Worksheet · Operating Model Health Check
One list of work, one owner of the order
When the order of work follows one executive's calendar, the loudest request wins. This sheet puts the whole book of work on one visible list, ranked by written criteria. It builds the Competent step of the check:
One forum ranks the work against written criteria, and everyone can see what is queued, what is under way and what was declined.
Step 1. Write the criteria
| Criterion | What it means here | Weight |
|---|---|---|
| Value to customers or margin | ||
| Must do: safety, law or contract | ||
| Cost and effort | ||
| Fit with this year's priorities | ||
| e.g. Cost and effort | People-weeks from the teams asked to do it | 20% |
Step 2. The list
| Item | Asked for by | Cost and effort | Score | Status (queued, under way, declined) | Reason if declined |
|---|---|---|---|---|---|
Put the list where every team can read it. Show the cost next to each request, so the teams asking see what the work takes.
Step 3. Give the order one owner
| Forum that owns the order | Members | How often it meets | Where the list is published |
|---|---|---|---|
Scarce capacity is always rationed somehow. A forum with written criteria rations it in plain sight.
A business under 50 people: put all the work under way on one list everyone can see, ranked by a few written criteria. Let one person or one weekly meeting own the order.
Done when: one forum ranks the work against written criteria, and the list of queued, under-way and declined work is visible to everyone.
Adapted from our own shared-services operating model (PSP, 2008).
From the Operating Model Health Check. Your report links the sheet for each of its moves.