Transformation
One review sheet per family. Phase 1 first, phase 2 visibly inactive below.
Review owner: Comm. ExcellenceOpen period: Aug 2026Data debt: 2/4 extractable today
Phase 1 — reviewed now| KPI | Type | Cadence | Owner | Source | Target | Actual | Status | Trend | Comment |
|---|---|---|---|---|---|---|---|---|---|
Salesforce Adoption Process discipline and data reliability. Ticking the box is not the objective — measure the outcome KPIs it unlocks | Leading | Monthly | Comm. Excellence | Available Salesforce | Green Computed from 100% | -7.5 | |||
Strategic Project Completion Delivery against milestones on the small number of projects actually selected. Selecting a project means explicitly not doing the others | Leading/Lagging | Monthly | Comm. Excellence | Available Project tracker | Amber Computed from ≥ milestone plan | +1 |
Visible so the roadmap is legible, inactive so it cannot be reviewed.
| KPI | Priority | Cadence | Source | Verdict | Agreed band |
|---|---|---|---|---|---|
Digital Ordering Adoption achieved and productivity headroom, especially on the long tail | P2 | Quarterly | Partial SAP / portal | Phase 2 | ≥ target / 70–100% / <70% |
AI Adoption (TBD) Productivity and commercial capability. Measure output gained, not licences issued | P2 | Annual | Partial Licence + usage | Phase 2 | ≥ target / 50–100% / <50% |