Please note that the framework should be appropriately adapted to the size and needs of each project. In some cases, some components will not be required, in other cases components can be combined. For example, depending on the size of the project it may be pertinent to combine Stakeholder Analysis, Impact Analysis, and communications and training plans into a single artifact.
Also note that some components, such as Transition to business as usual and Resources, may fall under the remit of project management within your organization. In that case the component should not be duplicated by the transformation team. They are included here for completeness.
Each of the components in the framework is summarised below.
01. Governance &Leadership
- Executive Sponsorship: Ensure top-level support from the organisation’s leadership, providing strategic direction and decision-making authority.
- Transformation Steering Committee: Establish a group of cross-functional leaders responsible for overseeing the program, resolving issues, and ensuring alignment with business objectives.
- Cross-functional Teams: Form teams of subject matter experts from different departments to collaborate on various aspects of the digital transformation program.
Possible artifacts: Sponsorship structure, governance board charter, sponsor communication plan
02. Strategy & Vision
- Transformation Objectives: Define the specific goals and outcomes the organisation aims to achieve through the transformation activities.
- Alignment with Business Goals: Ensure that the digital transformation program supports the organisation’s broader business objectives and strategic priorities.
- Future State Vision: Develop a clear vision of the desired future state of the organisation post-transformation, outlining how technology and processes will be improved.
Possible artifacts: Transformation vision statement, strategic priorities, transformation roadmap, success metrics, KPIs
03. Stakeholder Management & Engagement
- Stakeholder Identification and Analysis Identify and analyse all internal and external stakeholders who will be affected by the digital transformation program.
- Engagement Plan Develop a plan to engage stakeholders throughout the program, addressing their needs, expectations, and concerns.
- Feedback Channels Establish channels for stakeholders to provide input and feedback during the program, enabling adjustments and improvements as needed.
Possible artifacts: Stakeholder analysis, stakeholder engagement & management plan, progress updates
04. Impact Analysis
- People Impact Assess the effects of the project on employees, including changes to roles, responsibilities, and required skills.
- Process Impact Analyse the impact of the program on business processes, identifying areas for improvement and optimization.
- Technology Impact Evaluate the effects of the program on the organisation’s technology infrastructure, systems, and tools.
- Organisational Impact Assess the impact on the overall organisational structure, culture, and operational model.
Possible artifacts: Impact Analysis report
05. Organisational Structure & Culture
- Organisational Structure
- Organisational Structure Assessment Evaluate the current organisational structure and determine if changes are needed to support the digital transformation program.
- Redesign and Restructuring Design and implement changes to the organisational structure, such as new departments, teams, or roles, to better align with the digital transformation objectives.
- Change Management Support Provide support to employees affected by changes in the organisational structure, addressing any concerns and ensuring a smooth transition.
- Post-implementation Monitoring Monitor the effectiveness of the new organisational structure and make adjustments as needed to optimise performance.
Possible artifacts: Current and future organisational structure charts, Organisational Structural Alignment Assessment, implementation plan
- Organisational Culture (not necessary for all projects but included here for completeness)
- Assess current organisational culture
- Define desired culture, identify change drivers, and develop a culture change plan
- Communicate, train, engage, measure, reinforce, and adjust the culture change
Possible artifacts: Culture assessment report, desired culture statement, organisational culture change plan
06. Communications
- Communication Objectives Establish clear objectives for communication efforts, such as raising awareness, increasing buy-in, and providing updates.
- Audience Segmentation Identify different audience groups within the organisation and tailor communication strategies to address their specific needs and concerns.
- Communication Channels Select appropriate channels for communicating with stakeholders, such as email, intranet, town hall meetings, and workshops.
- Messaging and Content Develop targeted messaging and content that addresses stakeholder needs, concerns, and expectations.
- Communication Schedule Plan and execute a communication schedule to provide regular updates and information throughout the program.
