Worksheet · Transformation Readiness Check

Brief managers first, then answer the floor

It prints on A4 with room to write.

People who hear the story from the rumour mill first stop trusting the official version. This sheet plans the cascade: managers hear first, tell their teams in person, and questions get answers. It builds the Competent step of the check:

Line managers are briefed before their teams and take the story to them in person, and questions from the floor get answered.

Step 1. The key messages

Write four or five messages every manager will use, in the same words everywhere.

Message Proof point
e.g. Our own people lead it Workstream leads named on the staff intranet

Step 2. The cascade

Audience Briefed by Format When Materials
Senior leaders CEO A session of an hour, with questions Day 1 Deck, talking points, questions and answers
Line managers Their executive In person Day 2 or 3 The same pack
Teams Their line manager In person Within a week The talking points

Step 3. The question log

Question From (team) Date Answer Answered by Date answered

Publish the common questions and their answers each fortnight.

Step 4. Watch for fatigue

Protect the small things people value. Cutting them saves little and loses the room.

Team Changes landing this quarter Turnover this month Mood check Action

Under 50 people: tell staff the story yourself, in person, and answer the questions that come back. Check mood and turnover each month so you see fatigue early.

Done when: managers were briefed before their teams, every team heard the story in person, and the question log shows answers.


Adapted from our own programme steering packs (PSP, 2012).

From the Transformation Readiness Check. Your report links the sheet for each of its moves.