Diagnostic Results
Your M&A Readiness Scorecard
Know your Day 1 risk before Day 1 arrives.
Overall Readiness
Executive Summary
Based on your responses, your organization appears partially ready. Your biggest execution risks are No single source of truth for project status, Data migration scope undefined, and Regulatory tracking lives in email. We recommend starting with 30-Day Readiness Sprint to create visibility, align workstreams, and prepare for Day 1 readiness.
Legal / Board / Member Vote
60
Finance / Valuation / Budget
60
Risk / Compliance / Vendor Risk
60
IT / Infrastructure / Security
60
Data Migration
60
Digital Banking
60
Cards / Payments
60
HR / Compensation / Benefits
60
Marketing / Communications
60
Facilities / Branch Signage
60
Member Support
60
Training / Culture / Change Mgmt
60
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
30-Day Readiness Sprint
Designed to take you from current state to Day 1 readiness with a structured execution system, real-time visibility, and PMO support.