Resources
Ideas, evidence, and tools for governing transformation.
The firm's podcast, speaking, essays, publications, and downloads: the thinking behind the practice, gathered in one place.
Podcast
Conversations on governing transformation.
The people and ideas behind transformations that hold, and the ones that don't. New episodes on governance, leadership, and executive decision-making.
Episode
When governance, not technology, decides the outcome
How leadership discipline separates transformations that hold from the ones that don't.
Episode
Reading a program honestly, before the post-mortem
The early signals that a major initiative is drifting, and what executives can do about them.
Speaking
Keynotes, panels, and executive briefings.
Jerri speaks to boards, executive teams, and industry audiences on governing transformation: why major initiatives fail, and the leadership discipline that changes the outcome. Available for keynotes, panels, and private executive sessions.
Keynote
Why transformation is a leadership problem
A keynote on the governance discipline that separates transformations that hold from the ones that don't.
Workshop
Governing the initiative you can't afford to lose
An executive session on decision rights, risk visibility, and accountability across a major program.
Booking
Invite Jerri to speak
Share the audience, format, and date, and we'll follow up to shape the session.
Transformidable
Essays and frameworks, in depth.
The firm's writing hub: long-form thinking on governance, transformation, and why leadership determines outcomes.
Essay
Why transformation is a leadership problem
The case for treating governance as an active executive discipline.
Framework
The five stages of governing transformation
A field guide to the Transformidable Governance Method.
Publications
The thesis, on the record.
Books and long-form work that put the argument in writing.
Book
[ Book title ]
The published work that puts the thesis on record: why enterprise transformations fail, and what leadership can do about it.
Downloads
Executive-ready tools.
Briefs, frameworks, and overviews you can share with your leadership team. Filter by sector for guidance tuned to your organization.
Overview
Executive Governance Overview
How governance works around a major initiative, at a glance.
General
Checklist
Board Checklist
Board-level questions for overseeing a major technology program.
General
Checklist
Governance Readiness Checklist
Assess governance readiness before you commit.
General
Checklist
AI Governance Checklist
A checklist for governing AI adoption with the right oversight.
General
Guide
Steering Committee Guide
How to run a steering committee that actually governs the work.
General
Checklist
Transformation Readiness Checklist
Gauge whether your organization is ready to take on a major initiative.
General
Guide
Vendor Governance Guide
Keeping implementation partners accountable to leadership.
General
Overview
Executive Governance Overview
Governing transformation in mission-driven institutions.
Higher Education & Nonprofit
Checklist
Board Checklist
Board and trustee oversight questions for higher-ed and nonprofit programs.
Higher Education & Nonprofit
Checklist
Governance Readiness Checklist
Readiness questions tuned to higher-ed and nonprofit governance.
Higher Education & Nonprofit
Overview
Executive Governance Overview
Governing a core or technology program at a credit union.
Credit Unions
Checklist
Board Checklist
Board and supervisory-committee oversight for credit union programs.
Credit Unions
Checklist
Governance Readiness Checklist
Readiness questions tuned to credit union governance.
Credit Unions