Worksheet · Transformation Readiness Check

Choose leads who have landed change before

It prints on A4 with room to write.

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.