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Interim Management Agreement Template for Switzerland

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Key Requirements PROMPT example:

Interim Management Agreement

"I need an Interim Management Agreement under Swiss law for engaging a temporary CFO starting March 2025, with special focus on restructuring authorities and crisis management provisions."

Document background
The Interim Management Agreement is essential for organizations requiring temporary senior leadership or specialized management expertise in Switzerland. This document is typically used during leadership transitions, organizational transformations, crisis management situations, or when specific project expertise is needed. The agreement, governed by Swiss law, particularly the Code of Obligations (OR/CO), establishes a clear mandate relationship while avoiding the creation of an employment relationship. It comprehensively addresses crucial elements such as scope of authority, reporting lines, performance expectations, confidentiality requirements, and compliance with Swiss corporate governance standards. The document is structured to protect both the company's interests and the interim manager's independent status while ensuring alignment with Swiss regulatory requirements.
Suggested Sections

1. Parties: Identification of the company and the interim manager, including full legal names and addresses

2. Background: Context of the appointment, including the company's need for interim management and the manager's qualifications

3. Definitions: Key terms used throughout the agreement, including 'Services', 'Term', 'Deliverables', etc.

4. Appointment and Term: Formal appointment of the interim manager, duration of the engagement, and any extension/termination provisions

5. Scope of Services: Detailed description of the interim manager's responsibilities, duties, and deliverables

6. Time Commitment: Expected working hours, availability, and any flexibility requirements

7. Remuneration: Fee structure, payment terms, expenses, and any performance-related compensation

8. Independent Contractor Status: Clear statement of the interim manager's status as an independent contractor, not an employee

9. Confidentiality: Obligations regarding confidential information and trade secrets

10. Intellectual Property: Ownership and rights to work products created during the engagement

11. Non-Competition and Non-Solicitation: Restrictions on competing activities and soliciting employees/clients

12. Termination: Grounds for termination, notice periods, and consequences of termination

13. General Provisions: Standard legal clauses including governing law, jurisdiction, entire agreement, etc.

Optional Sections

1. Integration Period: Details of any handover or onboarding period, used when there's a specific transition from/to permanent management

2. Performance Metrics: Specific KPIs or success criteria, included when the engagement is heavily results-driven

3. Crisis Management Provisions: Special powers and procedures in crisis situations, used when the interim manager is brought in for turnaround situations

4. Board Relationship: Specific provisions regarding board interaction and reporting, included when the role involves board-level responsibilities

5. Insurance Requirements: Specific insurance coverage requirements, included when the role involves high-risk decisions or regulated industries

6. Staff Authority: Details of authority over permanent staff, included when the role involves significant people management

7. Budget Authority: Specific financial limits and approval rights, included when the role involves significant financial authority

Suggested Schedules

1. Schedule 1 - Services Description: Detailed breakdown of services, responsibilities, and deliverables

2. Schedule 2 - Fee Schedule: Detailed fee structure, including daily/monthly rates, expenses policy, and payment terms

3. Schedule 3 - Key Performance Indicators: Specific metrics and targets for measuring success

4. Schedule 4 - Company Policies: List of relevant company policies the interim manager must comply with

5. Appendix A - Reporting Requirements: Templates and timing for required reports and updates

6. Appendix B - Authorization Matrix: Detailed breakdown of decision-making and spending authorities

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






























Clauses




























Relevant Industries

Financial Services

Manufacturing

Technology

Healthcare

Retail

Professional Services

Energy

Telecommunications

Construction

Transportation

Education

Non-Profit Organizations

Real Estate

Hospitality

Media and Entertainment

Relevant Teams

Legal

Human Resources

Executive Leadership

Board Secretariat

Corporate Governance

Finance

Operations

Project Management Office

Risk Management

Compliance

Relevant Roles

Chief Executive Officer (CEO)

Chief Financial Officer (CFO)

Chief Operating Officer (COO)

Chief Restructuring Officer (CRO)

Chief Technology Officer (CTO)

Project Director

Transformation Director

Turnaround Manager

Division Head

Department Director

Program Manager

Interim Plant Manager

Crisis Manager

Change Management Director

Operations Director

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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