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Executive Readiness Report

A consulting-grade summary of your M&A readiness, risks, and recommended path forward.

DayOne Advisory Group

DayOne Advisory Group

M&A Readiness Accelerator · Confidential

August 28, 2026

Organization Profile

Credit UnionNorthstar Federal Credit Union
Asset Size$1.2B
Employees320
Active Major Projects18
M&A StatusExploring
RoleAcquiring
Target Close2026-09-30
Target Day 12026-11-15

Readiness Summary

60/ 100
Partially Ready

Based on responses across eight readiness dimensions and twelve workstreams, your organization is currently partially ready for an M&A execution effort with a Day 1 target of 2026-11-15.

Top Risks

No single source of truth for project status

PMO

High

Data migration scope undefined

IT / Data

High

Regulatory tracking lives in email

Risk / Compliance

High

Day 1 checklist not started

Integration

Medium

Member communications plan unowned

Marketing

Medium

Recommended Actions

  1. 1Stand up a single executive dashboard for M&A readiness
  2. 2Establish a weekly RAID + Decision cadence with workstream leads
  3. 3Configure Jira/ADO/Asana with permissioned partner workspaces
  4. 4Draft and socialize the Day 1 readiness checklist
  5. 5Confirm executive sponsor and integration steering committee

Narrative Assessment

Northstar Federal Credit Union is operating with 18 active major projects against a PMO of 4. Our diagnostic places the organization in a partially ready posture, with the strongest signals in governance intent and the largest gaps in tooling visibility and Day 1 execution structure.

Without intervention, the team faces moderate capacity risk through the 2026-11-15 Day 1 target. We recommend engaging the 30-Day Readiness Sprint to compress the path to a managed execution system, install real-time readiness reporting, and stabilize the operating cadence ahead of cutover. Projected timeline to Day 1 readiness: 9–12 months to Day 1.

Recommended Roadmap

Phase 0

Readiness Assessment

Weeks 1–2

Phase 1

Execution Setup

Weeks 3–6

Phase 2

Tooling & Reporting Buildout

Weeks 5–10

Phase 3

Workstream Mobilization

Weeks 8–16

Phase 4

Day 0 / Day 1 Readiness

Weeks 14–24

Phase 5

Day 2 Stabilization

Post-Day 1, 8–12 weeks

Workstream Readiness

Legal / Board / Member Vote60
Finance / Valuation / Budget60
Risk / Compliance / Vendor Risk60
IT / Infrastructure / Security60
Data Migration60
Digital Banking60
Cards / Payments60
HR / Compensation / Benefits60
Marketing / Communications60
Facilities / Branch Signage60
Member Support60
Training / Culture / Change Mgmt60

Recommended Package

30-Day Readiness Sprint

Designed to take your organization from current state to Day 1 readiness with a managed execution system, real-time visibility, and PMO support.

Next Steps

  1. Confirm executive sponsor and integration steering committee.
  2. Sign off on the recommended package and engagement scope.
  3. Schedule the kickoff and readiness review with the consulting team.
  4. Stand up the executive dashboard and workstream boards within 14 days.