Operating Model Assessment, Design & Roadmap Report Generation
Service Summary
Assessment of current mode of operation – identification of problems – creation of high level change roadmap to adjust towards new modes of operation
Typical Benefits
- Current State visibility – Creates a documented baseline of processes, roles, systems, and performance metrics. Enables informed decision-making by making hidden dependencies, bottlenecks, and variances visible.
- Identification of critical problems – Prioritises the most impactful issues for remediation. Detects failure points and areas of weakness or concern.
- Strategic Goal Alignment – Ensures operational changes support business objectives and KPIs. Links tactical improvements to strategic outcomes so investments yield measurable returns.
- Resource optimization – Allocates people, budget, and technology more effectively. Identifies where to reassign or invest resources to maximize productivity.
- Stakeholder buy-in – Builds consensus through clear problem statements collection through collaboration. Transparent assessment and roadmap increase trust and make it easier to secure approvals and cross-functional cooperation.
Overview
Depending on the engagement and client requirements – a review and selection from the below menu options :
Define scope and objectives – Clarify services, processes, functions, geographies, and success criteria for the assessment.
Establish governance and stakeholder map – Set sponsor, steering group, SME roster, and communication channels.
Gather background materials – Collect org charts, process maps, service catalogues, policies, metrics, systems inventory, and recent performance reports.
Conduct stakeholder interviews and workshops – Interview leaders, process owners, frontline staff, and partners to capture pain points, constraints, and aspirations.
Map current-state operating model – Document processes, roles, decision rights, information flows, technology, locations, and cost structure.
Assess capabilities and performance – Evaluate people, processes, technology, data, and metrics against required maturity and strategic objectives.
Identify pain points and causes – Prioritize issues by impact, frequency, and risk; perform root-cause analysis for critical problems.
Define target-state principles and design choices – Establish guiding principles (e.g., centralize vs. decentralize), target organization, processes, technology enablers, and governance model.
Conduct gap analysis – Map differences between current and target states across capabilities, skills, systems, and costs.
Develop high-level change roadmap – Sequence initiatives, define workstreams, key milestones, dependencies, quick wins, and estimated effort.
Define benefits, KPIs, and business case – Quantify expected benefits, metrics to track, and rough cost/ROI estimates.
Create implementation and transition plan – Detail phased rollout, resource requirements, risk mitigation, and fallback plans for continuity.
Plan change management and communications – Prepare stakeholder engagement, training, role changes, and adoption activities.
Establish governance for delivery and sustainment – Define decision forums, performance reviews, and continuous improvement loops.
Review, validate, and refine with stakeholders – Socialise findings, incorporate feedback, and finalize the assessment outputs.
Service Delivery Experts
Our Requirements of You
Depending on the engagement and client requirements – a review and selection from the below menu options :
- Executive sponsor and clear decision authority
- Defined scope, objectives, and success criteria expected
- Access to relevant stakeholders (leaders, process owners, frontline staff) and commitment to interview/workshop participation
- Availability of subject-matter experts for timely inputs and clarifications
- Access to documentation: org charts, process maps, SOPs, policies, service catalogs, SLAs, contracts
- Access to performance data and metrics: KPIs, throughput, costs, incident logs, capacity/utilization data
- Systems and tools access or designated IT contacts for technical inventories and integration information
- Permission to observe or shadow operational activities where needed
- Assignment of a Single point of contact (project manager) for coordination and scheduling
- Secure workspace and collaboration tools (shared drives, whiteboards, workshop rooms, video conferencing)
- Timely response windows for queries and document requests
- Defined governance and escalation paths for decisions and approvals
- Budget visibility and clarity on funding constraints for recommended changes
- Constraints and regulatory/compliance requirements to consider
- Change management and communications resources or contacts
- Timeline expectations and any blackout periods or business-critical windows
- Data privacy, confidentiality, and security requirements (NDAs if required)
- Agreement on deliverables, formats, and review/approval cycles
- Commitment to provide feedback and participate in validation sessions
- Acceptance criteria for success and handover requirements for implementation teams
Our Commitments to You
Depending on the engagement and client requirements – a review and selection from the below menu options :
- Timely kickoff and a single dedicated engagement lead for coordination and progress updates
- Agreed scope, objectives, success criteria, and delivery schedule documented upfront
- Confidential handling of data and adherence to any required NDAs or security standards
- A baseline current-state assessment including process maps, org design, technology inventory, and capability gaps
- Prioritized pain points and root-cause analysis tied to business impact and risk
- Target-state design principles and high-level operating model options aligned to strategy
- Gap analysis mapping changes required across people, process, technology, and governance
- A sequenced, high-level change roadmap with workstreams, key milestones, quick wins, dependencies, and estimated effort
- Quantified expected benefits, KPIs, and a business-case summary (cost/benefit where applicable)
- Implementation and transition guidance including risk mitigations and continuity considerations
- Stakeholder validation workshops and documented feedback incorporation rounds
- Clear deliverables (assessment report, roadmap, presentation decks, and supporting artifacts) in agreed formats
- Knowledge transfer sessions and handover materials for your implementation teams
- Post-delivery follow-up session to address questions and recommend next steps
- Detailed implementation planning, cost estimates, or vendor selection support
- Ongoing program/PMO support during execution
- Customized training or change-management execution services
Our committment is:
- Production of clear and truthful material to enable decision making – myth busting
- Production of deliverables aligned to the agreed scope and timeline
- Production of un-biased material
- To work with you, your people and obtain stakeholder buy-in
- To protect your data and confidentiality at all times
- To produce roadmaps which are achievable – not over ambitious for your organisational needs
Deliverables
- Project initiation pack (scope, objectives, stakeholders, governance, schedule)
- Stakeholder interview and workshop materials (agendas, questionnaires, slide decks)
- Collected documentation index (inventory of org charts, process maps, policies, SLAs, metrics, systems)
- Current-state operating model dossier (process maps, org design, decision rights, information flows, tech landscape)
- Capability assessment report (people, skills, processes, technology, data maturity)
- Pain-points register and root-cause analysis (prioritized by impact and risk)
- Target-state design principles and operating model options
- Gap analysis (current vs target across people, process, technology, governance, locations, costs)
- High-level change roadmap (workstreams, sequencing, milestones, dependencies, quick wins)
- Implementation/transition overview (phasing approach, resource requirements, risks, mitigation)
- Benefits case and KPI framework (expected benefits, measurement plan, rough cost/ROI)
- Review and validation workshop outputs (feedback log, updated artifacts)
- Final assessment report and executive summary presentation
- Handover pack and knowledge transfer materials (role descriptions, RACI, templates)
- Optional detailed implementation plan or vendor/technology shortlist (if requested)
- Post-delivery follow-up report or recommended next steps (after-action observations)
Available Service Engagement Models
*This service may be engaged via multiple engagement model options to provide maximum flexibility.
Network Units
Network Units enable complete flexibility around any engagement. When using Network Units, clients can swap and change delivery experts, scope and duration of engagements in a frictionless manner with very little notice, in line with the quantity of Network Units purchased. Network Units can be purchased in blocks of any size and at any time and are billed in full at point of purchase.
Project Based Engagement
Project based engagements operate on the basis of agreeing work and any outcomes or milestones for delivery in advance of commencement of any engagement in a ‘Statement of Work’. Prices are fixed for the agreed deliverables and should changes be required, these may incur changes to delivery costs. Payment for Project Based Engagements are agreed on a case-by-case basis, giving consideration to risk, contract value, client payment history, relationship longevity and duration.