1. Template Name: ENGAGE™ Business Readiness Checkpoint Report
Template Description: The ENGAGE™ Business Readiness Checkpoint Report is used to help report up to senior executions on how ready the various business units are based on your measurable's for each checkpoint
ENGAGE™ Stage Alignment: This template is aligned to Change Execution

2. CHANGE PLANS
Our business readiness plans contain 5 checkpoints per release (<<enter phasing information>>) which are designed assess and escalate when functions don’t meet the criteria against the desired timeline.
INSERT CHANGE PLAN VISUAL WITH WHEN THE 5 CHECKPOINTS ARE TO VISUALISE WHEN EACH FUNCTION NEEDS TO ACHIEVE READINESS

3. WHAT ARE BUSINESS READINESS CHECKPOINTS?

4. BUSINESS READINESS CHECKPOINT EXPLAINATION
Our business readiness plans contain 5 checkpoints per release (<<enter phasing information>>) which are designed assess and escalate when functions don’t meet the criteria against the desired timeline.
CP1
CP2
CP3
CP4
CP5
TIME
BUSINESS FUNCTION 1
BUSINESS FUNCTION 2
BUSINESS FUNCTION 3
FULL APPROACH
BUSINESS FUNCTION 4
BUSINESS FUNCTION 5
BUSINESS FUNCTION 6
BUSINESS FUNCTION 7
Readiness assessments will only be done on the Full Approach areas
BUSINESS FUNCTION 8
LITE APPROACH
BUSINESS FUNCTION 9 ……

5. BUSINESS READINESS CHECKPOINT EXPLAINATION
Our business readiness plans contain 5 checkpoints per release (<<enter phasing information>>) which are designed assess and escalate when functions don’t meet the criteria against the desired timeline.
CP1
CP2
CP3
CP4
CP5
TIME
BUSINESS FUNCTION 1
All functions on track for readiness
CHECKPOINT PASSED
BUSINESS FUNCTION 2
BUSINESS FUNCTION 3
FULL APPROACH
BUSINESS FUNCTION 4
BUSINESS FUNCTION 5
BUSINESS FUNCTION 6
BUSINESS FUNCTION 7
Readiness assessments will only be done on the Full Approach areas
BUSINESS FUNCTION 8
LITE APPROACH
BUSINESS FUNCTION 9 ……

6. BUSINESS READINESS CHECKPOINT EXPLAINATION
Our business readiness plans contain 5 checkpoints per release (<<enter phasing information>>) which are designed assess and escalate when functions don’t meet the criteria against the desired timeline.
CP1
CP2
CP3
CP4
CP5
TIME
BUSINESS FUNCTION 1
R&R Logistics / R&R South are close to passing but need mitigating actions to pass
CHECKPOINT PASSED WITH ADVISORYS (STEERING NOTIFIED)
BUSINESS FUNCTION 2
BUSINESS FUNCTION 3
FULL APPROACH
BUSINESS FUNCTION 4
BUSINESS FUNCTION 5
BUSINESS FUNCTION 6
BUSINESS FUNCTION 7
Readiness assessments will only be done on the Full Approach areas
BUSINESS FUNCTION 8
LITE APPROACH
BUSINESS FUNCTION 9 ……

7. BUSINESS READINESS CHECKPOINT EXPLAINATION
Our business readiness plans contain 5 checkpoints per release (<<enter phasing information>>) which are designed assess and escalate when functions don’t meet the criteria against the desired timeline.
CP1
CP2
CP3
CP4
CP5
TIME
BUSINESS FUNCTION 1
Most functions are falling behind
CHECKPOINT NOT PASSED (ESCALATION)
BUSINESS FUNCTION 2
BUSINESS FUNCTION 3
FULL APPROACH
BUSINESS FUNCTION 4
BUSINESS FUNCTION 5
BUSINESS FUNCTION 6
BUSINESS FUNCTION 7
Readiness assessments will only be done on the Full Approach areas
BUSINESS FUNCTION 8
LITE APPROACH
BUSINESS FUNCTION 9 ……

8. BUSINESS READINESS CHECKPOINT EXPLAINATION
Our business readiness plans contain 5 checkpoints per release (<<enter phasing information>>) which are designed assess and escalate when functions don’t meet the criteria against the desired timeline.
CP1
CP2
CP3
CP4
CP5
TIME
BUSINESS FUNCTION 1
BUSINESS FUNCTION 2
BUSINESS FUNCTION 3
Ideal state
ALL CHECKPOINTS PASSED
FULL APPROACH
BUSINESS FUNCTION 4
BUSINESS FUNCTION 5
BUSINESS FUNCTION 6
BUSINESS FUNCTION 7
Readiness assessments will only be done on the Full Approach areas
BUSINESS FUNCTION 8
LITE APPROACH
BUSINESS FUNCTION 9 ……

