January 2007February 2007
232629147101316192225283136912151821242725
Indicators
Task Name
Duration
Start
Finish
Predecessors
Resource Names
-Annual Report Preparation43 days?Mon 01.01.07Wed 28.02.07
-Perform Initial Planning6 days?Mon 01.01.07Mon 08.01.07
Review project file/lessons learned from last year's Annual Report process1 day?Mon 01.01.07Mon 01.01.07Strategic Planning Committee
Confirm changes, if any, to financial reporting requirements1 day?Tue 02.01.07Tue 02.01.072CFO/Controller
Identify Annual Report Theme and Section Requirements1 day?Wed 03.01.07Wed 03.01.073Strategic Planning Committee
Confirm other sections to be added or removed1 day?Thu 04.01.07Thu 04.01.074Strategic Planning Committee
Confirm SEC filing and Annual Report Checkpoints1 day?Fri 05.01.07Fri 05.01.075CFO/Controller
Selection of Internal Auditors1 day?Mon 08.01.07Mon 08.01.076Audit Committee
Initial Planning Complete0 daysMon 08.01.07Mon 08.01.077
-Design Annual Report6 days?Tue 09.01.07Tue 16.01.07
Assign resources to preliminary design1 day?Tue 09.01.07Tue 09.01.078Strategic Planning Committee
Develop preliminary design and information requirements1 day?Wed 10.01.07Wed 10.01.0710Strategic Planning Committee
-Evaluate/Confirm Report Distribution Mechanisms3 days?Thu 11.01.07Mon 15.01.07
Evaluate/confirm Annual Report design and communications vendor(s)1 day?Thu 11.01.07Thu 11.01.0711PR/IR Dept
Evaluate/confirm corporate Web site design and integration requirements1 day?Fri 12.01.07Fri 12.01.0713PR/IR Dept
Evaluate/confirm Annual Report production and mailing vendor(s)1 day?Mon 15.01.07Mon 15.01.0714PR/IR Dept
Report Distribution Mechanisms Confirmed0 daysMon 15.01.07Mon 15.01.0715PR/IR Dept
Plan/confirm production schedule1 day?Tue 16.01.07Tue 16.01.0716PR/IR Dept
Annual Report Design Complete0 daysTue 16.01.07Tue 16.01.0717
-Define SEC 10-K and Proxy Documentation Production Schedules3 days?Wed 17.01.07Fri 19.01.07
Plan/confirm 10-K production schedule1 day?Wed 17.01.07Wed 17.01.0718CFO/Controller
Plan/confirm Proxy Statement production schedule1 day?Thu 18.01.07Thu 18.01.0720CFO/Controller
Identify process steps required to meet production schedule1 day?Fri 19.01.07Fri 19.01.0721CFO/Controller
SEC 10-K and Proxy Documentation Production Schedules Complete0 daysFri 19.01.07Fri 19.01.0722
-Develop Annual Report22 days?Mon 22.01.07Tue 20.02.07
-Develop Theme production components7 days?Mon 22.01.07Tue 30.01.07
Schedule and hold Theme development sessions1 day?Mon 22.01.07Mon 22.01.0723PR/IR Dept
Gather Theme statistics/validate Theme messages1 day?Tue 23.01.07Tue 23.01.0726PR/IR Dept
Interview Theme Stakeholders1 day?Wed 24.01.07Wed 24.01.0727PR/IR Dept
Develop initial Theme section writeups1 day?Thu 25.01.07Thu 25.01.0728PR/IR Dept
Schedule Theme Photo and Web Site Design Sessions1 day?Fri 26.01.07Fri 26.01.0729PR/IR Dept
Validate Theme facts1 day?Mon 29.01.07Mon 29.01.0730PR/IR Dept
Finalize Theme design and writeups with executive leadership1 day?Tue 30.01.07Tue 30.01.0731PR/IR Dept
Theme production complete0 daysTue 30.01.07Tue 30.01.0732
-Develop Letter to the Shareholders15 days?Wed 31.01.07Tue 20.02.07
Plan interview with Chairman/CEO1 day?Wed 31.01.07Wed 31.01.0733PR/IR Dept
Conduct Interview1 day?Thu 01.02.07Thu 01.02.0735PR/IR Dept,Chairman
