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Transformation Toolkit
Part 2: Assessment

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Questions

The goal of this assessment is to develop an agreement on where we are now. We can't hope to make any transformation successful if we don't agree where the starting line is.
Before we start, it's important to agree at what level we are answering these questions. Are we answering for the overall organization, a department, or just one team?
The 4-point scale:
Barely started - There's little to no evidence that the statement is true for us
Early gains - There might be pockets of evidence, but it's not widespread or consistent
Getting there - The statement is true for us, but we still need to improve or be more consistent
Nailing it - The statement defines who we are and how we work

As you read through each prompt, mark which ones stand out the most to you.

Category 1: Transparency

1.1 Our delivery process and the work in progress is easily visible to everyone involved.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
1.2 We have visibility into the work that's about to start.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
1.3 We can see what work is blocked and why.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠

Category 2: Balance

2.1 We begin new work only as capacity allows, finishing work items already in progress before starting new work.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
2.2 We maintain a clear separation between work currently in progress and work still under consideration.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
2.3 We take steps to avoid being overburdened with more work in progress than we can accommodate effectively.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠

Category 3: Collaboration

3.1 We work with our customers in order to understand, shape and size potential work before committing to deliver it.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
3.2 Our delivery process encourages collaboration across roles and specialities.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
3.3 We meet on a regular basis to review and improve our outputs and processes.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠

Category 4: Customer Focus

4.1 We seek to align our work to shared goals, prioritising for maximum impact.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
4.2 We incorporate customer feedback into our work while it's in progress.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
4.3 We own and track work until the customer confirms that their needs were successfully met.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠

Category 5: Flow

5.1 We can predict with reasonable confidence how long it will take to deliver work of typical value and risk.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
5.2 We understand the performance of our delivery system in sufficient detail to make timely decisions, to set appropriate expectations, and to focus our improvement efforts.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
5.3 We proactively identify and address dependencies and other impediments to flow.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠

Category 6: Leadership

6.1 In our organization, we are focused on meeting customer needs, improving our delivery systems, and developing new capabilities.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
6.2 In our organization, opportunities for improvement are recognized and systematically followed through.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
6.3 We all share the responsibility to seek clarification, to highlight problems, and to come up with improvement ideas.
1
Barely started
Early gains
Getting there
Nailing it
⭐️
No results from filter
⁠
⁠
Next: Review your team's
Results
⁠
⁠
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