o Immediate (July - August)
§ Jointly determine processes for investment / expense authorization
§ Staff assessment and planning
· assessment of people at operating companies: in person visits; plan for visits
· Where is support staff upon whom I can rely? Recommend either someone on your staff or an external, part time spt staff
· Role of Vanessa Burri; location? Reporting relationship? Matrix?
§ Develop demand side; based on your comments: is assurance realistic? (pulled this forward due to your comments); Need separate session to go through Attachment 2;
§ Separate meeting to review Attachment 3; baseline constituency perception; stock price drivers; review results to date; alter as needed; entertain proposal from Cx; you’ll have to decide given my partial ownership in Cx.
o After Immediate are initiated: Sept - Dec 2016
§ Resource Inventory (material science, data, acquisition support); need Immediate done in order than questions may be well-informed
· Your Organization (Name?)
· Product Care
· Company –wide
· External partnerships
§ Data RFP issued developed by resources; resulting respondents can be classified into
· Yes, they can be helpful as consultants
· Possible acquisition target (don’t misunderstand ultimate acquisition objectives!)
· Do some ourselves
§ Begin execution of demand side plan
o Next (1Q17)
§ Systematize gathering of data on potential acquisition targets; explore acquisition software; separate meeting once resources determined.
§ Separate meeting for Managing Channel Conflict potential
§ Approach potential private equity partners