Worksheet · Transformation Readiness Check
Choose leads who have landed change before
Leads chosen because they were free learn on the job with nobody to ask. This sheet picks leads on their record and writes a buy, borrow or build plan for each missing skill. It builds the Competent step of the check:
Leads were chosen for having landed change before, and specialist help is brought in when a problem needs cracking.
Step 1. The leads
| Workstream | Lead | Change they have landed before | Its size and year | Who they can call for help |
|---|---|---|---|---|
Step 2. Missing skills
| Skill the programme needs | In the business today? | Buy (hire), borrow (adviser or secondee) or build (train) | Date the business must do it alone |
|---|---|---|---|
| e.g. Pricing analytics | No | Borrow for six months; build one analyst alongside | End of year 1 |
Step 3. The brief for outside help
| Adviser or specialist | Problem to crack | What stays with us when they leave | End date |
|---|---|---|---|
Management owns the targets and the outcomes. Outside help brings problem-solving and challenge for a set time.
Done when: each lead has landed change before, and every missing skill has a written buy, borrow or build decision with a date.
Adapted from our own business transformation method (EY-PJP, 2022).
From the Transformation Readiness Check. Your report links the sheet for each of its moves.