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Transformation Readiness Diagnostic

Readiness Scorecard

A self-scored diagnostic for finance leaders heading into a system transformation. 15 questions. Five dimensions. 5 minutes.

0 of 15 answered

Answer each statement as it applies to your current transformation. Be honest — this diagnostic is only useful if it reflects reality, not aspiration.

1
Process
I can describe, in plain terms, how this system will be used in practice once it's live — not just what it does, but how finance will actually plan, close, and report through it, and who will own the outcome.
The tricky parts — exceptions, approvals, handoffs, and who owns what when something goes wrong — have been worked through, not left for the implementation team to figure out.
The business leaders who will run this process after go-live are actively involved in designing it, not just being briefed on it.
2
Data
The data that will power this system — structures, definitions, hierarchies — is settled, consistently understood, and owned by the right people.
When leadership uses the output from this system to make decisions, the numbers will be trusted — not questioned, re-reconciled, or explained away.
I know who is accountable for resolving data quality issues, and I'm confident those issues will be resolved before go-live, not after.
3
Governance
When a hard decision needs to be made — a scope trade-off, a disagreement between business and IT — I know exactly who has the authority to make it and own the outcome.
The steering committee is seeing the real picture — open trade-offs, unresolved issues — not just progress updates and green status.
We have a clear answer for how this system will be governed after go-live: who owns changes, who resolves disputes, and who has authority when something breaks.
4
Adoption
I'm confident the business will actually run through this system after go-live — not default back to spreadsheets, offline versions, or the way things have always been done.
The business leaders whose buy-in determines whether this transformation sticks are genuinely on board — not just compliant.
We have tested whether the new process will change how people actually behave, not just whether they can use the system.
5
Durability
This transformation has been tested against how the business will actually operate beyond launch — real pressure, exceptions, and change, not just go-live conditions.
When the implementation team is gone, the system won't be orphaned — people inside the business own it, can change it, and are accountable for what it produces.
The future-state design has been tested against meaningful change — a leadership shift, new reporting demands, a business pivot, or planning assumptions that no longer hold.

Answer all 15 questions to see your results.

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