When it comes to undergoing a transformation, having the right resources in place is crucial to success. Without the necessary resources, you’ll struggle to bring about the change you desire and may even end up sacrificing the quality of your outcome. So, how do you determine what resources you need for your transformation? This guide provides you with a step-by-step approach to help you assess your resource needs and ensure you have everything you need to bring about the change you want.

Step 1: Identify your goals and objectives

The first step in determining your resource needs is to identify your goals and objectives. What do you hope to achieve through your transformation? What are your end goals? Understanding what you want to accomplish will help you determine what resources you need to achieve those goals. For example, if your goal is to increase efficiency in your supply chain, you may need to invest in new technology, hire additional staff, or develop new processes.

Step 2: Conduct a resource assessment

Once you have a clear understanding of your goals and objectives, the next step is to conduct a resource assessment. This will help you determine what resources you currently have and what resources you’ll need to achieve your goals. This could include reviewing your current staff, technology, processes, and finances. You can also conduct surveys or focus groups to gather additional information about your current resources and what’s needed to achieve your goals.

Step 3: Develop a resource plan

Based on the results of your resource assessment, the next step is to develop a resource plan. This plan should outline what resources you need, how you plan to acquire them, and how you’ll allocate them to support your transformation. For example, if you need to invest in new technology, your resource plan might include the budget for that technology and a timeline for acquiring and implementing it.

Step 4: Prioritize resources

As you develop your resource plan, it’s important to prioritize the resources you need. Not all resources are created equal, and some may be more critical to the success of your transformation than others. For example, if you’re transforming your customer service process, having a knowledgeable and customer-focused team may be more important than having the latest technology. Prioritizing your resources will help you make the most of your resources and ensure you have what you need to achieve your goals.

Step 5: Monitor and adjust as needed

Finally, it’s important to monitor your resource plan and make adjustments as needed. Transformation is an ongoing process, and your resource needs may change as your goals and objectives evolve. Regularly reviewing your resource plan and adjusting it as needed will help you stay on track and ensure you have the resources you need to achieve your goals.


Let’s consider a company that wants to transform their sales process to increase their revenue. They determine that their goal is to increase their sales by 25% within the next year. After conducting a resource assessment, they determine that they need additional sales staff, new sales technology, and training for their current sales team. They develop a resource plan that includes hiring additional sales staff, purchasing a new CRM system, and providing sales training. They prioritize the resources based on their impact on the goal of increasing sales. They allocate the majority of their budget towards hiring additional sales staff and purchasing the new CRM system, as they believe these two resources will have the greatest impact on increasing sales. Finally, they regularly review their resource plan and make adjustments as needed.

To summarize, the process of determining the resources needed for a successful transformation involves considering the scope of the project, identifying the skills and capabilities required to achieve the desired outcome, evaluating existing resources and capabilities, and making a plan for acquiring any additional resources that are needed. By following these steps and continually re-evaluating resource needs as the transformation progresses, organizations can ensure they have the resources they need to successfully execute their transformation plan.

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