bODEGA ACQUISITION PROJECT PLAN
PROJECT SCHEDULE
PROJECT COMPLETE
CLOSEOUT STAGE
Complete Closeout Stage
Transfer / reassign resources
Complete Project Accounting
Contract Closure
Record final approvals from stakeholders
Project Closeout meeting
Start Closeout Stage
MONITORING STAGE
Complete Monitoring Stage
Manage Contracts
Manage Risks
Manage Resources and Stakeholders
Performance Reporting
Quality Control
Cost Control
Schedule Control
Scope Verification and Control
Monitor and Control Project Work
Start Monitoring Stage
EXECUTION STAGE
Complete Execution Stage
Perform Quality Assurance
Direct and Manage Project Execution
Benchmark KPIs
Due Diligence Planning
Stakeholder Outreach Plan
Define Principles
Assess Strategy
Acquire and Develop Project Team
Select Sellers
Request Seller Responses
Kickoff Meeting
Start Execution Stage
PLANNING STAGE
Complete Planning Stage
Assemble the Project Plan
Define Project Contracting Requirements
Plan Purchases and Acquisitions
Define Project Risk Management Plan
Define Project Communications Plan
Define Project Human Resources Plan
Define Project Quality Plan
Create Project Budget
Create Project Schedule
Determine Activity Resource Requirements
Define Activities, Duration, and Sequencing
Create Work Breakdown Structure
Develop Detailed Project Scope
Start Planning Stage
INITIATION STAGE
Complete Initiation Stage
Develop Preliminary Project Scope Statement
Develop Project Charter
Define Project Constraints
Define Project Risks
Define Project Goals
Identify Stakeholders
Start Initiation Stage
Financial - Actual vs. Budget
Identified Risks
No assessment of suitability of non-key employees
We have not secured the key managers post acquisition.
Bodega management reluctant to allow due diligence team to contact key employees.
"Mercury" project slated for next year will not integrate with the existing Bodega framework.
Bodega appears not to be in full compliance with compensation and benefits laws.
Outstanding 2007 tax issues with possible restatement of earnings
