Worksheet · Transformation Readiness Check

Cut the programme into workstreams

It prints on A4 with room to write.

A long list of initiatives has no shape and no owner for the changes between departments. This sheet groups the programme into a few workstreams, each led by a member of the top team. It builds the Competent step of the check:

Four to seven workstreams each have a top-team leader with a share of the target, and one of them is the structure, roles and ways of working.

Step 1. The workstreams

Workstream Top-team leader Day-to-day lead Share of target ($m) Piece of the end state it owns
e.g. Pricing and terms Sales director Pricing manager 4.0 Every discount traded for something the business gets back
Organisation: structure, roles, ways of working
Total

The shares must add up to the whole target. The organisation workstream is not optional.

Step 2. The roles

Role What they do Time it takes
Top-team leader Owns the benefit, approves scope, challenges the work About a quarter of a week
Day-to-day lead Runs the plan, the people and the weekly update Full time
Advisers from other functions Bring data, expertise and access to people As needed

Step 3. Changes that cut across

List the changes no single workstream owns, and give each a home.

Cross-cutting change Workstreams it touches Home workstream

Under 50 people: cut the programme into two or three pieces, each led by an owner or senior manager with a share of the target. Changes to roles and ways of working are one of the pieces.

Done when: four to seven workstreams each have a top-team leader and a share of the target. One owns structure, roles and ways of working.


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

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