Jan 1, '07Jan 8, '07Jan 15, '07Jan 22, '07Jan 29, '07Feb 5, '07Feb 12, '07Feb 19, '07
TWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFS
Indicators
Name
Duration
Start
Finish
Predecessors
Resource Names
-Annual Report Preparation43 days?1/1/20072/28/2007
-Perform Initial Planning6 days?1/1/20071/8/2007
Review project file/lessons learned from last year's Annual Report process1 day?1/1/20071/1/2007Strategic Planning Committee
Confirm changes, if any, to financial reporting requirements1 day?1/2/20071/2/20072CFO/Controller
Identify Annual Report Theme and Section Requirements1 day?1/3/20071/3/20073Strategic Planning Committee
Confirm other sections to be added or removed1 day?1/4/20071/4/20074Strategic Planning Committee
Confirm SEC filing and Annual Report Checkpoints1 day?1/5/20071/5/20075CFO/Controller
Selection of Internal Auditors1 day?1/8/20071/8/20076Audit Committee
Initial Planning Complete0 days1/8/20071/8/20077
-Design Annual Report6 days?1/9/20071/16/2007
Assign resources to preliminary design1 day?1/9/20071/9/20078Strategic Planning Committee
Develop preliminary design and information requirements1 day?1/10/20071/10/200710Strategic Planning Committee
-Evaluate/Confirm Report Distribution Mechanisms3 days?1/11/20071/15/2007
Evaluate/confirm Annual Report design and communications vendor(s)1 day?1/11/20071/11/200711PR/IR Dept
Evaluate/confirm corporate Web site design and integration requirements1 day?1/12/20071/12/200713PR/IR Dept
Evaluate/confirm Annual Report production and mailing vendor(s)1 day?1/15/20071/15/200714PR/IR Dept
Report Distribution Mechanisms Confirmed0 days1/15/20071/15/200715PR/IR Dept
Plan/confirm production schedule1 day?1/16/20071/16/200716PR/IR Dept
Annual Report Design Complete0 days1/16/20071/16/200717
-Define SEC 10-K and Proxy Documentation Production Schedules3 days?1/17/20071/19/2007
Plan/confirm 10-K production schedule1 day?1/17/20071/17/200718CFO/Controller
Plan/confirm Proxy Statement production schedule1 day?1/18/20071/18/200720CFO/Controller
Identify process steps required to meet production schedule1 day?1/19/20071/19/200721CFO/Controller
SEC 10-K and Proxy Documentation Production Schedules Complete0 days1/19/20071/19/200722
-Develop Annual Report22 days?1/22/20072/20/2007
-Develop Theme production components7 days?1/22/20071/30/2007
Schedule and hold Theme development sessions1 day?1/22/20071/22/200723PR/IR Dept
Gather Theme statistics/validate Theme messages1 day?1/23/20071/23/200726PR/IR Dept
Interview Theme Stakeholders1 day?1/24/20071/24/200727PR/IR Dept
Develop initial Theme section writeups1 day?1/25/20071/25/200728PR/IR Dept
Schedule Theme Photo and Web Site Design Sessions1 day?1/26/20071/26/200729PR/IR Dept
Validate Theme facts1 day?1/29/20071/29/200730PR/IR Dept
Finalize Theme design and writeups with executive leadership1 day?1/30/20071/30/200731PR/IR Dept
Theme production complete0 days1/30/20071/30/200732
-Develop Letter to the Shareholders15 days?1/31/20072/20/2007
Plan interview with Chairman/CEO1 day?1/31/20071/31/200733PR/IR Dept
Conduct Interview1 day?2/1/20072/1/200735PR/IR Dept,Chairman
Build and review letter1 day?2/2/20072/2/200736PR/IR Dept
Review letter in context with audited financial results1 day?2/20/20072/20/200737,83PR/IR Dept
Letter to the Shareholders Complete0 days2/20/20072/20/200738
-Define Public and Investor Relations Focused Components11 days?2/6/20072/20/2007
-Set PR and IR Milestones1 day?2/6/20072/6/2007
Define major PR and IR milestones (alignment with deliverables)0 days?2/6/20072/6/200776PR/IR Dept
-Develop Public Relations Messaging4 days?2/6/20072/9/2007
Define PR messaging for inclusion in Annual Report0 days?2/6/20072/6/200742PR/IR Dept
Define PR messaging about Financial Results2 days?2/7/20072/8/200744PR/IR Dept
Refine distribution channels and timeline1 day?2/9/20072/9/200745PR/IR Dept
-Develop Investor Relations Messaging11 days?2/6/20072/20/2007
Define IR messaging for Annual Report2 days?2/6/20072/8/200742PR/IR Dept
Define IR messaging about Financial Results2 days?2/8/20072/12/200748PR/IR Dept
Confirm distribution lists and channels for Annual Report reporting2 days?2/12/20072/14/200749PR/IR Dept
Obtain financial results from CFO0 days?2/20/20072/20/200750,83CFO/Controller,PR/IR Dept
-Confirm mailing list acquisition and distribution process for shareholders5 days?2/6/20072/12/2007
Confirm institutional distribution list/process1 day?2/6/20072/7/200742PR/IR Dept
Confirm brokerage distribution list/process1 day?2/7/20072/8/200753PR/IR Dept
