Procurement Transformation Toolkit

Design Your
Operating Model
End to End

A complete toolkit for designing, documenting and presenting your operating model — from vision & taxonomy through to roles, risk and the roadmap.

16 Design Modules

15+ PPTX Export Types

4 Starter Templates

∞ Customisation

Design Modules Click any module to open it

👁

Vision & Guiding Principles

Define your procurement vision, set word choices and establish the operating model principles.

Open →

🔄

Reasons for Change

Map current state challenges to future state outcomes and define the transformation themes.

Open →

🗂

Taxonomy

Build your 4-level process taxonomy — L1 domain through L4 sub-process activities.

Open →

📊

Category Scope

Map L1/L2 spend categories to procurement coverage and define the make vs buy delivery model.

Open →

💡

Capabilities

Map strategic, operational and enabling capabilities with current maturity levels.

Open →

🔁

Process Flows

Document and design the core procurement process flows from P2P to category.

Open →

📊

Data Requirements

Identify the data inputs and outputs across procurement activities and systems.

Open →

⚖️

Governance

Define decision rights, governance forums, KPI targets, MSP SLAs and the policy register.

Open →

🖥

IT Enablement

Map the technology landscape, system integrations and digital enablement roadmap.

Open →

🏢

Organisation Design

Design the structure, reporting lines and team configuration for your function.

Open →

👤

Roles & Responsibilities

Define each role, RACI responsibilities and capability requirements across the team.

Open →

👥

FTE Requirements

Size the team — model headcount requirements by role and business unit.

Open →

📣

Change Management

Plan stakeholder engagement, communications, training and readiness activities.

Open →

⚠️

Risk Register

Identify, score and mitigate the key risks to your operating model transformation.

Open →

🗺

Implementation Roadmap

Build the phased roadmap — workstreams, milestones and quick wins by quarter.

Open →

⚠

Issue Tracker

Track project issues, assign owners from the project team, and monitor resolution.

Open →

📋

GCC RFP

Build and export the RFP for your Global Capability Centre procurement.

Open →

All data is stored in-browser. Export a workbook backup regularly via the Dashboard. ⚙ Settings & Templates →

📊 Operating Model Dashboard

Live status across every design module. Click any card to navigate directly to that section.

—

Overall Completion

Sections with at least one item count as In Progress; fully configured sections count as Complete.

— Complete — In Progress — Not Started

How scoring works: Each module card shows a completion percentage based on the data entered. Vision requires a statement with 2+ words and 5+ guiding principle pairs selected. Taxonomy needs 10+ items. Category Scope needs managed % on all categories. Capabilities need current + target ratings. Process needs 5+ steps. Data needs 5+ objects. Governance counts policies + KPIs + SLAs (5+ total). IT needs 5+ systems. Org needs 5+ roles. Roles needs 3+ definitions. FTE needs current + target on all functions. Roadmap needs 3+ workstreams. Change Management needs stakeholders, comms, and training entries. Risk needs 3+ items. Issue Tracker needs 3+ issues. Decision Log needs 3+ entries. RFP needs 5+ activities. The overall ring sums complete (100%) + in-progress (50%) modules.

S2P Operating Model Workbook

Load your Operating_Model_Data.xlsx to populate all sections at once, or save all current section data back to a single workbook.

Section Load Status

Vision —

Guiding Principles —

Taxonomy —

Category Coverage —

Make vs Buy —

Capabilities —

Process —

Data Register —

Data Quality —

Policy Register —

Decision Rights —

Gov Forums —

Gov KPIs —

IT Systems —

IT Automation —

IT Cap Map —

Org Current —

Org Future —

R&R Roles —

R&R RACI —

FTE Requirements —

Operating Model Canvas

Auto-generated single-page summary of your entire operating model. Each pillar pulls live data from the relevant modules. Add key messages to tell the story behind the numbers.

Cross-Module Recommendations

Contextual insights based on data patterns across all design modules.

Click Refresh to generate recommendations...

Reasons for Change

Define the transformation themes — mapping current state challenges to future state outcomes.

Current & Future State

Select the transformation themes most relevant to your operating model.

▶

Current State

Future State

S2P Operating Model Workbook

Load your Operating_Model_Data.xlsx to populate all sections at once, or save all current section data back to a single workbook.

Section Load Status

Vision —

Guiding Principles —

Taxonomy —

Category Coverage —

Delivery Model —

Capabilities —

Process —

Data Register —

Data Quality —

Policy Register —

Decision Rights —

Gov Forums —

Gov KPIs —

IT Systems —

IT Automation —

IT Cap Map —

Org Current —

Org Future —

R&R Roles —

R&R RACI —

FTE Requirements —

Process Taxonomy

Build and manage your 4-level process hierarchy. Double-click any label to edit it.

Upload CSV

Level 1: 0 Level 2: 0 Level 3: 0 Level 4: 0

A well-structured process taxonomy is the backbone of your operating model. It defines what Procurement does, guides role design, enables process maturity assessment, and drives continuous improvement. These principles help you build one that holds up under scrutiny.

Tip 1

Align to a reference framework

Reference established frameworks like APQC PCF or SAP S/4HANA process maps before customizing. Starting from scratch without a reference creates gaps and makes benchmarking impossible.

Tip 2

Make processes mutually exclusive

Each activity should belong to exactly one process. Overlapping process boundaries create confusion about ownership, handoffs, and accountability — especially in RACI assignments.

Tip 3

Design end-to-end, not functionally

Organize around outcomes and flows, not org chart silos. A process like "Source to Contract" should span from need identification through award, crossing any internal functional boundaries.

