KEY POINTS
> Human factor
> Driving and managing change
> Partners’ commitment
> Taskforces
> Strategy and governance
> Internal communication
> Partners’ matters
> Finance / Insurance
> Deontology / Risk Management / Quality
> Human resources
> Business lines strategies
> Marketing, business development and sales
> Legal
> Infrastructure and IT

WHAT HAS TO BE DONE
> Set up taskforces
> Understand roles and responsibilities within the new organization
> Define new positioning
> Define new messages
> Create a marketing action plan aligned with firm’s positioning
> Plan merger communication (internal communication and external communication – clients, press, market)
> Ease management of change

RISKS
> Human risks

DELIVERABLES
> Depending on stakes and issues
> Draft of positioning
> New organization sketch
> Brand strategy
> Supporting the daily merger process
(…)