Executive Dashboard
Northstar Federal Credit Union
Create visibility before complexity creates risk. Real-time M&A readiness, Day 1 posture, and execution capacity in one view.
Overall M&A Readiness
60
Partially Ready
Day 1 Readiness
60
0–100 weighted score
Operating Visibility
60
Reporting & roll-up
Tooling & Reporting
60
Jira / ADO / Asana posture
Capacity Risk
Moderate
Across 12 workstreams and PMO
Estimated Timeline
9–12 months to Day 1
Through Day 1 cutover
No single source of truth for project status
PMO
Data migration scope undefined
IT / Data
Regulatory tracking lives in email
Risk / Compliance
Day 1 checklist not started
Integration
Member communications plan unowned
Marketing
Stand up a single executive dashboard for M&A readiness
Establish a weekly RAID + Decision cadence with workstream leads
Configure Jira/ADO/Asana with permissioned partner workspaces
Draft and socialize the Day 1 readiness checklist
Confirm executive sponsor and integration steering committee
Executive Summary
Move from Excel chaos to executive-ready readiness reporting.
Your organization is currently partially ready. We recommend starting with 30-Day Readiness Sprint to create visibility, align workstreams, and prepare for Day 1 readiness.
60 / 100 overall readiness