Build and review letter1 day?Fri 02.02.07Fri 02.02.0736PR/IR Dept
Review letter in context with audited financial results1 day?Tue 20.02.07Tue 20.02.0737,83PR/IR Dept
Letter to the Shareholders Complete0 daysTue 20.02.07Tue 20.02.0738
-Define Public and Investor Relations Focused Components11 days?Tue 06.02.07Tue 20.02.07
-Set PR and IR Milestones1 day?Tue 06.02.07Tue 06.02.07
Define major PR and IR milestones (alignment with deliverables)0 days?Tue 06.02.07Tue 06.02.0776PR/IR Dept
-Develop Public Relations Messaging4 days?Tue 06.02.07Fri 09.02.07
Define PR messaging for inclusion in Annual Report0 days?Tue 06.02.07Tue 06.02.0742PR/IR Dept
Define PR messaging about Financial Results2 days?Wed 07.02.07Thu 08.02.0744PR/IR Dept
Refine distribution channels and timeline1 day?Fri 09.02.07Fri 09.02.0745PR/IR Dept
-Develop Investor Relations Messaging11 days?Tue 06.02.07Tue 20.02.07
Define IR messaging for Annual Report2 days?Tue 06.02.07Thu 08.02.0742PR/IR Dept
Define IR messaging about Financial Results2 days?Thu 08.02.07Mon 12.02.0748PR/IR Dept
Confirm distribution lists and channels for Annual Report reporting2 days?Mon 12.02.07Wed 14.02.0749PR/IR Dept
Obtain financial results from CFO0 days?Tue 20.02.07Tue 20.02.0750,83CFO/Controller,PR/IR Dept
-Confirm mailing list acquisition and distribution process for shareholders5 days?Tue 06.02.07Mon 12.02.07
Confirm institutional distribution list/process1 day?Tue 06.02.07Wed 07.02.0742PR/IR Dept
Confirm brokerage distribution list/process1 day?Wed 07.02.07Thu 08.02.0753PR/IR Dept
Confirm individual investor distribution list/process1 day?Thu 08.02.07Fri 09.02.0754PR/IR Dept
Confirm corporate Web site update/format/posting process1 day?Fri 09.02.07Mon 12.02.0755PR/IR Dept
Posting & Distribution Process Confirmation Complete0 daysMon 12.02.07Mon 12.02.0756
Public and Investor Relation Message Development & Planning Complete0 daysMon 12.02.07Mon 12.02.0757
-Perform Financial Closing Activities23 days?Mon 22.01.07Wed 21.02.07
-Define Financial Review Components and Related SEC Document Scheduling5 days?Mon 22.01.07Fri 26.01.07
Develop Financial Close Schedule1 day?Mon 22.01.07Mon 22.01.0723CFO/Controller
Develop and Confirm External Audit Review Schedule1 day?Tue 23.01.07Tue 23.01.0761External Auditors,CFO/Controller
Identify/Assign resources to develop and confirm Financial Statements and notes1 day?Wed 24.01.07Wed 24.01.0762CFO/Controller
Identify/Assign resources to develop and confirm 10-K Section1 day?Thu 25.01.07Thu 25.01.0763CFO/Controller
Identify/Assign resources to develop and confirm Proxy Statement Section1 day?Fri 26.01.07Fri 26.01.0764CFO/Controller
Financial Review and Related SEC document scheduling complete0 daysFri 26.01.07Fri 26.01.0765
-Perform Financial Close3 days?Mon 29.01.07Wed 31.01.07
Close out fiscal year books1 day?Mon 29.01.07Mon 29.01.0766CFO/Controller
Perform review and approval of financial adjustments (Accruals and reserves)1 day?Tue 30.01.07Tue 30.01.0768CFO/Controller
Develop financial results for inclusion in Annual Report, 10-K and Proxy Statement1 day?Wed 31.01.07Wed 31.01.0769CFO/Controller
Financial Close and Results Complete0 daysWed 31.01.07Wed 31.01.0770