Tip 4

Use a consistent naming convention

Pick one style and stick to it across every level. Noun-form ("Supplier Onboarding") and verb-noun-form ("Onboard Supplier") are both valid — but never mix them within the same level of the hierarchy.

Tip 5

Calibrate granularity to purpose

L4 activities should be granular enough to assign to a role and measure with a KPI, but no more granular than that. If an activity cannot be owned or measured, it belongs inside a higher-level process.

Tip 6

Plan for technology alignment

Map your L3 and L4 processes to system modules (e.g., sourcing tool, P2P platform, contract repository). This makes it easier to identify automation opportunities and articulate the case for technology investment.

A 4-level process hierarchy gives you the right balance: strategic legibility at the top and enough operational precision at the bottom to assign ownership, map to systems, and measure performance.

Level 1 — Process Domain

Broadest grouping

3–6 top-level groupings that define the major end-to-end process areas of the function. These map to the CPO’s organizational agenda and appear on operating model overviews and board-level presentations.

e.g. Strategic Sourcing, Procurement Operations, Supplier Management, Risk & Compliance

Level 2 — Process Group

Logical cluster

A coherent cluster of related processes within a domain. L2 is the primary unit for scoping transformation workstreams, assigning process owners, and measuring maturity. Typically 3–6 groups per domain.

e.g. Category Management, Sourcing Execution, Contract Management, Purchase-to-Pay

Level 3 — Process

Manageable unit of work

A discrete, named process with a clear trigger, output, and owner. L3 is the primary unit for RACI assignment, SLA setting, and system mapping. Each L3 should be something a role can meaningfully “own.”

e.g. Supplier Qualification, RFx Management, Contract Drafting, Purchase Order Processing

Level 4 — Activity

Most granular

A specific task or step within a process. L4 activities are granular enough to map to a job step, a system transaction, or an individual workflow action. Use sparingly — only where the detail adds genuine design or measurement value.

e.g. Issue RFQ, Score Supplier Responses, Obtain Legal Sign-off, Release PO to Supplier

Taxonomy Review

Category Scope & Delivery Model

Define your L1/L2 spend categories, map procurement coverage to your process taxonomy, and set delivery model (Make vs Buy) for each category.

Category Coverage Register

Enter L1/L2 spend categories, annual spend, and map which process taxonomy L2s currently cover each category vs. what is out of scope.

No process taxonomy loaded — build your taxonomy first to enable L2 coverage mapping.

No categories added yet. Click + Add Category to start.

Make vs Buy — Delivery Model

For each spend category define the delivery model (BU, Corp, GCC or MSP) for current and target state across each process area.

Add categories in the Coverage Register tab first — they will appear here automatically.

Capability Assessment

Assess capability groups and items across People, Process and Technology — with Current, Go-live and Long-term milestones. Groups show rolled-up averages.

Capability Group Level

Item Level (auto)

Scale

–

Dimension 1

Dimension 2

Dimension 3

Markers:

Current

Go-live

Long-term

| Groups show rolled-up averages (unweighted, rounded to nearest integer)

📋 Work Inventory H/M/L effort to close capability gaps ▼

📋 5b Work Inventory

H/M/L effort required to close capability gaps, organised by dimension and phase. Override effort ratings and add notes.

Open this panel from the sidebar to generate the work inventory from your capability data.

Load Process Data

Upload an Excel (.xlsx) file and select the sheet that contains your process steps. The sheet should have columns: Step ID, Process Step Description, Next Step ID, Shape Type, Function, Phase, Connector Label.

Choose File No file selected

Filter to an L4 Process

Use the cascading dropdowns to narrow down to a single L4 process. Each selection filters the options below it.

Status

Classification

Level 1

Level 2

Level 3

Level 4

Swimlane Process Map

Data Requirements

Define the ERP master data objects that procurement processes consume and produce. Map data to processes, assess quality, and assign governance ownership.

—Data Objects

—Good Quality

—Needs Attention

—Process Mapped

Click any cell to cycle: — Not used → ← Input → → Output → ⇄ Both

Score 1–5 per dimension. Current / Target. Blue bar = current, orange line = target. Gap drives remediation priority.

IT Enablement

Catalogue your procurement technology landscape, map systems to capabilities, identify automation opportunities, and assess data & analytics maturity.

—Systems Catalogued

—Live

—Planned / In-Flight

—Automation Opportunities

Priority is automatically derived from Value vs Effort: High Value + Low Effort = High Priority. Use this to build your automation backlog and roadmap.

FTE Requirements

Model procurement staffing needs by function. Upload your current headcount, run the volume driver calculator, and compare against industry benchmarks.

—Current FTE

—Target FTE

—Benchmark Mid

—Gap (Target − Current)

📂

Upload Current State Headcount

Click to upload a CSV or Excel file with columns: Function, Current_FTE (or Headcount). Optional: Level, Type.

Volume Drivers

Sourcing Events / Year

Spend Under Management ($M)

Active Suppliers

POs Processed / Year

Contracts Executed / Year

Total Procurement Team Size

Derived FTE Requirements

Enter volume drivers on the left to calculate FTE requirements.

Headcount plan by role. Roles are sourced from Roles & Responsibilities. Add roles there to populate this table.

Role	Department	Current FTE	Target FTE	Gap	Notes
No roles defined yet. Add roles in the Roles & Responsibilities section.

Benchmark Assumptions

Ratios used in the Volume Calculator and FTE Model ranges. Edit to reflect your industry or peer data.

