Checklist · Executive Reference
Digital Transformation Checklist
Use this short checklist to validate whether your transformation initiative has the minimum foundations required to start well.
16-point starter checklist
- Executive sponsor is explicitly assigned.
- Core processes are documented at a workable level.
- Data ownership is defined.
- KPI set and reporting cadence are clear.
- Integration needs are listed.
- Priority bottlenecks are visible.
- Target business outcomes are measurable.
- Project team and decision rhythm are defined.
- Budget guardrails exist.
- Change management risk is acknowledged.
- Master data cleanup effort is scoped.
- Security and compliance constraints are known.
- Pilot scope is realistic.
- Success metrics are shared internally.
- Post-go-live ownership is assigned.
- External partners are evaluated with vendor-neutral criteria.
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