A set of free, no sign up tools built from real delivery experience, to help you make a better decision before you spend a penny with anyone. Answer honestly, get a straight result, and take what is useful.
Answer twelve honest questions and see how much trouble your transformation programme is really in, and exactly where the risk is hiding.
Start the health checkPut a real number on what every week of delay is costing your programme. It is almost always more than the extra running cost people focus on.
Calculate the costEstimate scope 1, 2 and selected scope 3 emissions from a year of bills, using the UK government's 2026 conversion factors.
Calculate your footprintTurn your exceptions queue into a cash figure: revenue sitting unbilled, revenue beyond the back billing limit and what every month costs.
Size the exposureMost ERP programmes are won or lost before the software is chosen. Check whether your business is genuinely ready to start.
Check your readinessTwelve honest statements and two minutes to learn whether to start with AI, fix the basics first, or wait, and what to do next.
Check your AI readinessMigrating onto a platform like Kraken is high stakes. See how ready you are to move hundreds of thousands of accounts cleanly, from someone who has done it.
Check migration readinessEvery supplier must be MHHS ready by 28 October 2026 or stop taking new customers. Find out where you really stand against the deadlines.
Check your readinessIf Ofgem looked closely tomorrow, how well would your compliance hold up? Find where you are exposed before scrutiny does.
Check your exposureWork out the social value figure your bid needs to hit, then plan the commitments that get you there, before you write the response.
Plan your social valueThe rules changed in 2025. Many companies told they were in scope no longer are. Check where you stand under the current thresholds, in a couple of questions.
Check CSRD scopeTwelve honest statements on leadership, capacity, process and follow through, scored in two minutes, with what to fix before go live is announced.
Start the assessmentFind out whether your programme office changes outcomes or describes them: governance, control, people and benefits scored in two minutes.
Start the assessmentA plain English AI acceptable use policy for UK organisations, structured around UK GDPR, the UK principles and the EU AI Act. Download as Word.
Get the templateThe structure boards approve, with the cost lines most cases forget and benefits with owners and dates. Download as Word.
Get the templateProcesses, roles, governance, systems, sourcing, measures and the transition plan, with an owner on every line. Download as Word.
Get the templateStakeholders, impact, readiness, communications, training, resistance and adoption measured after go live. Download as Word.
Get the templateA benefits register with owners, baselines and dates, benefit profiles, a benefit map and the monthly report format. Download as Word.
Get the templateRisks, assumptions, issues and dependencies with owners, scoring and an escalation rule, built for weekly use. Download as Word.
Get the templateResponsible, accountable, consulted and informed on one page, with a worked ERP example. Download as Word.
Get the templateA project risk register with a five by five scoring guide, escalation thresholds and worked examples. Download as Word.
Get the templateScope, milestones, schedule, resources, budget and governance in one free Word plan. Download as Word.
Get the templatePurpose, scope, budget, tolerances and sign off on two pages, ready for your sponsor. Download as Word.
Get the templatePurpose, decision rights, membership, quorum and tolerances for a steering committee. Download as Word.
Get the templatePower and interest grid, analysis table and engagement plan for any change programme. Download as Word.
Get the templateAudiences, messages, channels and timing, with a worked go live example. Download as Word.
Get the templateOne page, honest RAG definitions, decisions needed at the top. Download as Word.
Get the templateDeliverables, acceptance, assumptions, fees and change control for supplier work. Download as Word.
Get the templateA PRINCE2 style PID with a one page project brief for start up. Download as Word.
Get the templateTest stages, UAT scenarios, entry and exit criteria, defect severity and sign off. Download as Word.
Get the templateRequirements, fit gap, five year cost and scoring for ERP and CRM selection. Download as Word.
Get the templateTasks by working day with owners, reviewers, reconciliations and close metrics. Download as Word.
Get the templateLaid out for PPN 006, with the required scope 3 categories and sign off. Download as Word.
Get the templateApplications, security, data, people, cost and day one risks, rated for the deal. Download as Word.
Get the templateEnvironment, social, governance and reporting risks, rated with deal impact. Download as Word.
Get the templateScore use cases, phase the work and set stop or scale rules for AI. Download as Word.
Get the templateRecord decisions and control scope change with a simple log and form. Download as Word.
Get the templateSupply, demand and gaps for critical roles, with a build, buy or borrow plan. Download as Word.
Get the templateSpecific commitments, measures and owners, ready for board approval. Download as Word.
Get the templateCapture what actually happened and turn it into actions with owners, so the next programme is different. Download as Word.
Get the templateThese tools are a starting point. The real work is what happens next. PEF is a senior led transformation and technology consultancy that recovers programmes, delivers platforms and gets businesses through regulatory scrutiny. If a result here rings true, a short, confidential conversation is the best next step.
Talk to Christopher Fagan