Qtr 4, 2006Qtr 1, 2007Qtr 2, 2007
OctNovDecJanFebMarAprMayJunJul
Indicators
Task Name
Duration
Start
Finish
Predecessors
Resource Names
-Strategic Merger or Acquisition Evaluation68 days?Mon 01.01.07Wed 04.04.07
-Develop Mergers & Acquisition Strategy10 days?Mon 01.01.07Fri 12.01.07
-Identify Current Capabilities and Positioning3 days?Mon 01.01.07Wed 03.01.07
Perform Competitive Analysis1 day?Mon 01.01.07Mon 01.01.07Key Executive Committee
Perform Market Trend Analysis1 day?Tue 02.01.07Tue 02.01.073Key Executive Committee
Define Current Positioning and Gaps1 day?Wed 03.01.07Wed 03.01.074Key Executive Committee
Current Position Analysis Complete0 daysWed 03.01.07Wed 03.01.075
-Define Merger/Acquisition Goals4 days?Thu 04.01.07Tue 09.01.07
Define Strategic Objectives For M&A1 day?Thu 04.01.07Thu 04.01.076Key Executive Committee
-Define Risk Tolerance for M&A3 days?Fri 05.01.07Tue 09.01.07
Define Financial Risk Tolerance1 day?Fri 05.01.07Fri 05.01.078Key Executive Committee
Define Market Position Risk Tolerance1 day?Mon 08.01.07Mon 08.01.0710Key Executive Committee
Define Capabilities Risk Tolerance1 day?Tue 09.01.07Tue 09.01.0711Key Executive Committee
Complete Risk Tolerance Assessment0 daysTue 09.01.07Tue 09.01.0712Key Executive Committee
-Define Internal Versus M&A Evaluation Criteria3 days?Wed 10.01.07Fri 12.01.07
Define Internal Development Capabilities Model1 day?Wed 10.01.07Wed 10.01.0713Key Executive Committee
Define Internal Versus M&A Comparison Model1 day?Thu 11.01.07Thu 11.01.0715Key Executive Committee
Define Selection Scenario and Target Performance Measures1 day?Fri 12.01.07Fri 12.01.0716Key Executive Committee
Internal Versus M&A Evaluation Criteria Complete0 daysFri 12.01.07Fri 12.01.0717Key Executive Committee
-Form Merger & Acquisition Team5 days?Fri 05.01.07Thu 11.01.07
Identify Merger & Acquisition Team Members1 day?Fri 05.01.07Fri 05.01.078Key Executive Committee
Document Merger & Acquisition Team Charter1 day?Mon 08.01.07Mon 08.01.0720Key Executive Committee
Set Merger & Acquisition Team Major Milestones1 day?Tue 09.01.07Tue 09.01.0721Key Executive Committee
Set Merger & Acquisition Team Process1 day?Wed 10.01.07Wed 10.01.0722Key Executive Committee
Hold Merger & Acquisition Team Kickoff Meeting1 day?Thu 11.01.07Thu 11.01.0723Key Executive Committee
Formation of Merger & Acquisition Team Complete0 daysThu 11.01.07Thu 11.01.0724
-Define M&A Target Identification and Screening Criteria11 days?Fri 12.01.07Fri 26.01.07
-Define Target Identification Criteria6 days?Fri 12.01.07Fri 19.01.07
Define Industry, Product, and Channel Criteria1 day?Fri 12.01.07Fri 12.01.0719,25Merger & Acquisition Team
Define Profitability, Capitalization, and Cash Flow Criteria1 day?Mon 15.01.07Mon 15.01.0728Merger & Acquisition Team
Define Intellectual Property and R&D Criteria1 day?Tue 16.01.07Tue 16.01.0729Merger & Acquisition Team
Define Management, Organization, and Governance Criteria1 day?Wed 17.01.07Wed 17.01.0730Merger & Acquisition Team
Define Risk, Legal, and Financial Exposure Criteria1 day?Thu 18.01.07Thu 18.01.0731Merger & Acquisition Team
Define and Summarize Synergy Criteria1 day?Fri 19.01.07Fri 19.01.0732Merger & Acquisition Team
Target Identification Criteria Complete0 daysFri 19.01.07Fri 19.01.0733
-Define Quantitative and Qualitative Screening Criteria5 days?Mon 22.01.07Fri 26.01.07
Define Industry, Product, and Channel Screens1 day?Mon 22.01.07Mon 22.01.0734Merger & Acquisition Team
Define Profitability, Capitalization, and Cash Flow Screens1 day?Tue 23.01.07Tue 23.01.0736Merger & Acquisition Team
Define Intellectual Property and R&D Screens1 day?Wed 24.01.07Wed 24.01.0737Merger & Acquisition Team
Define Management, Organization, and Governance Screens1 day?Thu 25.01.07Thu 25.01.0738Merger & Acquisition Team
Define Risk, Legal, and Financial Exposure Tolerance Screens1 day?Fri 26.01.07Fri 26.01.0739Merger & Acquisition Team
Screening Criteria Complete0 daysFri 26.01.07Fri 26.01.0740
-Develop List of Potential Acquisitions40 days?Mon 15.01.07Fri 09.03.07
Select Investment Banker1 day?Mon 15.01.07Mon 15.01.0718Merger & Acquisition Team
Develop List of Potential Acquisitions30 days?Mon 29.01.07Fri 09.03.0741,43Investment Banker
List of Potential Acquisitions Complete0 daysFri 09.03.07Fri 09.03.0744
-Perform M&A Target Valuation Analysis and Due Diligence11 days?Mon 12.03.07Mon 26.03.07
