Initiative Table with Capability Scores – Per Group
What it answers:
Where are teams being overloaded despite low capability?
Why it helps:
- Surfaces initiative-level risk
- Justifies support, sequencing, or timeline changes
- Gives leaders clear, actionable evidence
What’s different from native views?
ChangePlan shows per-initiative capability, but this table:
- Combines impacts + capability + go-live dates
- Shows which initiatives affect each group
- Enables RAG-style highlighting for easy risk spotting
How it looks:
A table where each row is an initiative, grouped by business unit. Columns include Initiative Name, Portfolio, Go-Live Date, and a Capability Score with traffic-light coloring (red, amber, green).
How to build it:
- Export:
- Change Impact Heatmap
- All Initiatives
- Change Effort Assessments
- Extract Org Level 1 from heatmap export
- Use
XLOOKUPto pull in Go-Live dates and Capability scores
- Deduplicate by Org Level 1 + Initiative + Portfolio
- Apply conditional formatting to Capability column:
- Red <3.0, Amber 3.0–3.4, Green 3.5+