Digital Transformation Initiative Template

Author(s): Carlos Artavia

Use these templates to follow a structured approach that develops an initiative across each of the following dimensions:

  • Initiative Charter: “Who is going to solve what problem?”
  • Business Case: “How is the solution going to capture value, and how much?”
  • Workplan: “What are the key steps and when will they be completed?”
  • KPIs: “What is the timing and magnitude of the planed change versus the actual change?”
  • Financials: “What is the financial impact of improving the measured KPIs?”