TIEx Challenge Review Toolkit
The Transformation and Innovation Exchange (TIEx) self-assessment tool provides a structured approach for councils to assess their performance against the critical success factors and key transformation characteristics of a high-performing local authority. Through a set of focused statements, TIEx enables teams to reflect on their current capabilities, identify areas for development, and highlight where additional support may be needed.
This toolkit is designed to help councils confidently deliver their own Transformation Challenge Review, a two-workshop process guided by the TIEx framework.
We’re pleased to have this toolkit endorsed by the Local Government Association (LGA)
This guide provides an overview on the details of a Transformation Challenge Review (TCR), outlining the key benefits and sharing insights from Local Partnerships that have conducted this review with specific councils.
It includes an overview of the core aims behind running two facilitated workshops, equipping you to lead your own transformation review using the Transformation and Innovation Exchange (TIEx) self-assessment tool developed by the Local Government Association (LGA).
Workshop 1 is focused on identifying your key priority areas and ranking them in order of importance, from high to low.
This guide outlines the core components of Workshop 1 within the Transformation Challenge Review process. It’s structured into three sections: preparation, facilitation, and post-workshop follow-up. It includes practical guidance on planning your session, such as a checklist, recommended stakeholders to involve, and step-by-step instructions for using the TIEx self-assessment tool via the LGA website.
This guidance is designed to be used alongside the Workshop 1 template and Priority Plan template, which support the effective delivery of the session.
Once Workshop 1 is complete, use this guidance to move into Workshop 2. The guide is structured into three sections: preparation, facilitation, and post-workshop follow-up. It includes practical advice on how to translate your discussions from Workshop 1 into the Workshop 2 template and how to shape a focused action plan.
This guidance should be used alongside both the Workshop 2 template and the action plan template, which supports the delivery of the session and follow-up activity.
TEMPLATES
Below are the templates designed to be used alongside the Workshop 1 and Workshop 2 guidance documents. Each template supports the effective delivery and follow-up of your Transformation Challenge Review sessions:
Workshop 1 template – Download
Use this template to facilitate Workshop 1. Refer to the Workshop 1 guidance for details on what information should be captured during the session.
Workshop 1 priority plan – Download
The goal of Workshop 1 is to identify and rank priorities based on the TIEx self-assessment. This template allows you to categorise priorities as high, medium, or low and easily filter to focus on your key areas.
Workshop 2 template – Download
Use this template during Workshop 2 to structure your discussions. The Workshop 2 guidance provides details on how to build on the outputs from Workshop 1.
Workshop 2 final action plan – Download
In Workshop 2, you’ll assign high-level actions to each key priority area. This template helps you document those actions, assign ownership, and set key dates to drive progress. It captures the outcomes of your discussions and forms the basis for ongoing transformation efforts.