Methodology

The five-pillar framework for transformation health.

Levelset scores every program against five evidence-based pillars. Each pillar is scored 1 to 5 based on specific diagnostic signals gathered during the interview. A score of 3 is not passing. It means identifiable risk that will compound.

01

Enterprise Transformation Strategy

Clarity of vision, executive sponsorship structure, governance design, and program architecture. A transformation without a well-defined strategy is not a transformation. It is an implementation with aspirations attached.

Diagnostic signals we look for

  • Is there a documented, board-approved transformation vision with measurable outcomes?
  • Who is the executive sponsor, and how often are they visible to the program team?
  • How is the steering committee structured, and how are decisions escalated?
02

Organizational Change Management

Stakeholder identification, engagement planning, resistance management, and adoption tracking. Change management is not communications. It is the structured work of moving people from current-state behavior to future-state behavior at scale.

Diagnostic signals we look for

  • Has a formal stakeholder impact assessment been completed?
  • How is resistance being identified and tracked at the team level?
  • What is the adoption measurement framework for go-live?
03

Strategic Communications and Executive Messaging

Internal communications cadence, executive visibility, message consistency, and narrative clarity across the organization. Programs that communicate poorly create the vacuum that rumor fills.

Diagnostic signals we look for

  • How frequently is the executive sponsor communicating directly to the impacted population?
  • Is there a documented communications plan with audience segmentation?
  • How are program status and key milestones communicated across the organization?
04

Training and Enablement

Readiness assessment, training design quality, delivery infrastructure, and sustainment planning. Training that happens in the last 30 days before go-live is not training. It is documentation of a failure to plan.

Diagnostic signals we look for

  • Has a training needs assessment been completed for all impacted roles?
  • What is the ratio of training delivery time to the complexity of the system being implemented?
  • How will training be sustained for new hires and role changes post-go-live?
05

Transformation Recovery and Reset Capability

Ability to detect drift from plan, course-correct in real time, and recover from significant setbacks. Most programs encounter at least one material crisis. The question is whether the program has the reflexes to absorb it.

Diagnostic signals we look for

  • What are the leading indicators the program team monitors for drift from the plan?
  • Has the program ever done a formal mid-course correction, and how was it managed?
  • What would it take to reset the program if a go-live needed to be postponed?

Scoring scale

1

Critical Risk

Immediate intervention required. Left unaddressed, this pillar will cause program failure.

2

Significant Risk

Material gaps with compounding effects. Requires focused remediation within 30 days.

3

Mixed Health

Some strengths, identifiable gaps. Requires a clear improvement plan.

4

Generally Healthy

Strong fundamentals with minor gaps. Monitor and maintain.

5

Strength

A model that other programs should emulate. Protect and extend.

See where your program stands.

The Transformation Diagnostic is $5,000. The interview takes 25 minutes. The report is delivered by email within 60 seconds.

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