Worksheet · Operating Model Health Check
One page on who decides
A delegations policy in a drawer does not stop decisions being re-opened. This sheet lists the ten decisions that matter and puts who recommends, decides and must be asked on one page. It builds the Competent step of the check:
For the ten decisions that matter most, one page says who recommends, who decides and who must be asked, and people follow it.
Step 1. The page
| Decision | Limit or threshold | Recommends | Decides | Must be asked first | Told after |
|---|---|---|---|---|---|
| e.g. Discount beyond the price list | Over 10% | Account manager | Sales director | Finance, on margin | CEO, monthly |
| Price changes | |||||
| Hiring a new role | |||||
| Capital spend | |||||
| Choosing a supplier | |||||
| Setting priorities for the year | |||||
One name decides each decision. Several people may be asked.
Step 2. Publish it and hold to it for a quarter
| Date published | Where people find it | Who explained it to their team |
|---|---|---|
Step 3. Log every decision that was re-opened
| Date | Decision | Who re-opened it | Was the page followed? | Page changed? |
|---|---|---|---|---|
The log shows whether people follow the page. Change the page when the log says so.
A business under 50 people: list the five decisions that matter most, such as a discount, a new hire or a large spend. For each, write who decides and who must be asked, and hold to it for a quarter.
Done when: the page covers the ten decisions that matter most, and a quarter's log shows people following it.
Adapted from our own future-state operating model (PJP, 2018).
From the Operating Model Health Check. Your report links the sheet for each of its moves.