Segment a contract portfolio by risk, value and complexity to decide which contracts need individual legal review.
Law & Contract Management
Contract Repapering Projects After Mergers, Rebrands and Regulatory Change
Run a large-scale contract repapering project after a merger, rebrand or regulatory change, from portfolio triage through novation, amendment and counterparty sign-off.
🗓️Duration5 training days
📚Content4 modules · 8 sessions
🎓On completionAccredited attendance certificate
About the programme
Course Overview
A merger, an entity rebrand or a regulatory deadline can force an organisation to touch thousands of live contracts within a fixed window, and treating each one as a bespoke negotiation guarantees the project misses its deadline. This course teaches the project management method that makes repapering achievable at scale: segmenting a portfolio by risk and complexity, choosing between novation, deed of accession and simple amendment for each segment, and building standard templates that cover the majority of contracts without individual legal review. Participants work through counterparty communication design, including how to sequence outreach so relationship-critical accounts receive personal contact while low-risk contracts move through an automated e-signature workflow. Sessions cover building a tracking dashboard that shows a general counsel or integration steering committee real progress rather than activity, escalation routes for counterparties who refuse or delay, and the closing reconciliation that confirms every in-scope contract reached a final state. Drawing on patterns from merger integration, corporate rebrands and regulatory transitions such as reference rate reform, the course gives a repeatable playbook rather than a one-off project plan.
Expected Learning Outcomes
Choose between novation, deed of accession and simple amendment for each contract segment.
Build standard amendment and novation templates that cover the majority of contracts without bespoke drafting.
Design a counterparty communication sequence that prioritises relationship-critical accounts over routine contracts.
Configure a batch e-signature workflow that processes low-risk contract updates without individual sign-off.
Build a tracking dashboard reporting real repapering progress to an integration or programme steering committee.
Run a closing reconciliation confirming every in-scope contract reached a documented final state.
Who Should Attend
Legal project managers running post-merger integration or rebrand workstreams.
In-house counsel coordinating contract updates triggered by regulatory transitions.
Contract managers responsible for portfolio-wide amendment or novation projects.
M&A integration leads working alongside legal on contract migration timelines.
Legal operations staff configuring e-signature and workflow tools for bulk execution.
Commercial teams managing counterparty relationships during a large-scale contract update.
Course Modules
Select any module to see its sessions and points.
01Portfolio Assessment and Repapering Strategy
2 sessions · 8 points
Session 1Triaging the Contract Portfolio by Risk and Complexity
- Build a contract inventory extraction process pulling counterparty, value and key term data from existing agreements.
- Segment contracts into standard, negotiated and high-risk tiers to determine the required level of legal review.
- Identify contracts containing anti-assignment or change-of-control clauses that block a simple novation route.
- Prioritise segments by commercial value and counterparty relationship sensitivity within the project timeline.
Session 2Choosing Between Novation, Amendment and Deed of Accession
- Decide when a novation is legally required because the contracting entity itself is changing under the deal structure.
- Draft a deed of accession for multi-party framework agreements where new parties join without full novation.
- Assess when a short-form amendment letter is sufficient for name, address or bank detail changes alone.
- Coordinate the chosen document type with any regulatory consent or third-party approval it may trigger.
02Template Design and Standardisation
2 sessions · 8 points
Session 1Building Standard Templates for High-Volume Segments
- Draft a standard amendment template covering the majority of low-risk contracts without individual customisation.
- Draft a standard novation agreement template addressing consent, continuity and release of the outgoing party.
- Build decision logic that assembles the correct template variant automatically from portfolio segment data.
- Test standard templates against a sample of real contracts before committing to full-scale rollout.
Session 2Handling Exceptions and Negotiated High-Risk Contracts
- Route high-risk and heavily negotiated contracts to individual legal review outside the standard template process.
- Draft fallback negotiation positions for common counterparty objections to standard repapering terms.
- Set an escalation path for exceptions that cannot be resolved using the standard template or fallback positions.
- Track exception volume to identify whether template design needs revision partway through the project.
03Counterparty Communication and Execution at Scale
2 sessions · 8 points
Session 1Designing the Counterparty Communication Sequence
- Sequence outreach so relationship-critical and high-value counterparties receive personal contact before mass communication.
- Draft communication templates explaining the reason for the change in plain, non-alarming commercial language.
- Set a response deadline and reminder cadence that keeps the project on schedule without appearing aggressive.
- Prepare a frequently asked questions document for frontline commercial teams fielding counterparty enquiries.
Session 2Batch E-Signature Execution and Tracking
- Configure a batch e-signature workflow that sends standard documents to segmented counterparty lists automatically.
- Build a tracking dashboard showing signed, pending and non-responsive contracts by segment and account owner.
- Design an escalation route for counterparties who refuse, delay or request material changes to standard terms.
- Reconcile signed documents against the original portfolio inventory to confirm complete project coverage.
04Closing the Project and Applying Lessons Learned
2 sessions · 8 points
Session 1Final Reconciliation and Governance Sign-Off
- Run a closing reconciliation confirming every in-scope contract reached novation, amendment or an approved exception.
- Prepare a governance sign-off pack summarising outstanding risk from any unresolved counterparty contracts.
- Update the contract management system with new entity names, effective dates and amended clause data.
- Report final project outcomes and residual risk to the steering committee or general counsel.
Session 2Building a Repeatable Repapering Playbook
- Document lessons learned on template design, sequencing and escalation for use in future repapering projects.
- Build a reusable playbook covering timeline benchmarks, resourcing needs and communication templates.
- Assess which parts of the process could be further automated using contract lifecycle management tooling.
- Brief the wider legal and commercial teams on the playbook so future transitions start from a proven method.
What the participant receives
4 course modules
A structured syllabus
8 training sessions
across 5 days
32 detailed points
Applied, detailed content
Accredited attendance certificate
On completing the programme
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