ERP Template - Business Readiness Asessment

Business Readiness Assessment — Presentation  PPTX

ERP_Sherpas_Business_Readiness_Assessment.pptx

A 19-slide PowerPoint Business Readiness Assessment pack designed to be presented to the project steering committee in the weeks prior to go-live, covering all twelve readiness areas with RAG-rated assessment slides, an open risks and issues log, and a formal go-live recommendation and sign-off slide with options for Approved, Approved with Conditions, or Not Approved.

For a PM, this pack serves a dual function: it provides a professional vehicle for the go/no-go conversation with executive sponsors, and it creates an auditable record that the decision to go live was taken with full visibility of outstanding risks. This is especially important when there are known open items — having a formal conditional approval with documented conditions and owners is far safer than proceeding without one.

Business Readiness Assessment — Word Document  DOCX

ERP_Sherpas_Business_Readiness_Assessment.docx

The written framework document behind the Business Readiness Assessment, providing the methodology, scoring approach, and governance rationale for the twelve-area pre-go-live readiness review process. It explains how each RAG status is defined and what evidence is required to achieve Green status across infrastructure, configuration, data migration, testing, security, change management, training, communications, cutover, support, integrations, and financial reporting.

For a PM, this document provides the governance backbone for the go/no-go conversation — ensuring the decision to go live is evidence-based and formally documented, rather than a judgment call made under time pressure. It also protects the PM's professional position by establishing that a structured readiness review was completed before go-live was authorised.