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 129 - Monday 20 Oct 2025 to Sunday 16 Nov 2025
- Report submission date: Wednesday 12 Nov 2025
- BTB meeting date: Wednesday 26 Nov 2025
Period 130 - Monday 17 Nov 2025 to Sunday 14 Dec 2025
- No scheduled meeting
Period 131 - Monday 15 Dec 2025 to Sunday 11 Jan 2026
- Report submission date: Wednesday 14 Jan 2026
- BTB meeting date: Wednesday 28 Jan 2026
Period 132 - Monday 12 Jan 2026 to Sunday 08 Feb 2026
- Report submission date: Wednesday 04 Feb 2026
- BTB meeting date: Wednesday 18 Feb 2026
Period 133 - Monday 09 Feb 2026 to Sunday 08 Mar 2026
- Report submission date: Wednesday 11 Mar 2026
- BTB meeting date: Wednesday 25 Mar 2026
Period 134 - Monday 09 Mar 2026 to Sunday 05 Apr 2026
- Report submission date: Wednesday 01 Apr 2026
- BTB meeting date: Wednesday 15 Apr 2026
Period 135 - Monday 06 Apr 2026 to Sunday 03 May 2026
- Report submission date: Wednesday 29 Apr 2026
- BTB meeting date: Wednesday 13 May 2026
Period 136 - Monday 04 May 2026 to Sunday 31 May 2026
- Report submission date: Wednesday 03 Jun 2026
- BTB meeting date: Wednesday 17 Jun 2026