A structured, 17-tab assessment workbook for governing large-scale ERP and enterprise platform implementations.
Built from 25 years of governing programs in excess of $500M across financial services, public infrastructure, manufacturing, and transportation. Every criterion encodes pattern recognition from programs that succeeded and programs that failed. The same framework I use with clients, packaged as a ready-to-use Excel workbook.
10Dimensions
70Criteria
7Lifecycle Phases
What’s Inside
17 interconnected tabs organized into three layers: governance & dashboards, the full 70-criteria assessment matrix, and tracking & reference tools. Formulas automatically roll up criteria ratings into dimension-level heatmaps.
Governance & Dashboards (3 tabs)
Governance
Instructions
How to conduct an assessment, rating definitions, lifecycle phases, and tips from 25 years of program governance
Governance
Executive Dashboard
Auto-calculated dimension heatmap, overall program health, critical items summary, and trend charts
Governance
Full Assessment Matrix
All 70 criteria in a single filterable table: the source of truth for every assessment cycle
7 criteria · Test strategy, SIT, UAT, defect management, and cutover rehearsal
8
Performance & Value Realization
7 criteria · KPIs, business case integrity, benefits tracking, and continuous improvement
9
AI, Automation & Innovation Readiness
7 criteria · AI strategy, data foundation, automation opportunities, and ethical AI governance
10
Stakeholder & Ecosystem Management
7 criteria · Executive alignment, end-user advocacy, vendor coordination, and support network
Tracking & Reference (4 tabs)
Reference
Action Tracker
Consolidated remediation actions with priority, ownership, status tracking, and target dates
Reference
Assessment History
Track ratings across up to 6 assessment cycles for trend analysis and pattern recognition
Reference
Phase Relevance Matrix
Visual map showing which criteria matter most in each lifecycle phase: Initiate through Stabilize
Reference
Glossary
Definitions for 34 ERP and program governance terms used throughout the framework
Why This Framework Exists
Most program assurance follows a standard template. This framework goes deeper: it encodes pattern recognition from programs that succeeded and programs that failed, across every phase of the lifecycle.
Insight
70 Experience-Encoded Criteria
Every criterion includes a detailed description of what “good” looks like and a diagnostic question you can use in interviews, not textbook definitions, but pattern recognition from real programs.
Insight
Phase-Aware Assessment
Every criterion is tagged with lifecycle relevance (Initiate through Stabilize). Not every criterion matters equally at every stage. This framework tells you what matters now.
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