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Transformation Readiness Checklist Template & Guide

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A proven checklist for assessing an organization’s readiness to embark on a business transformation program.

The Transformation Readiness Checklist is a structured framework for assessing the readiness of a business transformation to be delivered successfully. The template enables a rapid, but broad health check to be performed on a transformation program with a focus on 6 dimensions that are proven to be essential for any major business initiative to succeed: Vision Clarity & Leadership; Communications and Commitment; Transformation Capability; Project Management; Culture; Stakeholders and Progress.

For any major transformation to be successful, it’s critical to understand how the organization and the program are positioned. This information can then be utilized to make adjustments prior to the commencement of the program and also for making course corrections during the life of the program. This checklist is simple, but concise and measures across attributes that are shown to strongly indicate whether an organization is “transformation ready” or not.

    This template will be something you use repeatedly to assess the health of your transformation programs and assess the need for corrective action. Don't forget to utilize Expert Toolkit's Mastering Change Management to help you get maximum value from the Transformation Readiness Checklistt. 

    This Template is available online to our Premium Members. It is not available for separate purchase for non-members but is included in our Master Change Practitioner Bundle and Business Transformation Toolkit. Browse the complete collection of Expert Toolkit Bundles to find the right one for your needs.


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