Confirm individual investor distribution list/process1 day?2/8/20072/9/200754PR/IR Dept
Confirm corporate Web site update/format/posting process1 day?2/9/20072/12/200755PR/IR Dept
Posting & Distribution Process Confirmation Complete0 days2/12/20072/12/200756
Public and Investor Relation Message Development & Planning Complete0 days2/12/20072/12/200757
-Perform Financial Closing Activities23 days?1/22/20072/21/2007
-Define Financial Review Components and Related SEC Document Scheduling5 days?1/22/20071/26/2007
Develop Financial Close Schedule1 day?1/22/20071/22/200723CFO/Controller
Develop and Confirm External Audit Review Schedule1 day?1/23/20071/23/200761External Auditors,CFO/Controller
Identify/Assign resources to develop and confirm Financial Statements and notes1 day?1/24/20071/24/200762CFO/Controller
Identify/Assign resources to develop and confirm 10-K Section1 day?1/25/20071/25/200763CFO/Controller
Identify/Assign resources to develop and confirm Proxy Statement Section1 day?1/26/20071/26/200764CFO/Controller
Financial Review and Related SEC document scheduling complete0 days1/26/20071/26/200765
-Perform Financial Close3 days?1/29/20071/31/2007
Close out fiscal year books1 day?1/29/20071/29/200766CFO/Controller
Perform review and approval of financial adjustments (Accruals and reserves)1 day?1/30/20071/30/200768CFO/Controller
Develop financial results for inclusion in Annual Report, 10-K and Proxy Statement1 day?1/31/20071/31/200769CFO/Controller
Financial Close and Results Complete0 days1/31/20071/31/200770
-Develop Financial Statement Notes and SEC Documents3 days?2/1/20072/5/2007
Draft Notes to Financial Statements1 day?2/1/20072/1/200771CFO/Controller
Draft 10-K1 day?2/2/20072/2/200773CFO/Controller
Draft Proxy Statement information1 day?2/5/20072/5/200774Legal Department
Financial Statement Notes and SEC document drafts Complete0 days2/5/20072/5/200775
-Perform External Audit4 days?2/14/20072/19/2007
Conduct Foreign and Subsidiary Financial Audits1 day?2/14/20072/14/200791External Auditors
Conduct Corporate Financial Audit1 day?2/15/20072/15/200778External Auditors
External Audit Complete0 days2/15/20072/15/200779
Review and Finalize Audit Results with Audit Committee1 day?2/16/20072/16/200780Audit Committee,External Auditors,CFO/Controller
Sign off on Financial Statements/Obtain Senior Management Certifications1 day?2/19/20072/19/200781Audit Committee,CFO/Controller
External Audit Complete0 days2/19/20072/19/200782
-Perform Internal Legal Review6 days?2/6/20072/13/2007
Coordinate and review key significant events for inclusion in Annual Report1 day?2/6/20072/6/200776Legal Department
Coordinate and review key significant events for inclusion in 10-K1 day?2/7/20072/7/200785Legal Department
Coordinate/develop Proxy Statement development1 day?2/8/20072/8/200786Legal Department
Coordinate/review Message to the Shareholders1 day?2/9/20072/9/200787Legal Department
Coordinate/review External Audit review and comments1 day?2/12/20072/12/200788Legal Department
Coordinate/review Senior Management certifications1 day?2/13/20072/13/200789Legal Department
Internal Legal Review Complete0 days2/13/20072/13/200790
Publicly release financial results0 days?2/20/20072/20/200746,83Audit Committee,CFO/Controller,PR/IR Dept,Chairman
Financial Close complete1 day?2/20/20072/21/200792
-Produce Annual Report9 days?2/12/20072/22/2007
Draft Annual Report Design Layout and Identify Placeholders1 day?2/12/20072/13/200758PR/IR Dept
Prepare mockups for Executive Management1 day?2/13/20072/14/200795PR/IR Dept
Iterate design/finalize production schedule1 day?2/14/20072/15/200796PR/IR Dept
Finalize Annual Report Design and Placeholder data1 day?2/15/20072/16/200797PR/IR Dept
Produce Final Layout/Obtain Final Approval1 day?2/16/20072/19/200798PR/IR Dept
Print Annual Report1 day?2/19/20072/20/200799PR/IR Dept
Obtain 10-K document file1 day?2/20/20072/21/2007100PR/IR Dept
Obtain Proxy Statement document file1 day?2/21/20072/22/2007101PR/IR Dept
Production of Annual Report Complete0 days2/22/20072/22/2007102
-Distribute Annual Report5 days?2/22/20072/28/2007
Obtain final mailing distribution lists1 day?2/22/20072/23/2007103PR/IR Dept
Print 10-K's for Annual Report mailings1 day?2/23/20072/26/2007105PR/IR Dept
Print Proxy Statements for Annual Report mailings1 day?2/26/20072/27/2007106PR/IR Dept
Consolidate and mail Annual Reports1 day?2/27/20072/28/2007107PR/IR Dept
Distribution Complete0 days2/28/20072/28/2007108
Annual Report Complete0 days2/28/20072/28/2007109
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