Automation Readiness
Get Automation-Ready Before You Waste Time & Money on the Wrong Tools
Most SMEs don’t struggle with automation because they lack tools. They struggle because they try to automate unclear processes, messy data, and inconsistent ways of working — then wonder why the “time-saving” solution creates more rework, errors, and disruption.
If you don’t fix the foundations first, automation will amplify what’s already broken: chaos moves faster, bad data spreads further, teams create workarounds, and money gets wasted on tools that never deliver ROI.
The PMO2DAY Automation-Ready Accelerator gives you a clear, practical path to avoid that. In five stages, you’ll diagnose your readiness across process, data, people, governance, change management, and technology, choose a sensible first workflow, and produce a tool-agnostic, delivery-ready brief with success measures, guardrails, and stop/pause rules — so your first automation effort is controlled, adoptable, and worth the investment.
Foreword
Client Journey Map
How To Use This Programme
MODULE 1 — THE TRUTH ABOUT AUTOMATION & WHY MOST EFFORTS FAIL
LESSON 1 — Why Automation Fails
LESSON 2 — The Sequence of Readiness
LESSON 3 — Turning Readiness into Action
LESSON 4 — Introducing the PMO2DAY Automation-Ready Framework
STAGE 1 CLOSE — Clarity
MODULE 2 - MAPPING YOUR CURRENT OPERATIONS
Lesson 1 - Identify the Processes That Matter Most
Lesson 2 - Separate Value-Creating vs Supporting Work
Lesson 3 - Map One Workflow End-to-End (PMO2DAY Method)
Lesson 4 - How to Spot Automation Opportunities Early
STAGE 2 CLOSE — Mapping Current Operations
MODULE 3 - DATA READINESS
Lesson 1 - Data quality foundations
Lesson 2 - What is “automation-ready” data?
Lesson 3 - Common data quality issues
Lesson 4 - Data Readiness Decision (Not Data Cleaning)
MODULE 4 - PEOPLE READINESS & CHANGE APPETITE
Lesson 1 - Why People Readiness Is the Real Constraint
Lesson 2 - Change Appetite & Capacity
Lesson 3 - Go/Pause/Reset Decisions
MODULE 5 — GOVERNANCE READINESS
Lesson 1 — Why Governance Is a Readiness Issue
Lesson 2 — Ownership: Who Is Accountable?
Lesson 3 — Decision Rights: Who Approves What?
Lesson 4 — Guardrails: What Is Allowed (and What Is Not)
Lesson 5 — Risk Awareness: Automation as a Risk Multiplier
STAGE 3 CLOSE — Readiness Deep Dive
MODULE 6 - DIAGNOSING INEFFICIENCIES & FRICTION
Lesson 1 - What Makes a Good Automation Candidate
Lesson 2 - Value vs Readiness (Why ROI Lies Early)
Lesson 3 - Risk-First Thinking (Automation as Risk Multiplier)
Lesson 4 - Building a Sensible Automation Backlog
STAGE 4 CLOSE — Readiness-Based Prioritisation
MODULE 7 - AUTOMATION PRIORITISATION & DECISION DISCIPLINE
Lesson 1 — Why Tools Are the Wrong Starting Point
Lesson 2 What a “Well-Defined Automation Problem” Looks Like
Lesson 3 Separating Problems from Solutions
Lesson 4 — Designing Controls Into the Workflow
MODULE 8 — DEFINING VALUE, METRICS & GUARDRAILS
Lesson 1 Why Value Must Be Defined Before Automation Exists
Lesson 2 Choosing the Right Measures (Not Vanity Metrics)
Lesson 3 Baselines: The Missing Step That Breaks ROI
Lesson 4 Guardrails: Knowing When to Pause or Stop
STAGE 5 CLOSE — Automation Decision & Execution Discipline
After Stage 5: What Happens Next
Tayo Richards