Home / Processes / Transition and evidence
TR · 6 practicesTransition and evidence: Move from the 2019 Technical Report to the Intermediate profile and keep the file assessable.
The publication replaces a 2019 Technical Report. The useful work is not reading the new text when it appears; it is deciding now what in the firm's own process moves, and recording that decision so the file can be re-baselined.
What changes in our own process, and who owns the change?
The publication replaces a 2019 Technical Report. The useful work is not reading the new text when it appears; it is deciding now what in the firm's own process moves, and recording that decision so the file can be re-baselined.
What good looks like
Every practice in this theme has a named owner, a dated artefact and a recorded answer to its questions.
What goes wrong
The theme fails when the artefacts exist but nobody can produce them on request, or when the practice is claimed from memory with no record.
The 6 practices in this group
| Ref | Practice | Process | Basis | Evidence |
|---|---|---|---|---|
| TR-01 | Record the transition decision | Transition and evidence | our-reading | 3 |
| TR-02 | Compare current practice with the Intermediate profile | Transition and evidence | our-reading | 3 |
| TR-03 | Re-baseline work products and templates | Transition and evidence | our-reading | 3 |
| TR-04 | Retrain the roles that change | Transition and evidence | our-reading | 3 |
| TR-05 | Set the review and re-baseline trigger | Transition and evidence | our-reading | 3 |
| TR-06 | Keep the evidence file assessable | Transition and evidence | our-reading | 3 |
Work the process, not the document
Open one practice, answer its three questions, and attach the evidence it names. Then move to the next. The process is complete when every row has a named owner, a dated artefact and a recorded answer to the questions. That is a higher bar than a policy, and a lower bar than a certification.
The paid kit carries the same rows with the owner, due date and status columns already in place, and a dated plan that sequences the six groups across the 120 days to the planning date.
The transition kit, USD 149 one off.
The 40-practice register, the 120-item evidence index, the dated plan and the board brief, as PDF, CSV and XLSX. Five labelled rows are free on the specimen page.