Agile Transformation Checklist Form
Use this form to record your team's current agile practices, transformation priorities, blockers, and next steps.
Team and Transformation Context
Team or Department Name
*
Transformation Owner or Facilitator
*
Current Agile Maturity Level
*
Not Started
Emerging
Developing
Established
Primary Transformation Objective
*
Transformation Scope and Priorities
Applicable transformation scope areas
*
Team rituals
Delivery workflow
Product backlog
Roles and responsibilities
Engineering practices
Stakeholder engagement
Metrics and reporting
Coaching support
Other
Top priority focus area
*
Blockers and Risks
Blockers or risks identified
*
Leadership alignment gaps
Unclear roles and responsibilities
Inconsistent ceremonies
Low team adoption
Tooling limitations
Dependency management issues
Lack of coaching or facilitation
Other
Additional blocker details
Next Steps and Review Timing
Immediate follow-up actions
*
Schedule coaching
Define team working agreements
Update backlog process
Set transformation metrics
Run a pilot
Review leadership support
Other
Next review date
*
-
Month
-
Day
Year
Date
Submit
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