The Situation
A client is considering a major ERP implementation. Leadership is excited, but you're not sure the organization is ready. You need data to either support the go/no-go decision or flag what needs to happen first.
Set Up the Assessment
| Initiative Type | ERP Implementation |
|---|---|
| Change Type | Planned |
| Organization Size | Large (5,000+ employees) |
| Timeline | Compressed (18 months) |
| Initiative Stage | Discovery |
Enter these details when you start your assessment in the app.
What to Look For in Results
| If the dimension scores... | What it means | What to do |
|---|---|---|
| Leadership ≥ 70% | Leaders are aligned and visible | Proceed — leadership is your anchor |
| Leadership < 50% | Leaders aren't aligned — this will derail execution | Pause. Facilitate a leadership alignment session before committing |
| Stakeholder Engagement < 50% | Key stakeholders aren't engaged or identified | Map your stakeholders and build a communication plan before launch |
| Resources < 50% | The organization doesn't have the people, budget, or tools | Flag the resource gap to sponsors — close the gap or extend the timeline |
| Culture < 50% | The culture is resistant or unprepared for this type of change | Consider a culture assessment and change-readiness workshops |
| Impact ≥ 70% | The organization understands and accepts the impact | Good — impact clarity supports adoption |
| Training < 50% | No training plan exists | Training planning must happen during Planning stage, not after go-live |
The Conversation with Your Client
"The assessment shows you're exposed on Resources and Stakeholder Engagement. Leadership is strong, which is good — but if you commit to this compressed timeline without closing those gaps, you're launching into risk. I recommend we address stakeholder mapping and resource allocation during the Planning stage, and reassess before you commit to a go-live date."
When to Reassess
Before moving from Discovery to Planning — ideally after the first round of stakeholder mapping and resource planning.
Ready to try this yourself?
Open the Assessment