Understand the work and decisions
Follow priority journeys, decision points and organisational constraints.
Design operating models, responsibilities and service governance around the work. Connect teams, technology and performance reviews to clear decisions and usable handoffs.
When decisions cross teams without clear ownership, a new system can reproduce the same friction. The operating model needs to define accountability, escalation and how performance is reviewed.
Access to business and service owners, representative workflows and the organisational constraints shaping the change.
Agree the scope, dependencies and responsibilities before work begins. Each workstream produces a defined output.
Follow priority journeys, decision points and organisational constraints.
Define services, roles, ownership, decision rights and escalation paths.
Identify role, process, capability and system changes. Sequence adoption and handover.
Agree service measures, review forums, issue management and change responsibilities.
An indicative delivery route. Sequencing and timing follow the scope, dependencies and business readiness. The stages below define the evidence needed to proceed.
| Stage | Practical work | Decision gate | Accountable roles |
|---|---|---|---|
| 01Understand | Map decisions, roles and handoffs. | Baseline agreed | Business sponsor |
| 02Design | Define services and decision rights. | Model accepted | Function owners |
| 03Prepare | Plan role changes, skills and support. | Transition ready | Change lead |
| 04Adopt | Introduce the model and validate handoffs. | Ownership confirmed | Team leads |
| 05Review | Use service evidence to improve the model. | Actions assigned | Governance forum |
Confirm the roles and authority at the start. Record important decisions, control evidence and the route for unresolved risks.
Explore the core governance pillarOriginal mockups, built to show the structure and level of detail. All records, roles and statuses are illustrative; these are not client results or live product screens.
Illustrative shared service / ownership at the handoff
The stages, decisions, owners and evidence connecting the recommendation to delivery.
The final pack reflects the agreed scope, with decisions, limitations, owners and next actions documented.
Establish the baseline and agree the measures before assessing improvement. These examples are discussion points, not promised results.
Time and effort needed to reach the right accountable decision.
Clear ownership, complete inputs and fewer repeated transfers.
Responsibilities understood and followed in routine and exception work.
Access to business and service owners, representative workflows and the organisational constraints shaping the change.
Discuss this priorityStart with the business priority, the constraints you face and the decisions worth addressing together.
Discuss your priorities