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 104 - Monday 20 November 2023 to Sunday 17 December 2023

  • No meeting due to Christmas break

Period 105 - Monday 18 December 2023 to Sunday 14 January 2024

  • Report submission date: Monday 15 January 2024
  • BTB meeting date: 9am to 11am, Thursday 18 January 2024

Period 106 - Monday 15 January 2024 to Sunday 11 February 2024

  • Report submission date: Monday 12 February 2024
  • BTB meeting date: 10am to 12pm, Wednesday 21 February 2024

 Period 107 - Monday 12 February 2024 to Sunday 17 March 2024

  • Report submission date: Monday 18 March 2024
  • BTB meeting date: 10:30am to 12:30pm, Wednesday 27 March 2024

Period 108 - Monday 18 March 2024 to Sunday 7 April 2024

  • Report submission date: Monday 8 April 2024
  • BTB meeting date: 9am to 11am, Thursday 25 April 2024

Period 109 - Monday 8 April 2024 to Sunday 5 May 2024

  • Report submission date: Monday 6 May 2024
  • BTB meeting date: 10am to 12pm, Wednesday 15 May 2024

Period 110 - Monday 6 May 2024 to Sunday 9 June 2024

  • Report submission date: Monday 10 June
  • BTB meeting date: 10am to 12pm, Wednesday 19 June 2024

Period 111 - Monday 10 June 2024 to Sunday 7 July 2024

  • No scheduled meeting in July

Period 112 - Monday 8 July 2024 to Sunday 28 July 2024

  • Report submission date: Monday 29 July 2024
  • BTB meeting date: 10am to 12pm, Wednesday 7 August 2024

Period 113 - Monday 29 July 2024 to Sunday 25 August 2024

  • Report submission date: Monday 26 August 2024
  • BTB meeting date: 10am to 12pm, Wednesday 4 September 2024

Period 114 - Monday 26 August 2024 to Sunday 22 September 2024

  • Report submission date: Monday 23 September 2024
  • BTB meeting date: 10am to 12pm, Wednesday 2 October 2024

Period 115 - Monday 23 September 2024 to Sunday 20 October 2024

  • Report submission date: Monday 21 October 2024
  • BTB meeting date: 10am to 12pm, Wednesday 30 October 2024

Period 116 - Monday 21 October 2024 to Sunday 17 November 2024

  • Report submission date: Monday 18 November 2024
  • BTB meeting date: 10am to 12pm, Wednesday 27 November 2024