WRITE A GREAT MANAGEMENT DISCUSSION & ANALYSIS (“MD&A”)
Writing a great MD&A follows the Goldilocks principle: ideally not too much, but not too little; somewhere in the middle is just right. We’ll help you strike the balance.
(1) Get the numbers right by creating a process to ensure they are.
(2) Explain the big swings with focused reasoning.
(3) Use email effectively to dive into additional detail when needed.
Step 1 - Get the numbers right
Change is hard. To manage it effectively, consider investing in three areas: 1) A Clear Story, 2) A Team of Hand-Picked Sponsors, and 3) A Realistic Plan.
Watch the below video for an overview on our change management philosophy.
This is an overview of our change management philosophy. Click the button below to download the slides.
Step 2 - Explain the big swings
A detailed communications plan is critical to orchestrating the first days and weeks of a transaction. We’ve developed a series of templates to get you started.
COMING SOON - Watch the below video for an overview of our communication templates.
This is an overview of our communication templates. Click the button below to download the slides.
Step 3 - Use email effectively
Measuring sentiment and how it changes is critical to understanding how the company is receiving the communication.
COMING SOON - Watch the below video for an overview of how we typically administer the pulse checks.
This is an overview of our change management philosophy. Click the button below to download the slides.
What to expect when communicating a transaction.
Create a Clear Story
Develop a clear story that describes the future vision.
Select a team of hand-picked sponsors to help cascade the message.
Develop a realistic plan to achieve it.
Develop a Plan
Develop a cross-functional communications plan that includes a timeline, clear talking points, FAQs, communication to clients, etc.
Re-visit the plan throughout the first 90 days.
Pulse Frequently
Develop a set of questions to monitor company sentiment and understanding of the change.
Bonus points for adjusting a couple of questions each survey to test the “big idea” each month.