ReadinessCompass PMO tool
Transformation RAID Log
Use the Transformation RAID Log to capture risks, assumptions, issues, and dependencies, track delivery health, and generate AI-powered steering reports for transformation governance.
What The RAID Log Helps You Manage
The RAID log gives transformation teams one structured place to manage risk and issue management, dependency visibility, project governance, and steering committee readiness.
Risks
Track possible future events that could affect delivery, adoption, cost, quality, compliance, or timeline.
Assumptions
Record conditions the team is treating as true and define how they will be validated.
Issues
Capture current problems, owners, root causes, resolution plans, and escalation needs.
Dependencies
Manage commitments needed from other teams, systems, suppliers, decisions, or milestones.
Core outcome: a steering-ready RAID log that powers live summary cards, charts, overdue tracking, decision watchlists, escalation lists, Excel import/export, and AI RAID analysis.
Two Ways To Work
Online workflow
Add or edit RAID items directly in the browser. This is best for weekly PMO updates, steering-prep reviews, and quick changes during workstream meetings.
Offline Excel workflow
Download the RAID Excel template, fill it in offline, and import it into the tool. This is best for bulk updates and consolidating input from workstream leads.
How To Add A RAID Item
Add an item
Click + Add item in the online PMO tool. A new editable row appears in the RAID table.
Choose the type
Select Risk, Assumption, Issue, or Dependency so the right fields and governance logic apply.
Complete core fields
Enter the RAID ID, title, description, owner, status, priority, due date, decision flag, escalation flag, and next action.
Review the dashboard
The KPI cards and charts update automatically so the PMO can spot high exposure, overdue items, decisions, and escalations.
| Field | What to enter | Example |
|---|---|---|
| RAID ID | Use consistent prefixes such as R, A, I, and D. | R-004 |
| Owner | The person or role accountable for driving the item. | Data Migration Lead |
| Status | The current state of the item. | Open, In Progress, Monitoring, Escalated, Closed |
| Due date | The date for decision, mitigation, validation, or resolution. | 2026-07-15 |
| Next action | The immediate next step needed to move the item forward. | Confirm cleansing capacity by Wednesday. |
Type-Specific Fields
Risk fields
Risk response, trigger condition, and contingency plan.
Assumption fields
Assumption statement, validation approach, validation owner, validation due date, confidence level, and consequence if false.
Issue fields
Issue root cause and resolution plan.
Dependency fields
Depends on, needed by date, provider owner, receiver owner, dependency status, and impact if delayed.
Severity, Overdue Items, And Dashboard Health
For risks, severity is calculated as Likelihood × Impact. The scoring is deliberately simple so PMO teams can explain the dashboard during steering preparation.
| Severity score | Severity band | Steering use |
|---|---|---|
| 1-4 | Low | Monitor through normal workstream rhythm. |
| 5-9 | Medium | Check owner, date, and next action. |
| 10-15 | High | Review mitigation and sponsor visibility. |
| 16-25 | Critical | Prepare steering action, decision, or escalation. |
Filter, Search, And Prepare Steering Views
Use search and filters when the RAID log grows. Search by RAID ID, owner, workstream, migration, cutover, vendor, data quality, or any other text. Then filter by type, status, severity, and overdue state to focus the steering conversation.
Dashboard and charts
Use live cards and distribution charts to see the balance of risks, assumptions, issues, and dependencies, and to identify where high or critical exposure is clustering.
Decision and escalation watchlists
Before governance meetings, focus on overdue items, decisions required, escalations, and high-priority items with weak next actions.
Excel Template Workflow
The RAID template is useful when workstream leads need to collect or review items offline before importing them into the PMO tool.
Download template
Use the gated download button to receive the RAID Excel template by email.
Edit in Excel
Keep headers unchanged, use consistent RAID IDs, avoid unnecessary personal data, and save as .xlsx.
Import Excel
Upload the completed file into the online RAID log and let the table, cards, and charts recalculate.
Verify import
Check item count, RAID IDs, type values, status values, due dates, high/critical counts, and owner coverage.
AI RAID Analysis
The AI RAID analysis turns your current RAID log into a practical summary or weekly steering report. It can cite actual RAID IDs, highlight top attention items, identify decision and escalation needs, and compare the current state against the previous cached AI analysis.
Quick summary
Use this when you need a short PMO readout on current health, top risks and issues, overdue items, and immediate next actions.
Weekly steering report
Use this for a fuller governance narrative with watchlists, clusters, recommended actions, data-quality checks, and sponsor questions.
The cached comparison is a practical baseline, not an audit-grade snapshot. The current RAID log is always the source of truth.
Export, Backup, And Print
Export early and often. Because the tool stores RAID data in your browser unless you export it, save an Excel backup at the end of every working session and before major steering reviews.
| I want to… | Do this |
|---|---|
| Add many items | Download template, edit in Excel, then import Excel. |
| Back up my RAID log | Export Excel and save a dated copy. |
| Prepare a PDF | Apply filters, expand important rows, generate AI analysis if needed, then use Print / PDF. |
| Share the log | Export Excel and send the .xlsx file to colleagues. |
FAQ And Troubleshooting
My data disappeared. What happened?
The tool uses browser local storage. Re-import your latest Excel export and export a backup at the end of each session.
Why does the dashboard look wrong?
Check status, due date, decision required, escalation required, likelihood, impact, and severity values.
Why is an item overdue?
An item with a past due date is overdue unless its status is Closed.
Why did import fail?
Use an .xlsx file, keep the header row unchanged, avoid removed columns, and make sure the file is not locked by Excel.
Why does the AI panel show Mock mode?
The backend is available, but a live LLM key is not configured. The output shows the expected report structure.
How do I share my RAID log?
Export Excel and share the .xlsx file. The recipient can review it in Excel or import it into the tool.
Build A Steering-Ready RAID Log
Use the online PMO tool for live updates, or start with the RAID Excel template when you need structured workstream input before import.