Operational Due Diligence

Three Day Operational Due Diligence

^{Event Preparation:}

Two Week’s Prior

• Financial data, performance data, and organization aldata received from client.
• Confidentiality Agreements

3 to 5 days prior

• Syracuse Consulting Group completes pre visit diagnostics and definesspecific ODD objectives

3 days prior

• SCG and Coordinator finalize agenda and meeting schedule

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Three Day Operational Due Diligence

^{Event Preparation:}

Day One:

• Opening Meeting
• Safety Induction
• Plant or area tours
• Interviews

Day Two:

• Plant or Area analysis studies
• Financial Analysis
• Supervisor Behavioral Analysis
• Inventory Analysis

Day Three:

• Any additional information needed
• High level findings meeting
• Next steps discussion

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Three Day Operational Due Diligence Executive Summary

Summary of events

• Prep ODD activity, ODD activity, who we talked to, what we saw.

Our observations

• Structure Interview feedback
• Observations of what we saw

What do we think we would find during an Analysis and Design

• Operational Performance
• Improvement Ranges
• Barriers that if validated we would need to allow for in Implementation Project Approach

Implementation Design Concepts (Napkin design discussion)

• If we find what we think we will, then, Cost, Return, Calendar , and Some Approach Options

Initial Analysis & Design

• Activities
• Number of SCG Team Members
• Calendar Time
• Investment, cost distribution, etc.

Analysis & Design Start Date

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Typically, the report out is formatted in a presentation that:

• Identifies observed strengths
• Defines improvement hypothesis
• Estimates value of improvement

Three Day Operational Due Diligence Post Visit Events

• Detailed Operational Due Diligence Report
• Finalize Analysis & Design Proposal and Statement of Work
• Lock In start date
• Analysis & Design preparation
  - Analysis Logic
  - Detailed Plan
  - Team organization and on boarding
  - Logistics
  - Site Preparation work