Templates › AI transformation pack index and success measures
AI transformation pack index and success measures
Template id: transformation-pack-index
Responsible skill: organisation-tailoring:transformation-pack. Edition and archetype come from organisation-tailoring:edition-and-archetype; accountable roles from organisation-tailoring:ownership-map.
How to use this template: this is the front page of your organisation's pack. List every artefact the tailoring plan selects, at the depth your edition sets, with the skill and template responsible. Mark every fact your profile did not supply as [To confirm: ...]. On a refresh, complete section 7 and agree it with the sponsor before replacing any document.
1. Pack summary
| Field | Value |
|---|---|
| Organisation | [To confirm: name or alias] |
| Executive sponsor (role) | [To confirm] |
| Edition and rule | [To confirm: for example scale, E3-scale-default] |
| Assurance overlay and rule | [To confirm] |
| Archetype and rule | [To confirm] |
| Emerging signals and rules | [To confirm] |
| Programmes included | [To confirm: ai-transformation plus included programmes] |
| Substitutions applied | [To confirm: for example AI working group in place of a CoE at Starter] |
| Edition and archetype confirmed by sponsor on | [To confirm: date] |
| Pack version and date | [To confirm] |
| Storage location | [To confirm: organisation's own folder] |
Editions and archetypes are proposed CopilotForge classifications, not Microsoft classifications.
2. Artefacts
| # | Stage | Programme | Artefact | Depth | Responsible skill | Template | Sources used | Accountable role | Format | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | [To confirm] | [To confirm] | [To confirm] | Light / Standard / Full | [To confirm: department:skill] | [To confirm: template id] | [To confirm: source ids] | [To confirm] | Word / Excel | Not started / Draft / Agreed |
3. What to do first
- [To confirm: first action, for example publish the acceptable-use starter]
- [To confirm]
- [To confirm]
4. Reviewer gates
| Reviewer | Stage | From risk tier | Blocking | Evidence (formal or proportionate) | Reviewer status |
|---|---|---|---|---|---|
| Security and privacy | Assure | 2 | Yes | [To confirm] | Active |
[To confirm: reviewer, for example Evaluation and quality (evaluation-quality:ai-release-evidence)] | Active |
5. Success measures
| Measure | Family | Baseline | Target and date | Owner (role) | Reviewed at |
|---|---|---|---|---|---|
| [To confirm] | Adoption / Capability / Portfolio flow / Quality / Governance / Value | [To confirm] | [To confirm] | [To confirm] | [To confirm] |
6. Facts to confirm
| Fact | Needed by artefact | Who can confirm (role) | By when |
|---|---|---|---|
| [To confirm] |
7. Refresh change log
| Date | What changed in the profile | Effect on the pack (added, changed, retired) | Decisions kept | Agreed by (role) |
|---|---|---|---|---|
| [To confirm] |
Credit: Template from CopilotForge by Simon Foote (https://github.com/SimonFoote-greensparx/CopilotForge), licensed under CC BY 4.0. Keep this credit when you share or adapt the template; in your own completed document you may keep it as a footer or remove it.