Enter your organisation details to position against benchmarks

Total Company Employees

Total Managed Spend ($M)

Annual Savings Realized ($M)

Org Structure

Design current and future state organizational structures. Supports BU, Corp, GCC and MSP role types (rename in Settings). Pan & zoom, grid edit view, search, collapse/expand, and Current vs Future diff mode included.

Operating Model:

Center of Excellence — strategic expertise hub with distributed execution

🏛 CoE Design Best Practices▼

Clearly separate strategic work (CoE) from transactional execution (operations) — dual accountability leads to gaps.

CoE should be small and expert-heavy — typically 10–15% of total procurement headcount, focused on category strategy and standards.

Establish a governance forum between CoE leads and business stakeholders — a monthly steering group prevents CoE from becoming ivory-tower.

Invest in knowledge management infrastructure: category playbooks, sourcing templates, and market intelligence repositories.

CoE roles should have rotational options or clear career ladders to prevent siloing and loss of operational credibility.

Define clear RACI between CoE and operational procurement — who approves strategy, who executes sourcing events, who manages suppliers.

📋 MSP Model Best Practices▼

Always retain strategic sourcing, governance, and supplier relationship management internally — these cannot be outsourced without losing strategic control.

Define SLAs and KPIs upfront: cycle time, savings delivery rate, contract compliance, and user satisfaction scores.

Build a governance cadence: weekly operational review, monthly performance scorecard, quarterly strategic review with MSP leadership.

Retained team is typically 15–25% of a fully insourced equivalent — right-size it based on strategic coverage required, not just headcount reduction.

Protect institutional knowledge: require documented category strategies, supplier portfolios, and playbooks as MSP contract deliverables.

Plan for re-insourcing risk — MSP transitions are expensive. Maintain capability documentation so you can transition back if needed.

🔗 Hybrid Considerations▼

Define clear ownership handoff points between retained and MSP layers — ambiguity at the boundary creates gaps and finger-pointing.

Avoid dual accountability: each category or process should have a single owner — either retained or MSP, not both.

Governance overhead increases significantly in hybrid models — budget for a dedicated MSP Governance role and governance tooling.

Monitor for shadow procurement — business units may bypass the hybrid model entirely if it creates friction. Measure compliance rates.

📊 Span & Layer Guidelines▼

Target span of control: 5–8 direct reports per manager for knowledge work procurement roles.

Maximum recommended org layers: 4 for orgs under 50, 5 for 50–150 staff, 6 for 150–300 staff.

Flat structures improve agility but require higher individual contributor capability and strong lateral coordination.

Deep hierarchies slow decision-making — audit your layer count whenever the org grows more than 30% through acquisition.

VP/Director ratios: typically 1 VP per 30–50 staff in procurement functions. Above this, consider whether spans need adjusting.

▶ = click to expand/collapse Click node to edit

100%

vs Future state: Removed in future Title/type changed Unchanged

Click Load Template to start from a pre-built structure, or + Add Role to build from scratch

Roles & Responsibilities

Define roles, build a RACI matrix against your taxonomy, create job descriptions, then export to PPTX, Excel, or Word.

What is RACI?

▾

R — Responsible A — Accountable C — Consulted I — Informed

R (Responsible) — does the work. A task can have more than one R, but avoid spreading ownership too thin.
A (Accountable) — ultimately answerable, approves the output. There must be exactly one A per row.
C (Consulted) — provides input before decisions are made. Requires two-way dialogue.
I (Informed) — kept updated after decisions. One-way communication only.
Every row must have at least one R and exactly one A. The A may also hold R.
Minimize the number of Rs per row — diffused responsibility often means no responsibility.
If a role has only I assignments throughout, question whether it belongs in the matrix.
Validate the completed matrix with representatives from every role before publishing.
Click any cell to cycle it: blank → R → A → C → I → blank. The colored dot on each row shows completeness.

Best Practices: Role Names

▾

Name roles by function, not by person — the matrix should survive team changes.
Pick one convention (job titles or descriptive labels) and apply it consistently throughout.
Consider four natural tiers: Executive/Governance, Category/Strategic, Operational/Tactical, Business Stakeholder.
If multiple people do the same job, list the role once (e.g. "Regional Buyer" covers all regional buyers).
Keep names to 2–4 words. Long names break the matrix layout and reduce readability.
Avoid internal acronyms that business stakeholders outside procurement may not recognize.
Distinguish shared-service roles from embedded/business-unit roles to show where accountability sits.
Design for future-state — use the roles you want to have, not just the ones that exist today.

Best Practices: Role Descriptions

▾

Write from the role's perspective: "This role is responsible for…" rather than listing activities abstractly.
State decision rights explicitly — what spend levels, categories, or approvals this role can authorise.
Note key interfaces and handoffs: who does this role receive inputs from, and hand off to?
Keep it concise — 3–5 sentences is ideal. This is a reference tool, not an HR job specification.
Describe outcomes, not just activities — what does "good" look like for this role?
Separate business-as-usual responsibilities from transformation activities if both apply.
Align descriptions with the RACI level chosen — descriptions should reflect the granularity of the matrix rows.
Review with current role holders and future-state design leaders before finalising.

Taxonomy Source & RACI Level

The RACI rows automatically sync from your Taxonomy section whenever you open this panel. You can also click Use Current Taxonomy to refresh manually, or upload a 4-column CSV (L1, L2, L3, L4) to use a standalone taxonomy.

Upload CSV No taxonomy loaded

RACI at level:

Roles

Upload Roles CSV

Define the roles, departments, and teams that participate in your procurement activities. Add each role manually, upload from CSV, or export what you have. Click Quick Check to review naming consistency and completeness.

No roles yetClick Add Role to define the roles in your RACI matrix.

