership will bring changes to who can access previously confidential information"]
["D104.8"]
["D104.9"]
["D104.10"]
["D104.11"]
["D105","Interim Operations",{"$nulls":5},"Provide clarity in how the business operates until permanent solutions are in place\nIf training is required, this must be easily accessible by all staff"]
["D105.1",null,"Branding"]
["D105.2",null,"Email addresses"]
["D105.3",null,"Governance"]
["D105.4",null,"Interim sales strategy"]
["D105.5",null,"Channel partner support"]
["D105.6",null,"Transition Service Agreements (TSAs)"]
["D105.7",null,"Alignment on levels of service for customers"]
["D105.8",null,"Travel reservations"]
["D105.9",null,"Expenses and cost centers"]
["D105.10",null,"Interim warehouse strategy"]
["D105.11"]
["D106","Communications"]
["D106.1",null,"Complete the communication plan",{"$nulls":4},"Including the Day 1 announcement for the different audiences"]
["D106.2",null,"Clarity on governance"]
["D106.3",null,"Managers understand key messaging"]
["D106.4",null,"Communicating to remote staff"]
["D106.5",null,"Personal heads-up to key customers"]
["D106.6",null,"Personal heads-up to key partners"]
["D106.7",null,"Personal heads-up to key suppliers"]
["D106.8",null,"Announce beyond acquired staff: press, acquiring company etc."]
["D106.9",null,"Day One rules of engagement for sales motions"]
["D106.10"]
["D107","Onboarding",{"$nulls":5},"Program of processes and events that introduces new staff to a business"]
["D107.1",null,"HR logistics (paperwork)"]
["D107.2",null,"Day 1 announcement(s)",{"$nulls":4},"Detailed Day 1 announcement preparation is extremely important. Includes who will announce at what location"]
["D107.3",null,"Orientation",{"$nulls":4},"Learning about each other's business and products"]
["D107.4",null,"Office visits, staff engagements"]
["D107.5",null,"Training"]
["D107.6",null,"Complete senior staff retention plan",{"$nulls":4},"The retention plan for senior staff is usually completed before the signing"]
["D107.7",null,"Prepare Key Staff retention plans",{"$nulls":4},"The retention plan for non-senior, key staff is carried out after the announcement"]
["D107.8"]
["D108","Immediate Needs",{"$nulls":5},"Tasks set by the business to be completed before/on  Day 1\nNot legal mandatories\nEach team has own list"]
["D108.1",null,"Business continuity kick off"]
["D108.2",null,"Interim operations",{"$nulls":4},"Tell employees how we will do invoicing, shipping, selling as an interim process, until the final process is developed over time"]
["D108.3",null,"Employment contracts"]
["D108.4",null,"Employee payroll"]
["D108.5",null,"Benefits continuity"]
["D108.6",null,"Financial opening balance sheet"]
["D108.7",null,"Corporate communications channels",{"$nulls":4},"How will we communicate to all the employees, at all of these locations, in different time zones?"]
["D108.8",null,"Building access via security cards"]
["D108.9"]
["D108.10"]
["D109","Important Projects",{"$nulls":5},"Important integration projects might be started before Day 1\nTypically projects with fixed deadlines\n\nVery dependent upon the businesses involved.\n\nDo not include acquired staff in integration projects on Day 1, as they may have been unaware they were acquired"]
["D109.1",null,"Example: Sales team reorganization or reprioritization"]
["D109.2",null,"Example: Expanding to a new region"]
["D109.3",null,"Example: Submit legal documents"]
["D109.4",null,"Example: Planning new product direction"]
["D109.5",null,"Example: Joint attendance at a trade show or conference"]
["D109.6"]