The Workday Deployment Readiness Checklist
9 readiness checks and a pre-kickoff pre-mortem, distilled from 25+ years of Workday and ERP delivery. Built to bring straight into your next steering committee.
- The 9 readiness checks that decide a Workday go-live, data, security, reporting, integrations, adoption, SI management, sequencing, and hypercare
- The exact 7-question pre-mortem I run before every kickoff
- The red flags that signal a 2 a.m. cutover crisis, while there's still time to fix them
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Tell me where to send it. No spam, just the toolkit and the occasional hard-won lesson.
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Five one-page guides to the whole lifecycle
Understand it, buy it, deploy it, run it, then the agents. Each poster carries fourteen panels, and each has a full written guide behind it on the Guides page. Free, no form.
01 UnderstandThe Complete Workday GuideWhat it is, and how a task flows through it.
02 BuyThe Buying GuideFive stages, and the clauses that cost you later.
03 DeployThe Deployment GuideCutover is a freeze, not a weekend.
04 RunThe Run GuideGo-live ends the project. It starts the product.
05 AIThe AI Agents GuideAgents do not suggest. They act.
Three guides worth keeping
Full-size, free, no form. The rest of the visual library lives on the Playbooks page. Want the working session behind any of them? Book a call.
The Workday TCO & Pricing ToolkitA pre-contract checklist, benchmark ranges, and a cost-line quick reference.
The SI Contract Negotiation ToolkitA pre-signature checklist and a clause-by-clause quick reference.
The Reference Call PlaybookThe 12 questions that get honest answers from a vendor's reference, and the red flags in the answers.
The Adaptive Planning Implementation ScorecardEight scored decisions with an owner column, the actuals gate, and the 90-day test.
The Cutover & Go-Live Readiness ToolkitA readiness and go/no-go checklist, plus a pitfall-by-area quick reference.
The Grants & Student Readiness ToolkitA readiness checklist and a pitfall-by-area quick reference for higher ed.
The Phase Zero BlueprintThe five rooms to build before the integrator arrives.
The Last 48 HoursThe cutover countdown, from freeze to first health check.
The AI-Ready Data ScorecardSix grades to earn before the agents inherit your data.
Two field guides for the agent era
From the AI series on the Insights page. Free, no form. Bring them to your next vendor meeting.
Six field guides for the program
The working companions to the ERP Layers series on the Playbooks page. Free, no form. Score your program, then bring the results to your next steering meeting.
ERP Layer Health CheckScore all seven layers, foundation to AI, and find the one that needs your next dollar.
Below the WaterlineThe nine things to fund before the go-live date, the 90% the board never sees.
Workday Deployment Layer MapTenant maturity scoring from the Foundation Data Model up to Illuminate.
The ERP Pre-MortemSix root causes to kill before kickoff, with owners and dates assigned.
The ERP Program KPI Checklist20 numbers your steering committee should track instead of status colors, each with a formula and a red-flag threshold.
The ERP Program KPI Command DeckThe extended edition: 29 KPIs across six views, now with the go-live and hypercare layer, plus the 60-minute meeting agenda.
Want to run the checklist together?
Bring your timeline, sequencing, and resource plan. You'll walk away with an unbiased read on where the hidden risks live, and how to mitigate them before your parallel run hits a wall.