How do experienced bankers maintain team coordination during last-minute pitch book fire drills?

third-year analyst here at a MM boutique. just survived another 2AM scramble where our team duplicated three slides and missed version control. veterans—what practical collaboration systems have you implemented that actually work under insane time pressure? specifically interested in how you divide roles and maintain sanity when revisions hit 48hrs before the meeting. bonus points for BB-tested frameworks.

coordination? during fire drills? sweet summer child. here’s the playbook: grab the slides nobody wants (usually appendix), mark them ‘final’ in the filename, and pray the MD doesn’t notice the 2019 data. pro tip: always keep a printed ‘working copy’ to wave around while you actually fix things. teamwork is just synchronized panicking.

we tried using sharepoint comments last week but the VP yelled ‘this isn’t google docs’?? maybe excel trackers work better? idk how to manage versions pls send help

Implement a ‘hot zone’ protocol: designate one analyst as quarterback to track all changes in a master log. At GS, we used color-coded headers - red for pending edits, green for MD-approved. Nightly 9PM checkpoints where juniors present their section updates. Reduced duplicate work by ~35% on live deals. Critical to have one source of truth.

You’ve got this! Our team uses a fun ‘pass the baton’ system with timers—makes it feel like a relay race :person_running::male_sign: Stay positive!

Remember that time in the Evergreen deal where 3 associates all ‘fixed’ the same football chart? Now we use a token system - physical stuffed animal placed on your monitor means you’re editing that file. Silly? Yes. Saved 18hrs last quarter? Also yes.

Analysis of 27 pitch books shows teams using RACI matrices complete final revisions 22% faster. Assign Responsible/Accountable roles per section upfront. Track in a centralized Excel with timestamps—one EB team reduced midnight oil sessions from 4/week to 1 using this method during Q4 2022.