Employee Ownership Readiness Scorecard 2026 Survey

Question Title

Do you have a documented succession plan? (Required.)

No plan

Informal discussions only

Partial documented plan

Formal documented plan

Question Title

If you were unable to work for six months, could the business continue effectively without you? (Required.)

Significant disruption

Some disruption

Minor disruption

Business would continue normally

Question Title

Have you identified future leaders within the business? (Required.)

One potential leader

Several potential leaders

Leadership succession pathway established

Section 2: Leadership & Team Alignment

Question Title

How dependent is business performance on a small number of key people? (Required.)

Extremely dependent

Moderately dependent

Somewhat diversified

Strong leadership depth throughout organisation

Question Title

How engaged are your senior leaders in business decision-making? (Required.)

Limited involvement

Occasionally involved

Regularly involved

Actively involved in strategic decisions

Question Title

Do key employees think and act like owners? (Required.)

Rarely

Sometimes

Often

Consistently

Section 3: Business Performance

Question Title

How would you describe business profitability? (Required.)

Inconsistent profitability

Break-even to modest profit

Consistent profitability

Strong and growing profitability

Question Title

Revenue growth over the last three years has been: (Required.)

Declining

Flat

Growing slowly

Strong growth

Question Title

How confident are you in the future outlook of the business? (Required.)

Concerned

Uncertain

Moderately confident

Highly confident

Section 4: Ownership Transition Readiness

Question Title

Have you considered employee ownership as part of your succession strategy? (Required.)

Never considered it

Recently started exploring it

Actively investigating options

Employee ownership forms part of our succession strategy

Question Title

How important is retaining key employees over the next five years? (Required.)

Low priority

Moderate priority

High priority

Critical priority

Question Title

Would key employees be interested in long-term ownership opportunities? (Required.)

Unlikely

Unsure

Likely

Strong interest already demonstrated

Section 5: Culture & Staff Engagement

Question Title

How would employees describe your workplace culture? (Required.)

Disengaged

Functional

Positive

Highly engaged and values-driven

Question Title

How often do employees receive information about business performance? (Required.)

Rarely

Annually

Quarterly

Monthly or more frequently

Question Title

Do employees understand how their contribution impacts business success? (Required.)

Not really

Some understanding

Good understanding

Strong understanding across the organisation

Employee Ownership Readiness Scorecard 2026

Question Title

Do you have a documented succession plan? (Required.)

Question Title

If you were unable to work for six months, could the business continue effectively without you? (Required.)

Question Title

Have you identified future leaders within the business? (Required.)

Question Title

How dependent is business performance on a small number of key people? (Required.)

Question Title

How engaged are your senior leaders in business decision-making? (Required.)

Question Title

Do key employees think and act like owners? (Required.)

Question Title

How would you describe business profitability? (Required.)

Question Title

Revenue growth over the last three years has been: (Required.)

Question Title

How confident are you in the future outlook of the business? (Required.)

Question Title

Have you considered employee ownership as part of your succession strategy? (Required.)

Question Title

How important is retaining key employees over the next five years? (Required.)

Question Title

Would key employees be interested in long-term ownership opportunities? (Required.)

Question Title

How would employees describe your workplace culture? (Required.)

Question Title

How often do employees receive information about business performance? (Required.)

Question Title

Do employees understand how their contribution impacts business success? (Required.)

Question Title

Name (Required.)

Question Title

Email (Required.)

Employee Ownership Readiness Scorecard 2026

Question Title

* Do you have a documented succession plan? (Required.)

Question Title

* If you were unable to work for six months, could the business continue effectively without you? (Required.)

Question Title

* Have you identified future leaders within the business? (Required.)

Question Title

* How dependent is business performance on a small number of key people? (Required.)

Question Title

* How engaged are your senior leaders in business decision-making? (Required.)

Question Title

* Do key employees think and act like owners? (Required.)

Question Title

* How would you describe business profitability? (Required.)

Question Title

* Revenue growth over the last three years has been: (Required.)

Question Title

* How confident are you in the future outlook of the business? (Required.)

Question Title

* Have you considered employee ownership as part of your succession strategy? (Required.)

Question Title

* How important is retaining key employees over the next five years? (Required.)

Question Title

* Would key employees be interested in long-term ownership opportunities? (Required.)

Question Title

* How would employees describe your workplace culture? (Required.)

Question Title

* How often do employees receive information about business performance? (Required.)

Question Title

* Do employees understand how their contribution impacts business success? (Required.)

Question Title

* Name (Required.)

Question Title

* Email (Required.)

Do you have a documented succession plan? (Required.)

If you were unable to work for six months, could the business continue effectively without you? (Required.)

Have you identified future leaders within the business? (Required.)

How dependent is business performance on a small number of key people? (Required.)

How engaged are your senior leaders in business decision-making? (Required.)

Do key employees think and act like owners? (Required.)

How would you describe business profitability? (Required.)

Revenue growth over the last three years has been: (Required.)

How confident are you in the future outlook of the business? (Required.)

Have you considered employee ownership as part of your succession strategy? (Required.)

How important is retaining key employees over the next five years? (Required.)

Would key employees be interested in long-term ownership opportunities? (Required.)

How would employees describe your workplace culture? (Required.)

How often do employees receive information about business performance? (Required.)

Do employees understand how their contribution impacts business success? (Required.)

Name (Required.)

Email (Required.)