Use this template to document every critical aspect of the carve-out’s future operating model. Populate each field once the design decisions are agreed and obtain Steering Committee sign-off before detailed implementation planning begins.
Purpose and Strategic Anchors
- State the TOM’s objective in one sentence.
- List the top three strategic priorities the design must enable (for example: customer intimacy, cost leadership, digital innovation).
Organization Structure Snapshot
- Provide a one-page org chart (Level 1–3).
- Record total headcount and SG&A budget assumptions.
- Identify open leadership roles and target hire dates.
End-to-End Process Landscape
- Enumerate the core value streams (order-to-cash, procure-to-pay, record-to-report, etc.).
- Assign process ownership to functions or roles.
- Flag any processes temporarily covered by TSAs.
Technology Architecture
- List primary systems for ERP, HCM, CRM, data analytics, and cybersecurity.
- Note whether each system is new, migrated, or temporarily provided via TSA.
- Include planned go-live dates and high-level integration points.
Governance and Decision Rights
- Define the governance forums (daily huddles, weekly operational review, monthly performance board).
- Specify decision-making authority for investments, pricing, hiring, and risk escalations using R-A-C-I tags.
Service-Level Standards
- Capture the key operational KPIs with baseline targets for Day 1.
Example metrics:
– Order accuracy ≥ 99.5 %
– On-time supplier payment ≥ 95 %
– IT system uptime ≥ 99.8 % - Note the data source and reporting cadence for each KPI.
People and Culture Enablers
- Summarize critical capabilities to recruit or develop (digital marketing, supply-chain analytics, Lean operations).
- Highlight culture themes and leadership behaviors to reinforce during onboarding.
- Outline the first-year learning and development roadmap.
Risk and Compliance Framework
- List top operational risks with mitigation owners.
- Confirm required certifications, licenses, and regulatory filings.
- Specify internal-control standards (SOX, ISO 27001, GDPR, etc.).
Implementation Roadmap
- Break the journey into three waves.
Wave 1: Day 1 minimum viable operations.
Wave 2: TSA exits and efficiency gains.
Wave 3: Strategic growth and optimization initiatives. - Provide milestone dates, budget ranges, and accountable leads for each wave.
Approval and Change Control
- Capture sign-offs from the CEO, CFO, and PMO Lead with date stamps.
- Describe the process to log and approve any future TOM changes (template reference, owner, approval threshold).
Complete this blueprint before launching cutover rehearsals. Update the document after each major milestone to keep all teams aligned on the target state and the path to reach it.