Quick Check Results

RACI Matrix

Click any cell to cycle through RACI values — R (Responsible), A (Accountable), C (Consulted), I (Informed) — or click again to clear. Use Analyze for quality feedback, or Preview to review slides before exporting.

Matrix not readyLoad a taxonomy (Step 1) and add at least one role (Step 2) to generate the matrix.

Scroll to see all roles

RACI Analysis Results

—Total Roles

—JDs Complete

—Drafts

—Not Started

Governance — Policy Register

Inventory your procurement policies across 8 categories. Track which you have, which you need, and where each file lives.

0Total

0Have

0Need

0Gap

Policy Coverage0%

Decision Rights Matrix

Define who Approves, Recommends, holds Veto, provides Input, or is Notified for each key procurement decision. Click any cell to cycle through values.

Cell values: A Approve R Recommend V Veto I Input N Notify/Inform Empty = not involved | Click cell to cycle

Governance Forums

Define the governance bodies that oversee procurement — their purpose, cadence, chair, members, and standing agenda topics.

KPI Scorecard

Define and track the procurement metrics your function is measured against. Enter current values to see on-track / at-risk / off-track status.

0KPIs

0On Track

0At Risk

0Off Track

0No Data

MSP Service Level Agreements

Define and track the service level agreements with your Managed Service Provider across key procurement activities. Set contractual targets and monitor current performance.

0SLAs

0Met

0At Risk

0Breach

0No Data

Change Management

Plan and track stakeholder engagement, communications, training and adoption for your operating model transformation.

—Total Stakeholders

—High Influence

—Comms Planned

—Training Modules

Name	Department/Function	Role in Transformation	Influence	Interest	Current Sentiment	Engagement Approach	Owner	Actions

Audience	Message	Channel	Frequency	Owner	Date	Status	Actions

Target Audience	Module	Method	Duration	Scheduled Date	Completion %	Status	Actions

Overall Readiness Score: — / 5.0 (click cells to cycle 1–5)

Workstream	Leadership Alignment	Stakeholder Buy-in	Process Clarity	Technology Readiness	Skills & Capability	Communications	Avg	Actions

Risk Register

Identify, assess and track operational risks with mitigation actions and ownership.

—Total Risks

—High / Critical

—Mitigated

—Avg Score

ID	Category	Description	L	I	Score	Rating	Mitigation Action	Owner	Status

ID	Function	L3 Process	Description	Impact	Priority	Target Date	Owner	Status

Business Case

Quantify the value of your operating model transformation. Track savings and benefits alongside the cost to operate to build a compelling, evidence-based business case.

Savings & Benefits Tracker

Track projected and realised savings by category — hard savings, cost avoidance, efficiency gains, and revenue uplift.

0Benefits

$0Pipeline

$0Validated

$0Realised

$0Confidence-Weighted

Cost to Operate

Model the current vs. future state operating costs — people, technology, MSP fees, facilities, and training.

$0Current Annual

$0Future Annual

$0Annual Delta

$0One-off Investment

—Payback (months)

Implementation Roadmap

Define the phased delivery plan, key milestones and quick wins for your operating model transformation.

—Workstreams

—Milestones

—On Track

—Quick Wins Complete

Help & Documentation

Guides, reference and tips for getting the most from the Operating Model Design tool

Work through the 14 modules in order — each builds on the last. You don't need to complete every field before moving on; return to any section at any time.

Choose a Starter Template (optional)

Go to Settings → Starter Templates and load a template that best matches your operating model type. This pre-populates Taxonomy, Capabilities and Risk Register with a sensible starting point.

💡 Load a template before entering custom data — it replaces existing content.

Set up Branding & Appearance

Go to Settings → Cover & Branding to set your presentation title, client name and tagline. Pick your colour scheme and font in Slide Appearance. These apply across all PPTX exports.

Vision & Guiding Principles

Write the mission statement, value proposition and strategic objectives. This text appears verbatim in your Vision PPTX slide and sets the tone for everything that follows.

Reasons for Change

Map the transformation themes — select current & future state pairs that define why change is needed and what success looks like. Provides the strategic rationale for the operating modeling model design.

Taxonomy

Build your 4-level process taxonomy using the table. Add Level 1 (top-level domain), Level 2 (process group), Level 3 (process) and Level 4 (sub-process / activity) rows. Drag to reorder. This is the structural backbone for process ownership and design.

💡 Use a starter template to get pre-filled Level 1/2 process groups as a starting point.

Category Scope

Define which spend categories fall within procurement's remit. Add L1 / L2 categories with annual spend, then use the Coverage Register tab to flag which process taxonomy areas apply and set a future target state. Switch to the Make vs Buy tab to assign a delivery model (BU / Corp / GCC / MSP) for each category.

💡 Build the Taxonomy first — Category Scope reads your taxonomy L2s automatically for the coverage chips.

Capabilities

Add capabilities grouped by level (Strategic, Operational, Enabler). Rate the current maturity (1–5) for each. The maturity bar chart is exported automatically to the Capabilities PPTX.

8–10

Process, Data Requirements & Governance

Document the end-to-end process flows, identify the data inputs and outputs needed across the function, and define governance ownership and accountability frameworks.

IT Enablement

Map your technology landscape across the P2P, analytics and category management stacks. Note integration points and digital enablement priorities.

12–13

Organisation Design & Roles

Design the structure and define each role with RACI responsibilities. The Roles table feeds directly into the FTE sizing model in the next section.

FTE Requirements

Model headcount requirements by role and business unit. Use the Process Time Split sub-tab to allocate each FTE function's time across process L2 activities. The summary is included in the full deck export and the Excel workbook.

