| Executive mandate and decision charter | Define authority and boundaries | Objectives, scope, decision rights, escalation, stakeholders and reporting cadence | Board or sponsor approval |
| Current-state executive assessment | Create an evidence baseline | Organisation, portfolio, platforms, data, AI, cyber, suppliers, costs, risks and capability gaps | Access to evidence and accountable leaders |
| Technology, data and AI direction | Align future decisions | Principles, target capabilities, architecture direction, priority outcomes and constraints | Business strategy and risk appetite |
| Operating and governance model | Clarify accountability | Roles, forums, RACI, policies, architecture and investment gates, issue management | Organisation and policy review |
| Prioritised portfolio and roadmap | Sequence investment | Initiatives, value, risks, dependencies, decision gates, owners and indicative sequencing | Funding assumptions and delivery capacity |
| Executive KPI and assurance pack | Measure delivery and risk | KPIs, tolerances, trend views, risk themes, decisions required and benefit evidence | Baselines and data owners |
| Transition and capability plan | Transfer sustainable ownership | Leadership structure, recruitment or handover, coaching, routines, documentation and open actions | Named successors and acceptance criteria |