Documents/FSSIG/1: Inventory, Assessment & Benchmarking/Task 1.8: Readiness Checklist

Task 1.8: Readiness Checklist

Create a change readiness evaluation checklist to assess your organization's readiness to transition from today's environment to a shared services solution.

Other Information:

Research and document the answers to checklist questions such as the following:  Does a sponsor or champion exist on the business side who is willing to lead the transition? What is their level of involvement and commitment? * Are there multiple user groups or business areas impacted by the transition? * Is the organization ready to give up the "we are unique" point of view? * Is there agency leadership to push organization sub-units to get onboard? * Have users been involved in considering the change? * Have specific resistance issues and concerns been documented? * Do technical resources exist to plan and execute the transition; and if not, how can they be obtained? * What are the annual costs for each function being considered (e.g., per person, per transaction or fixed fee)? * Has funding been committed (or is it available) to cover the transition costs? * What is required of the vendor or third party to ensure a successful transition to the shared service? * Does a strategic communication plan exist to ensure that participants and other stakeholders are engaged in the process?

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