Change Management

Add stakeholders with influence/interest ratings, build your communications plan and rate readiness by ADKAR workstream. Exports to a dedicated 3-slide PPTX.

Risk Register

Log risks with likelihood, impact and mitigation owners. The heat map and risk table are auto-generated in the Risk PPTX export.

Implementation Roadmap

Build the phased roadmap with workstreams, milestones and quick wins. This is typically the closing section of the full deck.

💡 Preview your full deck on the Dashboard before exporting to check flow and consistency.

Export & Deliver

Use Dashboard → Export Full Deck for a single combined PPTX, or export individual section PPTXs from within each module. Download the Excel workbook from the Dashboard for a data-only backup.

01👁Vision & Guiding Principles

Build your procurement vision statement, select word chips, and set guiding principles across 23 operating model decisions with trade-off analysis.

⬇ Exports: Vision PPTX slide

02🔄Reasons for Change

Map current state challenges to future state outcomes. Select transformation themes to define your change narrative.

⬇ Exports: C&F State PPTX slide

03🗂Taxonomy

Build a 4-level hierarchical process taxonomy using a drag-and-drop table. Supports Level 1 (domain), Level 2 (process group), Level 3 (process) and Level 4 (sub-process / activity) with notes.

⬇ Exports: Taxonomy PPTX + Workbook

04📊Category Scope

Define L1/L2 spend categories with annual spend, map which process taxonomy L2s currently manage each category vs what is out of scope, and set a future target. The Make vs Buy tab sets delivery model (BU/Corp/GCC/MSP) per category.

⬇ Exports: Workbook (Category_Coverage + Cat_MvB tabs)

05💡Capabilities

Define capabilities by level (Strategic / Operational / Enabler) and rate current maturity 1–5. Auto-generates a maturity bar chart.

⬇ Exports: Capabilities PPTX + Workbook

06🔁Process Flows

Import a process XLSX, then view, filter and edit steps inline in the table — click any cell to edit, use ↑ ↓ to reorder, 🗑 to delete, or "+ Add Row" to insert a blank step. Status, Shape Type, Phase and Connector Label use managed dropdown lists (configure in Settings → Process Lookup Lists). Generates a flowchart diagram for any L4 sub-process.

⬇ Exports: Process PPTX slide

07📊Data Requirements

Map the data inputs, outputs and systems across procurement activities. Assign data owners and note quality issues.

⬇ Exports: Data Req PPTX slide

08⚖️Governance

Five sub-tabs: Policy Register defines procurement policies. Decision Rights maps ARVIN accountability. Forums defines governance cadences. KPI Scorecard tracks procurement metrics with RAG status. MSP SLAs defines and monitors service level agreements with your Managed Service Provider across sourcing, contracting, operations, supplier management and reporting.

⬇ Exports: KPI PPTX + MSP SLA PPTX + Forums PPTX + Workbook

09🖥IT Enablement

Map the current and target technology landscape, identify integration gaps and prioritise digital investments.

⬇ Exports: IT PPTX slide

10🏢Organisation Design

Design the organisational structure, reporting lines and team configuration. Document team sizing rationale and span of control.

⬇ Exports: Org Design PPTX slide

11👤Roles & Responsibilities

Two tabs: RACI Matrix defines role titles, departments and RACI assignments across procurement processes. Job Descriptions builds editable JD cards per role with Purpose, Reports To, Decision Authority, Key Responsibilities, Qualifications and KPIs — auto-tracks completion status. Roles feed into FTE modelling.

⬇ Exports: RACI PPTX + JD PPTX + Workbook (11_RR_Roles + 11_RR_RACI + 11_Job_Descriptions)

12👥FTE Requirements

Model full-time equivalent headcount by role and business unit. Supports current-state vs. future-state comparisons. The Process Time Split sub-tab lets you allocate each function's time across process L2 activities.

⬇ Exports: FTE PPTX + Workbook (incl. 12_FTE_ProcTime sheet)

13📣Change Management

Manage stakeholders (influence/interest matrix), build a communications plan and track readiness across ADKAR workstreams.

⬇ Exports: 3-slide Change Mgmt PPTX

14⚠️Risk Register

Three tabs: Register logs risks with likelihood (1–5) and impact (1–5), filter by category, owner or status. Heatmap auto-generates a 5×5 risk heat map. Dependencies tracks cross-functional dependencies with L3 Process mapping (tied to Taxonomy), filtering by function, L3 process, impact and status, plus expandable descriptions.

⬇ Exports: Risk PPTX (3 slides) + Workbook (14_Risk_Register + 14_Risk_Dependencies)

15💼Business Case

Two-tab section: Savings & Benefits tracks projected and realised savings across categories with confidence weighting. Cost to Operate models current vs. future state costs with auto-populate from FTE and IT modules, payback calculation, and category grouping. Together they quantify the value of your operating model transformation.

⬇ Exports: Savings PPTX + Cost Model PPTX + Workbook (19_Savings + 20_Cost_Model)

16🗺Implementation Roadmap

Build a phased delivery roadmap with workstreams, milestones and quick wins plotted by quarter across up to 4 phases.

⬇ Exports: Roadmap PPTX + Workbook

17📋GCC RFP

Build the Activity Collection for your GCC RFP. Import L1–L4 process steps from the Taxonomy module, then fill in SLA expectations, volume estimates, FTE, delivery split, location split, and digitization ratings. Filter by L1, L2 or digitization level. Use the Prep Checklist to track readiness across all 13 steps with auto-completeness checking. Preview as PPTX summary (excluded from master deck). Export as the standard MSP procurement xlsx when complete.

