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A Transition Methodology For Business Acquisitions & Outsourcing Roy Mark  January 2010
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Challenges of People Transfers ,[object Object],[object Object],Time Pre-Contract   Transition     Continuous    Improvement Lack of control - about to leave  Awaiting transfer information and final decision Due Diligence process - will I stay or go? Do I know new employer - what are they like? What will happen to pay & benefits? What role will I have? Do I have a career? What are my options? More data on new service - concerns ease Questions answered honestly & quickly Transfer - Orientation & Induction Cautiously optimistic Collaborative Team working
Approach to Business Transition Treating a Business Transition as an integrated project is critical for a successful transition Confirm Project Readiness Plan    Execute    Transfer Implement Operational Management Organise & Manage People (in/out) Manage Rolling Communications Retain/Transfer/Combine Knowledge Implement Technology change Implement Work Locations & Environment Manage Change .. Implement Service Delivery Operations Business Plan Due Diligence Findings Sale Agreement Customer retention Project Sign-off Service Secured and Stabilised Service Transition & People Plan Executed Business Integration achieved according to plan Manage Transition
Due Diligence Approach ,[object Object],Manage Due Diligence Program Plan    Execute    Exit Finance Legal People/Knowledge/Change Technology and Work Environment Service Delivery Costs Confirms Assumptions Costs Solutions Opportunities Risks Service Management
People Transfer Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
People Transfer Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Manage Communications Methods ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Typical Communications Activity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Ongoing Orientation & Training Activities Transition Period Day 1 Pre Announcement  & Announcement
Transition Team ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Transition Team ,[object Object],[object Object],[object Object],[object Object],[object Object]
TUPE ,[object Object],[object Object],[object Object],[object Object],[object Object]
TUPE ,[object Object],[object Object],[object Object],[object Object],[object Object]
Consultation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
In Scope Employees ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Terms and Conditions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Pensions on Transfer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Administer the Transfer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Day 1 and Stabilisation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Integration into the New Employer Communications   Culture  Transition As-Is To-Be - Communication Strategy - Information Meetings - Executive Emails - External Meetings - Q&A Process - Transition Web Site - Vision and Mission - Leadership - Change Management - Organisation Design  - Job Design - Career Management - Transition Plan - Employee Training - Managed Roll-out - Knowledge Transfer - Retention Bonus - Resource Services Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Success Factors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Appendices
Case Study - Lessons Learnt ,[object Object],[object Object]
Lessons Learnt  ,[object Object],[object Object]
Lessons Learnt  ,[object Object],[object Object],[object Object],[object Object]
Lessons Learnt ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Lessons Learnt ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Lessons Learnt ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Due Diligence Meeting Questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Due Diligence Meeting Questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Due Diligence Meeting Questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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A Transition Methodology For Business Transfers And Aquisitions January 2010 No Logo

  • 1. A Transition Methodology For Business Acquisitions & Outsourcing Roy Mark January 2010
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  • 4. Approach to Business Transition Treating a Business Transition as an integrated project is critical for a successful transition Confirm Project Readiness Plan Execute Transfer Implement Operational Management Organise & Manage People (in/out) Manage Rolling Communications Retain/Transfer/Combine Knowledge Implement Technology change Implement Work Locations & Environment Manage Change .. Implement Service Delivery Operations Business Plan Due Diligence Findings Sale Agreement Customer retention Project Sign-off Service Secured and Stabilised Service Transition & People Plan Executed Business Integration achieved according to plan Manage Transition
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Editor's Notes

  1. As part of planning process we have considered the issue of Equal pay.
  2. As part of planning process we have considered the issue of Equal pay.
  3. As part of planning process we have considered the issue of Equal pay.
  4. As part of planning process we have considered the issue of Equal pay.
  5. As part of planning process we have considered the issue of Equal pay.