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M&A Readiness Survey Template: Culture, Process, Tools

Assess merger and acquisition readiness across culture, processes, and tools with a company-wide pulse survey template. Identify integration gaps and act fast.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Multiple Choice
What is your involvement in the current merger/integration?
  • Leading a workstream
  • Contributing regularly
  • Affected by the change but not involved
  • Not aware of any integration
Q2
Opinion Scale
How similar do the merging organizations’ ways of working feel right now?
Range: 1 10
Min: Very dissimilarMid: Neither similar nor dissimilarMax: Very similar
Q3
Matrix
How aligned do the organizations feel on the following?
RowsVery misalignedSomewhat misalignedNeutralSomewhat alignedVery aligned
Decision speed
Collaboration style
Risk tolerance
Customer focus
Documentation rigor
Q4
Multiple Choice
Which integration processes are documented and accessible to you today? (Select all that apply)
  • New-hire onboarding and offboarding
  • Identity/IT access provisioning
  • Procurement and vendor setup
  • Customer communication playbooks
  • Data migration steps
  • Incident/issue management
  • Financial closing/controls
  • None of the above
  • Not sure
Q5
Multiple Choice
Which tools/systems will you rely on in the next 30 days? (Select all that apply)
  • Email/Calendar
  • Collaboration (Slack/Teams)
  • HRIS
  • Payroll
  • CRM
  • ERP/Finance
  • Data warehouse/BI
  • Code repository/CI
  • Design/Prototype tools
Q6
Dropdown
Do you already have access to all tools you need for your work?
  • Yes, fully
  • Partially
  • No
  • Not sure
  • Not applicable
Q7
Long Text
Which specific tools or permissions are missing, and what is the impact on your work?
Max 600 chars
Q8
Rating
In the last 14 days, how effective were integration communications for you?
Scale: 10 (star)
Min: Very poorMax: Excellent
Q9
Opinion Scale
How confident are you that you will receive the training you need before key go-live dates?
Range: 1 10
Min: Not confidentMid: Somewhat confidentMax: Very confident
Q10
Ranking
Rank the areas that most need attention in the next 30 days (top = most urgent).
Drag to order (top = most important)
  1. Culture/behavior alignment
  2. Process mapping and handoffs
  3. Tool access and permissions
  4. Data quality/migration
  5. Role and decision clarity
Q11
Multiple Choice
Attention check: To confirm quality, please select “Agree” below.
  • Strongly disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly agree
Q12
Opinion Scale
Overall, how ready do you feel to work effectively on Day 1 post-integration?
Range: 1 10
Min: Not readyMid: Moderately readyMax: Fully ready
Q13
Long Text
What is one practical action we should take this week to improve readiness?
Max 600 chars
Q14
Dropdown
Which function best describes your role?
  • Engineering/IT
  • Product/Design
  • Sales
  • Marketing
  • Customer Success/Support
  • Finance
  • HR/People
  • Operations
  • Legal/Compliance
  • Other
Q15
Dropdown
What is your role level?
  • Individual contributor
  • People manager
  • Senior leader
  • Executive
  • Contractor
  • Prefer not to say
Q16
Dropdown
How long have you been with the company?
  • Less than 3 months
  • 3–12 months
  • 1–3 years
  • 3–5 years
  • More than 5 years
Q17
Dropdown
Where do you primarily work?
  • Americas
  • EMEA
  • APAC
  • Remote (multiple regions)
  • Prefer not to say
Q18
Dropdown
What is your employment type?
  • Full-time
  • Part-time
  • Contractor
  • Temporary
  • Intern
  • Prefer not to say
Q19
Long Text
Any additional comments or context you want to share?
Max 600 chars
Q20
AI Interview
AI Interview: 2 Follow-up Questions on integration readiness
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q21
Chat Message
Thank you for your time. Your feedback will help us plan a smoother integration.

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