Operating-model case / 05 · Change authority & versioned evolution

Governing operating-model change after go-live

A fictional operating-model case: the transformation ended at go-live; the organization kept changing and the model did not.

Fictional scenario

Independently created. Contains no employer or client implementation detail, internal names or figures.

01The outcome

Every change is classified by operating-model domain, decided by its owner within a time limit, released as a versioned change, and reviewed for effect; exceptions feed the next review.

The reality

Two years after go-live, changes arrive as tickets to the platform team; nobody decides whether they change the operating model—so the configuration drifts.

Architecture question

Who may change which part of the operating model, with which evidence, and how is each change released?

Key decision

Run the operating model as a product with a versioned design, a change-authority matrix per domain, and a quarterly review that uses exceptions and variation as evidence.

ContextThe commercial platform went live and the project team moved on. Since then, requests arrive as tickets: a new field, a new approval, a new report, a local rule. The platform team implements what is asked. Stage definitions have drifted, three approvals overlap and nobody can say what the current operating model is.

Systems and partiesCRMChange backlogData platformVariation register

02The reality · current state

How the organization operates today.

  • Every change is a ticket; nobody asks which layer it changes
  • The platform team decides business questions by implementing them
  • Stage definitions have drifted from the original design
  • Overlapping approvals were added one request at a time
  • No version of the operating model is documented
  • Exceptions are resolved but never change anything

03Operating model

The design, layer by layer.

  1. 03Process

    Stage definitions versioned with the model

  2. 04Ownership

    A decision owner per domain—process, system, data, KPI, variation—named before any request arrives

  3. 05Systems

    The platform implements approved changes; it does not decide them

  4. 06Data

    A new field needs a data owner and the decision that will use it

  5. 08Governance

    Change authority per domain; time limits; a quarterly model review

  6. 09Measurement

    Each change carries the KPI it should move—and is reviewed against it

04Key dimension · Change authority & versioned evolution

A change lifecycle, and who may approve which change

Every request follows one lifecycle. What differs is who decides, which evidence is required and how long it may take.

  1. 01RequestAnyone, with a business owner

    States the problem, not the solution

  2. 02ClassifyOperating-model office

    Which domain: process, system, data, KPI, variation, exception

  3. 03DecideThe domain’s decision owner

    With the required evidence, within the time limit

  4. 04ImplementPlatform, process or data team

    In a versioned release

  5. 05ReviewDecision owner

    Did the KPI it named move?

Change types: authority, evidence and lead time
ChangeAuthorityEvidenceLead time
New fieldData owner for the conceptWhich decision will use itPer release
New or changed approvalDecision owner (with finance above policy)Risk being controlled; overlap checkNext quarterly review
Stage definitionGlobal process ownerAgeing and conversion dataNext quarterly review
Local ruleGlobal governanceVariation register entry4 weeks
New reportKPI definition ownerMetric contract and forumNext monthly forum

The first question for every ticket is “which layer does this change?”. Most drift came from changes nobody classified.

05Decision rights

Who decides what, with which evidence, within what time.

Decisions: who decides, approves and is consulted, evidence and time limit
DecisionDecidesApprovesConsultedEvidenceWithin
Classify a change requestOperating-model office—RequesterThe request’s problem statement5 working days
Release a new model versionGlobal governance—Domain ownersApproved changes and their impactQuarterly
Roll back a changeDomain decision owner—Platform ownerKPI moved the wrong wayNext release

06Governance

The forums that run and change the model.

Forums that run the operating model
ForumDecidesEvidence
Operating-model reviewQuarterlyModel version, core changes, variations to renew or retireException patterns, variation register, change effects
Change triageWeeklyClassification and routing to ownersNew requests

07The trade-offs

Credible options, judged against these premises.

Rejected

Platform team implements requests as they come

Very small organizations

Cost: Configuration drifts; business decisions made by admins
Rejected

Freeze the model after go-live

Stable markets

Cost: Workarounds grow outside the system
Selected

Versioned model with change authority per domain

Organizations that keep changing

Cost: An operating-model office and a review cadence

08The second layer

Questions that change the design.

Authority

  1. Who may change a stage, a rule, a field or a KPI?
  2. What evidence does each change need?
  3. Who can say no?

Release

  1. How is the model versioned?
  2. How are subsidiaries told what changed?
  3. How is a change rolled back?

Learning

  1. Which exceptions changed the model last quarter?
  2. Which changes moved their KPI?
  3. When is a variation retired?

09Decisions & outputs

What the work produces.

  1. 01Change-authority matrix
  2. 02Change lifecycle
  3. 03Model versioning
  4. 04Quarterly review agenda
  5. 05Exception-to-change loop
  6. 06Change effect review