Most system-change conversations start with “which vendor?” But the more useful first question is “where are we now?”

This checklist gives finance leaders and SBLs a quick, honest benchmark across three key stages that quietly separate resilient trusts from stretched ones: assess, select and implement.

It’s built to be used before any supplier conversation as a private self-assessment and planning tool.

A section with more empty boxes than full ones might be telling you something. Use it to build your internal business case first, your shortlist second.