-Develop Financial Statement Notes and SEC Documents3 days?Thu 01.02.07Mon 05.02.07
Draft Notes to Financial Statements1 day?Thu 01.02.07Thu 01.02.0771CFO/Controller
Draft 10-K1 day?Fri 02.02.07Fri 02.02.0773CFO/Controller
Draft Proxy Statement information1 day?Mon 05.02.07Mon 05.02.0774Legal Department
Financial Statement Notes and SEC document drafts Complete0 daysMon 05.02.07Mon 05.02.0775
-Perform External Audit4 days?Wed 14.02.07Mon 19.02.07
Conduct Foreign and Subsidiary Financial Audits1 day?Wed 14.02.07Wed 14.02.0791External Auditors
Conduct Corporate Financial Audit1 day?Thu 15.02.07Thu 15.02.0778External Auditors
External Audit Complete0 daysThu 15.02.07Thu 15.02.0779
Review and Finalize Audit Results with Audit Committee1 day?Fri 16.02.07Fri 16.02.0780Audit Committee,External Auditors,CFO/Controller
Sign off on Financial Statements/Obtain Senior Management Certifications1 day?Mon 19.02.07Mon 19.02.0781Audit Committee,CFO/Controller
External Audit Complete0 daysMon 19.02.07Mon 19.02.0782
-Perform Internal Legal Review6 days?Tue 06.02.07Tue 13.02.07
Coordinate and review key significant events for inclusion in Annual Report1 day?Tue 06.02.07Tue 06.02.0776Legal Department
Coordinate and review key significant events for inclusion in 10-K1 day?Wed 07.02.07Wed 07.02.0785Legal Department
Coordinate/develop Proxy Statement development1 day?Thu 08.02.07Thu 08.02.0786Legal Department
Coordinate/review Message to the Shareholders1 day?Fri 09.02.07Fri 09.02.0787Legal Department
Coordinate/review External Audit review and comments1 day?Mon 12.02.07Mon 12.02.0788Legal Department
Coordinate/review Senior Management certifications1 day?Tue 13.02.07Tue 13.02.0789Legal Department
Internal Legal Review Complete0 daysTue 13.02.07Tue 13.02.0790
Publicly release financial results0 days?Tue 20.02.07Tue 20.02.0746,83Audit Committee,CFO/Controller,PR/IR Dept,Chairman
Financial Close complete1 day?Tue 20.02.07Wed 21.02.0792
-Produce Annual Report9 days?Mon 12.02.07Thu 22.02.07
Draft Annual Report Design Layout and Identify Placeholders1 day?Mon 12.02.07Tue 13.02.0758PR/IR Dept
Prepare mockups for Executive Management1 day?Tue 13.02.07Wed 14.02.0795PR/IR Dept
Iterate design/finalize production schedule1 day?Wed 14.02.07Thu 15.02.0796PR/IR Dept
Finalize Annual Report Design and Placeholder data1 day?Thu 15.02.07Fri 16.02.0797PR/IR Dept
Produce Final Layout/Obtain Final Approval1 day?Fri 16.02.07Mon 19.02.0798PR/IR Dept
Print Annual Report1 day?Mon 19.02.07Tue 20.02.0799PR/IR Dept
Obtain 10-K document file1 day?Tue 20.02.07Wed 21.02.07100PR/IR Dept
Obtain Proxy Statement document file1 day?Wed 21.02.07Thu 22.02.07101PR/IR Dept
Production of Annual Report Complete0 daysThu 22.02.07Thu 22.02.07102
-Distribute Annual Report5 days?Thu 22.02.07Wed 28.02.07
Obtain final mailing distribution lists1 day?Thu 22.02.07Fri 23.02.07103PR/IR Dept
Print 10-K's for Annual Report mailings1 day?Fri 23.02.07Mon 26.02.07105PR/IR Dept
Print Proxy Statements for Annual Report mailings1 day?Mon 26.02.07Tue 27.02.07106PR/IR Dept
Consolidate and mail Annual Reports1 day?Tue 27.02.07Wed 28.02.07107PR/IR Dept
Distribution Complete0 daysWed 28.02.07Wed 28.02.07108
Annual Report Complete0 daysWed 28.02.07Wed 28.02.07109
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