9. BUSINESS READINESS CHECKOUT CRITERIA
Each checkpoint has criteria aligned to the Change Journey steps which are outlined below. Below is an example
CP1
CP2
CP3
CP4
CP5
Readiness Set-up
Change Team Set-up
Control Room Set-up
Educated on Change Journey
Role Mapping Validated
Awareness & Engagement
Received Step 1 Targeted Comms
Upcoming milestones and plans are clear
Upcoming milestones and plans are clear
Process Education Sessions Booked
Training Locations Booked
Colleagues Allocated to both
Process Education Sessions completed
Training Courses in area have full bookings
Training Courses are in execution and achieving knowledge transfer
Training Courses completed – knowledge transferred
Education & Training
Data Readiness – Function is ready for technical cutover
Business Prep Plans – function has completed over 80% of key tasks
Cutover Plans Communicated & Understood
Business have attended UAT
Business Continuity Plans completed
Business Prep Plans created
Business signed off UAT
Data Readiness – Resources booked / identified for reconciliation
Business Prep Plans in operation
Business Prep Completed – Function working on user adoption
Post Go-Live Plans in place and accepting the new ways of working
Business Preparation & Readiness
UAT Testers Validated
Testers Booked
Business Adoption & Realisation
Business Super User Strategy understood
Business Super Users Identified
Programme made contact with Business Super Users
On-boarding Plans clear for Business Super Users
Hypercare Support in progress and assisting
Support Materials distributed and available for the business
Business Super Users on-boarded and confident to support

10. BUSINESS READINESS CHECKPOINT REPORT

11. BUSINESS READINESS - EXECUTIVE SUMMARY
CP1
CP2
CP3
CP4
CP5
TIME
BUSINESS FUNCTION 1
BUSINESS FUNCTION 2
BUSINESS FUNCTION 3
BUSINESS FUNCTION 4
BUSINESS FUNCTION 5
BUSINESS FUNCTION 6
OVERVIEW
Our first checkpoint review occurred on <<Enter Date>>
Headline Information
READINESS VISUALISATION
ENTER A CHART TO VISUALISE THE READINESS AGAINST YOUR CRITERIA

12. <<BUSINESS FUNCTION 1>>
Below is more detail about the individual functions readiness against the criteria for Checkpoint 1
Change Execution Category
Checkpoint Criteria
Status
Action
Owner
Deployment Setup
Deployment Team Set-up
Complete
N/A – All Change Teams working with the function nationally
N/A
Control Room Set-up
N/A – Utilising regional control rooms for Logistics
Educated on Change Journey Scenarios
Role Mapping Complete
In Progress
Book calls with senior Logistics managers to finalise role mapping – Due by xx/xx/xx
Change Officers / Roles
Testing
Validate UAT Representatives
CONSIDERATIONS
Enter considerations here…..
Our business readiness plans contain 5 checkpoints per release (<<enter phasing information>>) which are designed assess and escalate when functions don’t meet the criteria against the desired timeline.

13. <<BUSINESS FUNCTION 2>>
Below is more detail about the individual functions readiness against the criteria for Checkpoint 1
Change Execution Category
Checkpoint Criteria
Status
Action
Owner
Deployment Setup
Deployment Team Set-up
Complete
N/A
Control Room Set-up
Educated on Change Journey Scenarios
Role Mapping Complete
Testing
Validate UAT Representatives
CONSIDERATIONS
Enter considerations here…..
Our business readiness plans contain 5 checkpoints per release (<<enter phasing information>>) which are designed assess and escalate when functions don’t meet the criteria against the desired timeline.

14. <<BUSINESS FUNCTION 3>>
Below is more detail about the individual functions readiness against the criteria for Checkpoint 1
Change Execution Category
Checkpoint Criteria
Status
Action
Owner
Deployment Setup
Deployment Team Set-up
Complete
N/A – Change Officer has made contact and is trying to push forward for the remaining criteria
N/A
Control Room Set-up
In Progress
Establish dates for the first control room and attendees
Change Officer 1
Educated on Change Journey Scenarios
Not Started
Prioritise education of scenarios to kick off role mapping work
Role Mapping Complete
Identify who needs to be involved in the role mapping and book in Super User support as soon as possible
Change Manager
Testing
Validate UAT Representatives
Validate names with senior function managers and pass to the testing teams
CONSIDERATIONS
Enter considerations here…..
Our business readiness plans contain 5 checkpoints per release (<<enter phasing information>>) which are designed assess and escalate when functions don’t meet the criteria against the desired timeline.