TruNorth

30-Day Modernization Starter Worksheet

30-Day Modernization Starter Worksheet

Scope your first modernization move in 30 days.

A printable worksheet that walks you through the four steps from our recent Modernization without the chaos webinar. Name the problem, find the champion, set a baseline, and scope the fix.

Free. Printable. Fillable in any PDF tool.

What you get

A simple, practical worksheet for turning vague operational pain into a scoped first move.

Week 1

Name the problem

Write your problem in one sentence using the template.

Week 2

Find the champion

Pick your champion with a 4-point check that they are the right one.

Week 3

Set a baseline

Choose from five metrics so you can measure whether the fix worked.

Week 4

Scope the fix

Write your first fix in one paragraph, with a done-state check.

Self-check before you start, with five items.
Print-friendly format.
Fillable in any PDF tool.
Designed for small business owners and operators.

Who this is for

Small business owners

For leaders who know something is duct-taped together and want a concrete way to find the first move.

Operators

For people close enough to the work to see the friction, delays, rework, and recurring bottlenecks.

10–250

Growing teams

Built for businesses with roughly 10 to 250 employees that need practical modernization, not chaos.

Why we built it

We get the same question after every session we run: where do I start?

The honest answer is that the starting point is already in your business. You feel it every week. The worksheet is a quiet 30 minutes a week for four weeks to surface it, scope it, and name what done looks like.

You do not need a giant transformation plan to begin. You need one real problem, one champion, one baseline, and one scoped first fix.

Get the 30-Day Modernization Starter Worksheet

Name the problem, find the champion, set a baseline, and scope the fix. Four weeks. One concrete modernization move.

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