-Perform Valuation Analysis3 days?Mon 12.03.07Wed 14.03.07
-Perform Financial Valuation Analysis3 days?Mon 12.03.07Wed 14.03.07
Define Financial Scenarios1 day?Mon 12.03.07Mon 12.03.0745Merger & Acquisition Team
Develop Financial Synergy Analysis1 day?Tue 13.03.07Tue 13.03.0749Merger & Acquisition Team
Define Financial Risks and Opportunities1 day?Wed 14.03.07Wed 14.03.0750Merger & Acquisition Team
-Perform Market and Product Analysis3 days?Mon 12.03.07Wed 14.03.07
Identify Market Synergies1 day?Mon 12.03.07Mon 12.03.0745Merger & Acquisition Team
Identify Product Synergies1 day?Tue 13.03.07Tue 13.03.0753Merger & Acquisition Team
Identify Combined Portfolio Strategies1 day?Wed 14.03.07Wed 14.03.0754Merger & Acquisition Team
Perform Industry Specific Analysis1 day?Mon 12.03.07Mon 12.03.0745Merger & Acquisition Team
Perform Intellectual Property and R&D Analysis (if appropriate)1 day?Mon 12.03.07Mon 12.03.0745Merger & Acquisition Team
-Perform Legal and Gov't Compliance Analysis3 days?Mon 12.03.07Wed 14.03.07
Define Legal Risks, Issues, and Synergies1 day?Mon 12.03.07Mon 12.03.0745Merger & Acquisition Team
Define SEC Compliance Risks, Issues, and Scenarios1 day?Tue 13.03.07Tue 13.03.0759Merger & Acquisition Team
Define Other Gov't Regulatory Risks, Issues, and Synergies1 day?Wed 14.03.07Wed 14.03.0760Merger & Acquisition Team
-Perform Management and Corporate Governance Analysis3 days?Mon 12.03.07Wed 14.03.07
Define Management Synergies and Scenarios1 day?Mon 12.03.07Mon 12.03.0745Merger & Acquisition Team
Define Corporate Governance Synergies and Scenarios1 day?Tue 13.03.07Tue 13.03.0763Merger & Acquisition Team
Define Institutional Shareholder Synergies, Impacts, and Scenarios1 day?Wed 14.03.07Wed 14.03.0764Merger & Acquisition Team
-Finalize Due Diligence Checklists3 days?Mon 12.03.07Wed 14.03.07
Prioritize Due Diligence Activities1 day?Mon 12.03.07Mon 12.03.0745Merger & Acquisition Team
Assign Due Diligence Activities1 day?Tue 13.03.07Tue 13.03.0767Merger & Acquisition Team
Define Due Diligence Schedule1 day?Wed 14.03.07Wed 14.03.0768Merger & Acquisition Team
Valuation Analysis Complete0 daysWed 14.03.07Wed 14.03.0751,55,56,57,61,65
-Perform Due Diligence Activities8 days?Thu 15.03.07Mon 26.03.07
Perform Fiscal Cost/Benefit Due Diligence1 day?Thu 15.03.07Thu 15.03.0770Merger & Acquisition Team
Perform Financial Reporting Requirements Due Diligence1 day?Fri 16.03.07Fri 16.03.0772Merger & Acquisition Team
Perform Market and Product Due Diligence1 day?Mon 19.03.07Mon 19.03.0773Merger & Acquisition Team
Perform Industry-Specific Due Diligence1 day?Tue 20.03.07Tue 20.03.0774Merger & Acquisition Team
Perform Intellectual Property and R&D Due Diligence1 day?Wed 21.03.07Wed 21.03.0775Merger & Acquisition Team
Perform Legal, Risk, and Government Compliance Due Diligence1 day?Thu 22.03.07Thu 22.03.0776Merger & Acquisition Team
Perform Management and Corporate Governance Due Diligence1 day?Fri 23.03.07Fri 23.03.0777Merger & Acquisition Team
Compile Results of Due Diligence Assessment1 day?Mon 26.03.07Mon 26.03.0778Merger & Acquisition Team
Due Diligence Assessment Complete0 daysMon 26.03.07Mon 26.03.0779
Valuation and Due Diligence Complete0 daysMon 26.03.07Mon 26.03.0770,80
-Perform Selection2 days?Tue 27.03.07Wed 28.03.07
Present Selection Results1 day?Tue 27.03.07Tue 27.03.0781Key Executive Committee,Merger & Acquisition Team
Confirm Initial Selection1 day?Wed 28.03.07Wed 28.03.0783Key Executive Committee
Initial Selection Complete0 daysWed 28.03.07Wed 28.03.0784
-Perform Investment Activities5 days?Thu 29.03.07Wed 04.04.07
Develop Merger/Acquisition Financing Strategies1 day?Thu 29.03.07Thu 29.03.0785Merger & Acquisition Team
Develop SEC Documents1 day?Fri 30.03.07Fri 30.03.0787Merger & Acquisition Team
Secure Financing1 day?Mon 02.04.07Mon 02.04.0788Merger & Acquisition Team
Prepare and Hold Proxy Vote1 day?Tue 03.04.07Tue 03.04.0789Merger & Acquisition Team
Finalize Investment Activities1 day?Wed 04.04.07Wed 04.04.0790Merger & Acquisition Team
Complete Transaction0 daysWed 04.04.07Wed 04.04.0791Key Executive Committee
Merger & Acquisition Transaction Complete0 daysWed 04.04.07Wed 04.04.0792
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Ready













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