⬇ Exports: RFP Activity Collection xlsx + RFP Summary PPTX + Workbook (16_RFP_Activities + 16_RFP_PrepPlan + 16_RFP_Config)

18✅Decision Log

Log cross-module design decisions with benefits, trade-offs and rationale. Filter by module or status (Confirmed / Challenged / Review). Preview and export as a 2-slide PPTX with summary stats and detail table.

⬇ Exports: Decision Log PPTX (2 slides) + Workbook (2_Decision_Log)

19⚠️Issue Tracker

Two tabs: Issues tracks project issues with category, priority, status, owner and resolution — filter by category, priority and status. Project Team manages the team directory with roles, departments and workstreams. Preview and export both tabs as PPTX slides.

⬇ Exports: Issue Tracker PPTX + Workbook (17_Issues + 17_Project_Team)

20🎨Operating Model Canvas

Auto-generated single-page summary across 6 pillars: People, Process, Technology, Governance, Data and Delivery Model. Each pillar pulls live metrics from other modules with health indicators. Add editable key messages per pillar for executive presentations. Accessible via the Dashboard › OM Canvas tab. Preview and export as a single PPTX slide.

⬇ Exports: OM Canvas PPTX (1 slide) + Workbook (21_OM_Canvas)

⬗ Export Full Deck

Generates a single combined PPTX containing a cover slide, agenda, and one divider + content slide per section. Use Settings → Full Deck Composition to include or exclude individual sections. The slide order follows the module sequence.

👁 Preview Deck

Opens a full-screen preview of all slides before exporting. Navigate with the filmstrip thumbnails on the left or use ← → keyboard arrows. Press Esc to close. The preview reflects your current Settings and live data.

⬇ Section Exports

Each module with a PPTX export button generates a standalone file with 1–3 slides specific to that section. These use the same colour scheme and font as the full deck, controlled by Settings.

📊 Excel Workbook

Downloads a multi-sheet Excel file with 40+ tabs covering all modules: Settings, Vision, Reasons, Guiding Principles, Decision Log, Taxonomy, Category Coverage, Make vs Buy, Capabilities, Process, Data Requirements, Policy Register, Governance (Decision Rights, Forums, KPIs, MSP SLAs), IT (Systems, Automation, Capability Map), Org Design (Current + Future), Roles (RR Roles, RACI, Job Descriptions), FTE (Model, Process Time, Role Allocation), Change Management (Stakeholders, Comms, Training, Readiness), Risk (Register + Dependencies), Roadmap (Workstreams, Milestones, Quick Wins), GCC RFP (Activities, Prep Plan, Config), and Issue Tracker (Issues + Project Team). Use as a data backup or share with stakeholders.

How Settings affect exports

Color Scheme — changes the left accent bar, divider slide backgrounds, rule lines and badge colours across all exports.
Font Family — applies to all text in all PPTX files.
Title / Body / Divider sizes — control font sizes across all slide types.
Cover & Branding — the cover slide title, subtitle, client name and tagline appear on the cover of both the full deck and section exports that include a cover.
Footer — project name, organisation name and date appear in the footer bar of every content slide. Toggle off to remove.

Action	Shortcut / Method
Navigate to a module	Sidebar click
Open full deck preview	Dashboard → Preview Deck
Next slide in preview	→ or ↓
Previous slide in preview	← or ↑
Close preview modal	Esc
Jump to slide via filmstrip	Click thumbnail on left panel
Export full deck	Dashboard → Export Full Deck
Download Excel workbook	Dashboard → Workbook tab → Export
Reset all data	Settings → App Preferences → Reset
Load a starter template	Settings → Starter Templates
Change colour scheme or font	Settings → Slide Appearance
Toggle a section in/out of full deck	Settings → Full Deck Composition
Edit a Process step field	Click cell → type → Enter or click away
Cancel a Process cell edit	Esc
Add a Process step	+ Add Row button below table
Manage Process dropdown lists	Settings → Process Lookup Lists

Power-User Tips

💾All data is stored in the browser's memory — it resets when you close or refresh the tab. Export a workbook backup regularly via the Dashboard, especially after a long working session.

🎨Change your colour scheme in Settings and immediately use Preview Deck on the Dashboard to see how the full presentation looks before committing to an export.

📑You can exclude sections from the full deck without deleting their data — use Full Deck Composition in Settings to toggle sections on/off per export.

📋Starter Templates pre-populate Taxonomy, Capabilities and Risk Register. Load one at the start of a new project to skip the blank-page problem, then customise from there.

📋The Process dropdown lists (Status, Shape Type, Phase, Connector Label) are fully configurable. Go to Settings → Process Lookup Lists to add your client-specific values before you start editing steps — they take effect immediately in the inline dropdowns.

🖨For client-ready decks, fill in Cover & Branding in Settings with the client name and a tagline like "Confidential — Draft v1.0" so it appears on the cover slide automatically.

Data is automatically saved to browser storage as you work — you can close the tab and return later to find your session restored. To share or create a portable backup, use Dashboard → Workbook tab → Export Excel. To reload a session, drop the exported xlsx back on to the Dashboard's Import tab. You can also export individual section PPTXs at any point to preserve the presentation output.

The PPTX export library is bundled directly in the HTML file — this message should not normally appear. If you see it, try opening the file in a different browser (Chrome or Edge recommended). The file must be opened locally from disk, not served from a web server with restrictive Content Security Policy headers.

Each section with a table (Taxonomy, Capabilities, Risk Register, etc.) has its own Add row and delete controls. You can clear rows individually. The Reset All Data button in Settings → App Preferences clears all sections at once — use it with caution after exporting a backup.