- Feedback Mechanisms Implement mechanisms for stakeholders to provide feedback on communications and adjust as needed.
Possible artifacts: Communication strategy, communication plan, communication effectiveness metrics
07. Resources (*note this could be included under Organization, as Organisation Resources)
- Resource Identification and Allocation Identify and allocate the required human, financial, technological, and physical resources for the project and to transition to BAU, ensuring their availability and commitment throughout the program.
- Employee Resources Assess the resources employees will need to successfully deliver the project and transition to the new system or environment, and plan for their acquisition, distribution, and setup in the early stages of the program.
- Vendor and Partner Management Identify, select, and engage with external vendors, partners, and service providers, develop contracts and service level agreements, establish clear communication channels, and monitor vendor performance.
Possible artifacts: Resource requirements, resource allocation plan, resource management process
08. Business Processes
- Current State Process Mapping Document and analyse the organisation’s existing business processes to identify areas for improvement.
- Process Analysis and Optimization Analyse current processes, identify inefficiencies, and recommend changes to optimise performance.
- Future State Process Design Design new or improved processes that align with the organisation’s future state vision and digital transformation objectives.
- Process Implementation and Monitoring Implement the new or improved processes, monitor their performance, and adjust as needed to ensure optimal results.
Possible artifacts: Current-state process maps, process improvement recommendations, future-state process designs, business process implementation plan, business process performance monitoring reports.
09. Training and Capability Development
- Training Needs Assessment Identify the skills and knowledge required for employees to transition to the new system or environment and assess current employee capabilities to identify skill gaps.
- Training Delivery Methods Determine the most effective training methods (e.g., instructor-led, online, self-paced) to address the identified skill gaps.
- Training Content and Materials Develop or source training materials, tools, and resources that address the required skills and knowledge for employees.
- Training Schedule and Evaluation Plan and execute the training program, considering the availability of employees and the project timeline, and evaluate the effectiveness of the training program, making adjustments as needed.
- Post-implementation Support Provide ongoing resources, tools, and support for employees during the transition to the new system or environment.
Possible artifacts: Training Needs Assessment, Training Strategy, Training plan, Training content & materials, training plan, training evaluation reports.
10. Transition to Business as Usual
- Technical Transition
- Environment Transition and Release Management Plan and execute the transition of the technical environment, including the migration of data and applications, and the management of releases and changes to the system.
- Help Desk Setup and Support Establish a help desk to provide technical support for the new digital solutions and ensure that it is staffed and equipped to handle user requests and incidents.
- Hypercare and Incident Management Provide hypercare support during the initial period after go-live, to address any issues or incidents that may arise, and establish incident management processes for ongoing support.
Possible artifacts: Go-live plan, go/no-go checklist, support processes documentation, technical transition plan, hypercare plan
- Business Transition
- Handover to Business Owners Transfer ownership of the new digital solutions to the appropriate business owners and ensure that they have the necessary resources and support to manage and maintain the solutions.
- Embedding of New Resources and Processes Ensure that the new resources and processes required to support the digital solutions are effectively embedded within the organisation, and that employees are trained and supported in their use.
- Hypercare during Go-live Stage Provide additional support during the go-live stage, to address any issues or concerns that may arise, and ensure that the digital solutions are working effectively.
- Post Go-live Support and Processes Establish ongoing support processes for the transformation activities, including maintenance and updates, user training, and help desk support.
Possible artifacts: Handover plan, business transition plan, training materials, process documentation, hypercare plan
11. Change Sustainment & Continuous Improvement
- Change Sustainment Track and evaluate the progress and impact of the transformation activities, identifying any deviations from the planned outcomes or objectives.
- Key Performance Indicators (KPIs) Track KPIs to measure the success of the digital transformation program and the performance of new processes, technologies, and organisational structures.
- Continuous Improvement Identify opportunities for ongoing improvement, incorporating stakeholder feedback, and adjusting strategies and tactics as needed to ensure the success of the digital transformation program.