New to M&A and starting my first SMO / DMO project. How should I learn quickly? As a Sr. Consultant, what is the general expectation?

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Be organized, take good notes, follow up on action items and make sure everyone is aligned on the status you’re about to report out

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Be on top of everything

You’ll probably have to do some sort of entanglement analysis for TSA / workplan development. When you’re getting to know the business, observe where it would be most difficult to separate (usually IT from my past projects). Also note the legal / contractual impact if there isn’t anyone dedicated to that workstream. But generally, D1’s advice will help for any PMO role

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Don’t overburden the team with project management. Remember that the people you’re working with are the experts in their area at the company so ask questions, rather than make statements. But don’t be afraid to challenge people a little bit on things such as timelines. The first deal is always the most challenging since you’re learning on the fly but just hang in there and you’ll settle into a groove quickly

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Remember this is a stressful time for the client. If you can make their lives easier by being clear and organized in your communication, do it.

Sometimes project management, including tracking tiny details when the client just wants to get on with the work, is required by senior management; make that easy by having clear, easy to answer questions. Plan ahead and try to anticipate anything that will be confusing. You might be a translator between the execs and general management.

Also, in the chaos, make sure to CYA and get stuff in emails and confirmed by a client with decision-making power (don't get caught acting unilaterally)

It's a fun time, so try to enjoy the chaos!

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Gift your social life on a silver platter to the partner you work most closely with, this is the path to success

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Learn to blueprint

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What is SMO

Separation / Divestiture Management office

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First read the proposal. Then dig into material you don’t understand. Search the internal drives. Then sit down with someone who has done it before and ask for their guidance. The learn on the job

Use the term Stranded Costs and Synergies and you’ll be golden

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