Strategic CoE — a centralised centre of excellence with broad category coverage and high strategic maturity. Best for large enterprises.

Business Partnering — embedded procurement partners aligned to business units. Good for decentralised organisations.

Shared Services / P2P — high-volume transactional model focused on P2P automation and compliance. Good for SSC environments.

Greenfield Build — foundational structure for a new procurement function. Starts simple with quick wins and phased capability build.

Yes — open Settings → Delivery Model Labels and type your preferred names for each of the four delivery types. The labels update live across Category Scope (Make vs Buy), Org Design and FTE Model. Your custom names are also saved to the Excel workbook (0_Settings tab) and restored when you reload a session.

Logo insertion is not currently supported directly in the tool. After exporting your PPTX, open it in PowerPoint and use Insert → Header & Footer or add the logo as a slide master element. The exported files are fully editable standard .pptx files.

The full deck follows the fixed module order (Vision → Principles → Taxonomy → … → Roadmap). To reorder, export the full deck and then rearrange slides directly in PowerPoint. You can also export individual section PPTXs and manually combine them in the order you prefer.

The slide preview is rendered in HTML and is an approximation of the final PPTX layout. Font rendering, spacing and exact positioning may differ slightly between the HTML preview and the actual PowerPoint output. The PPTX export uses precise point-based coordinates and is the authoritative version. Minor pixel differences in the preview are expected.

The tool is designed for desktop/laptop use and works best at screen widths above 1100px. It is usable on a large tablet in landscape orientation, but some table-editing features and the slide preview modal are optimised for mouse interaction. PPTX export functionality requires a browser that supports the Blob and FileSaver APIs (Chrome, Edge, Firefox, Safari 15+).

Once you have imported a process file and selected a sub-process, the Steps table is fully editable. Click any cell to open an inline editor — short fields show a text input, longer fields (Description, Notes) open a textarea, and Status / Shape Type / Phase / Connector Label open a dropdown. Press Enter or click away to save; Escape cancels. Use the ↑ / ↓ buttons on the right of each row to reorder steps, and 🗑 to delete a row (you will be asked to confirm). The + Add Row button below the table adds a blank step at the end. All edits are auto-saved and flow through to the XLSX export on the 6_Process tab. To customise the dropdown options, go to Settings → Process Lookup Lists and add, remove or reset options for each list.

The Org Structure panel has several tools for large charts: Scroll-wheel to zoom and click-drag to pan the canvas. Use ⊟ Collapse All to reduce the tree to just the root, then expand only the branches you need. Search dims all non-matching nodes and jumps the viewport to the first match. Switch to ▦ Grid view to see and edit all roles in a filterable table (filter by name or type). The ± Changes button in each tab highlights what's different between Current and Future state. Zoom percentage is shown next to the +/− buttons and ⌖ resets the view.

The Decision Log is a cross-module record of every significant operating model design choice you make. It captures: the decision itself, the primary benefit, the key trade-off accepted, and the WWHTBT (What Would Have To Be True) — the conditions under which a different approach would have been the right call. To log a decision from the Vision section, select a word on the scale, click Challenge this choice to see the WWHTBT text, optionally add your own context, then click + Log to Decision Log. You can also add decisions manually from any module by clicking + Add Manually in the Decision Log panel. Each decision can be marked as Confirmed, Under Review, or Challenged to track stakeholder feedback. Export the full log as a text file to use as a steering committee defence document.

WWHTBT stands for What Would Have To Be True — a strategic decision-making tool that forces you to articulate the conditions under which an alternative choice would be superior. Rather than simply defending your chosen approach, WWHTBT makes your reasoning explicit: "We chose X because we believe Y and Z are true about our organisation. If A were true instead, we would have chosen B." This is especially powerful when presenting to steering committees or CFOs who will challenge every design decision. The Vision section includes pre-written WWHTBT statements for each word on the scale, which you can adapt with your specific organisational context.

ADKAR

A change management model: Awareness, Desire, Knowledge, Ability, Reinforcement. Used to track individual readiness through a transformation.

Business Partnering Model

An operating model where procurement professionals are embedded within business units, providing dedicated commercial support closer to the customer.

Category Management

A strategic approach to procurement that groups related spend into categories and applies specialist expertise to optimise total cost and supplier performance.

Category Scope

The set of spend categories and sub-categories within procurement's remit. Defined by which categories are actively managed by procurement (in scope) vs. managed directly by the business (out of scope). Documented in a Coverage Register together with spend data, process taxonomy alignment and future target state.

CoE (Centre of Excellence)

A centralised team that sets standards, develops capability and drives strategic value across the procurement function.

FTE (Full-Time Equivalent)

A unit of measure for workforce capacity. 1.0 FTE = one full-time employee. Used to size teams and model headcount requirements.

GCC (Global Capability Centre)

A captive delivery centre — typically offshore or nearshore — that provides specialised procurement services (e.g. analytics, sourcing support, P2P processing) at scale. A modern evolution of the traditional shared services centre, with a broader capability remit and higher-value activities.

Heat Map (Risk)

A visual matrix plotting risks by likelihood (x-axis) and impact (y-axis), colour-coded from green (low) to red (critical) to enable prioritisation.

L1 / L2 / L3 / L4

The four levels of the process taxonomy hierarchy. L1 = top-level domain (e.g. Source-to-Contract), L2 = process group (e.g. Sourcing), L3 = process (e.g. RFP Management), L4 = sub-process or activity (e.g. Evaluate Supplier Responses).

Maturity Level

A 1–5 scale rating how advanced a capability is: 1 = Ad hoc, 2 = Developing, 3 = Defined, 4 = Managed, 5 = Optimised.

