Annex 2 – Summary matrix of pre and post-vesting transformation activity

Theme

Pre Vesting

Post Vesting

Housing Systems (e.g. HRA)

Data migration plan, shared requirements, procurement alignment

Target operating model refinement

Revenues & Benefits

Consolidation approach, system rationalisation roadmap

Final system migration and decommissioning

CRM / Customer Contact

Shared contact strategy, branding decisions, tech assessment

Long-term channel shift or full integration

Procurement

Shared frameworks for key spend areas (IT, estates)

Localised implementation and contract optimisation

Digital Infrastructure

Establish shared digital architecture principles, DPIAs

Unified data lake and predictive analytics

Community Engagement Structures

Governance design, early engagement with members/residents

Implementation and refinement based on local feedback

Culture & Workforce

OD strategy, early engagement, values and behaviours co-design

Full harmonisation of pay/T&Cs and workforce systems

Children’s and Adults’ Services

Agree shared delivery model principles, interim leadership continuity

Formal service redesign or co-location initiatives

Shadow Governance

Governance structures, programme PMO, legal frameworks

Delegations and long-term audit structures