Reporting
The Business Transformation Board (BTB) are responsible for monitoring initiatives regularly to ensure on-going progress and continued business justification, via the business transformation lifecycle (BTL). The Business Transformation Portfolio (BTP) operates on a four-weekly reporting cycle.
Unless special dispensation has been agreed by BTB, the initiative's programme or project manager is required to use the business transformation templates when submitting stage gate reports (at appropriate points in the initiative's lifecycle) and four-weekly status reports. The initiative's manager is also responsible for reporting escalations where they expect to exceed any stage or initiative-level tolerances for matters such as:
- budget variations
- alterations to schedules
- deviations from agreed quality
- changes to scope
- risks and issues
- changes to benefits forecast.
The initiative's manager is responsible for reporting on benefits realised prior to the closure of the initiative. Following the closure of the initiative, the responsibility for benefits realisation and review will transfer to an appropriate operational member of staff, as agreed in the initiative end report.
All stage gate submissions, status and escalation reports (excluding business transformation proposals and benefit reviews, which are submitted to BT via email) must be stored within the appropriate folder on the BTP shared drive, on or before the key dates for submission, in order to be considered.
For stage gate submissions and escalation reports only, the programme or project manager must also email the Business Transformation helpdesk to advise which type of reports are ready for the BTB to review, on or before the key dates for submission, in order to be considered.
If any of the above reporting requirements are not met, then the submission may be rolled over to the next four-weekly cycle. Late status reports may be reported as non-submissions. Please contact the Business Transformation helpdesk if you have a query regarding reporting requirements.
Following the board meeting, sponsors and programme or project managers should view BTB investment and monitoring decisions within the respective initiative record on the P3 register.
Find out more about key dates for submission or how to submit a business transformation proposal.
For access to business transformation templates, please contact the Business Transformation helpdesk.
Key dates for submission
Below are the BTP reporting submission and BTB meeting dates. Find more about BTB responsibilities and membership.
Period 116 - Monday 21 October 2024 to Sunday 17 November 2024
- Report submission date: Wednesday 13 November 2024
- BTB meeting date: 10am to 12pm, Wednesday 27 November 2024
Period 117 - Monday 18 November 2024 to Sunday 15 December 2024
- No December meeting
Period 118 - Monday 16 December 2024 to Sunday 12 January 2025
- Report submission date: Monday 13 January 2025
- BTB meeting date: 11am to 1pm, Monday 27 January 2025
Period 119 - Monday 13 January 2025 to Sunday 9 February 2025
- Report submission date: Thursday 6 February 2025
- BTB meeting date: 9am to 11am, Thursday 20 February 2025
Period 120 - Monday 10 February 2025 to Sunday 9 March 2025
- Report submission date: Wednesday 5 March 2025
- BTB meeting date: 10am to 12pm, Wednesday 19 March 2025
Period 121 - Monday 10 March 2025 to Sunday 6 April 2025
- Report submission date: Wednesday 2 April 2025
- BTB meeting date: 10am to 12pm, Wednesday 16 April 2025
Period 122 - Monday 7 April 2025 to Sunday 4 May 2025
- Report submission date: Wednesday 30 April 2025
- BTB meeting date: 10am to 12pm, Wednesday 14 May 2025
Period 123 - Monday 5 May 2025 to Sunday 1 June 2025
- Report submission date: Wednesday 28 May 2025
- BTB meeting date: 10am to 12pm, Wednesday 11 June 2025
Period 124 - Monday 2 June 2025 to Sunday 29 June 2025
- Report submission date: Wednesday 25 June 2025
- BTB meeting date: 10am to 12pm, Wednesday 9 July 2025