MSP (Managed Service Provider)

A third-party organisation contracted to deliver a defined procurement function or category on behalf of an organisation. In the Make vs Buy model, MSP represents fully outsourced delivery. In this tool the four delivery model options are BU (business unit), Corp (corporate CoE), GCC (global capability centre), and MSP (managed service).

Operating Model

The design that describes how an organisation is structured, how it operates and how it delivers value — covering people, processes, technology and governance.

P2P (Procure-to-Pay)

The end-to-end process from identifying a business need through supplier selection, purchase order, goods receipt and invoice payment.

RACI

Responsible, Accountable, Consulted, Informed. A framework for clarifying roles and responsibilities across processes and decisions.

S2C (Source to Contract)

The upstream procurement process spanning from spend analysis and category strategy through supplier identification, RFx, negotiation and contract execution. S2C sits upstream of P2P and is where the majority of commercial value is created.

Shared Services Centre (SSC)

A centralised unit delivering transactional procurement activities (e.g. PO processing, invoice management) at scale and lower cost.

Stakeholder Mapping

The process of identifying and categorising stakeholders by their level of influence (power) and interest in the change, used to inform engagement strategies.

SRM (Supplier Relationship Management)

A systematic approach to managing and developing relationships with key suppliers to improve performance, innovation and risk mitigation.

Taxonomy (Process)

A hierarchical classification of an organisation's procurement processes into four levels: L1 (domain), L2 (process group), L3 (process) and L4 (sub-process / activity). Used to establish process ownership, design workflows and identify automation opportunities.

TCO (Total Cost of Ownership)

The full cost of a procurement decision over its lifecycle, including acquisition, operation, maintenance and disposal — beyond just purchase price.

Version 2.0 — February 2026

The Operating Model Design tool is a self-contained, browser-based design environment for transformation practitioners. Built as a single HTML file — no installation, no server, no data leaves your machine.

What's New in v2.0

NEWCategory Scope module — Coverage Register + Make vs Buy delivery model matrix

NEWIT Capability Map rows auto-sourced from Capabilities module when populated

IMPRACI Roles & Responsibilities auto-syncs rows from live Taxonomy hierarchy

NEWWelcome landing page with module quick-launch grid

NEWFull Settings panel — colour schemes, fonts, sizes, cover branding, deck composition

NEWFull Deck PPTX export with cover, agenda, dividers and all 14 sections

NEWFull-screen deck preview with filmstrip navigation and keyboard shortcuts

NEW4 Starter Templates (CoE, Business Partner, SSC, Greenfield)

NEWDivider slide font size control

NEWThis Help section

IMPUnified PPTX style — consistent fonts, title sizes and backgrounds across all exports

IMPSection dividers always use theme NAVY for visual consistency

IMPNo coloured header bars on content slides — dark title + thin rule only

IMPDashboard redesigned with preview + export actions side by side

FIXChange Management PPTX now uses shared style constants

NEW06 Process: Inline row editing — click any cell in the Steps table to edit it (text input, textarea or dropdown)

NEW06 Process: ↑ ↓ move row and 🗑 delete row action buttons on every step

NEW06 Process: "+ Add Row" button adds a blank step directly in the table

NEWSettings → Process Lookup Lists — manage approved dropdown options for Status, Shape Type, Phase and Connector Label

NEW10 Org Structure: pan & zoom (wheel + drag), zoom % controls and reset button

NEW10 Org Structure: Grid edit view — editable table with filter bar (text + type dropdown)

NEW10 Org Structure: Expand All / Collapse All branch controls

NEW10 Org Structure: Search & highlight — dims non-matching nodes, jumps to first match

NEW10 Org Structure: Current vs Future diff mode — colour-codes Added / Changed / Removed roles

NEW10 Org Structure: Legend now shows actual node types (BU/Corp/GCC/MSP) matching Settings labels

FIX10 Org Structure: org data now correctly saved & restored across sessions (was lost on reload)

NEW16 RFP: Import from Taxonomy replaces Import from Process — reads L1–L4 from Module 3

FIXSettings accordion groups open and close reliably

NEW1 Vision: Trade-off slider — select words on a 5-position scale, see benefit & trade-off at each position

NEW1 Vision: Challenge this choice (WWHTBT) — collapsible panel shows what conditions would make a different choice better

NEW1 Vision: Log to Decision Log — saves any word choice with its rationale to the cross-module Decision Log

NEWDecision Log — new module collecting all design choices, trade-offs and WWHTBT across the operating model

FIX1 Vision: selected words, custom words, pairs and WWHTBT annotations now persist across sessions

IMPDashboard: Org Structure card now shows correct role counts from live data

Built for practitioners, by practitioners. All data is processed entirely client-side — nothing is transmitted to any server.

Settings

Customize exported PPTX appearance, branding, deck composition and starter templates

Live Preview

Color Scheme

Font Family

Font Sizes

Slide Title

Body Text

Divider Slide Text

Footer

Project Name

Organisation Name

Date Format

Show footer on slides

Cover Slide Preview

Presentation Title

Subtitle

Client / Company Name (shown below title)

Tagline (optional)

Export Filename Prefix

Cover, agenda and closing slides are always included.

Keyboard Shortcuts

Navigate sectionsSidebar click

Preview deckDashboard → Preview Deck

Preview: next slide→ or ↓

Preview: prev slide← or ↑

Close previewEsc

Download workbookDashboard → Workbook

Data Management

Resetting section data will clear all entered content across all modules. This action cannot be undone.

Each template pre-populates Taxonomy, Capabilities, and Risk Register with a typical starting point. Your existing data will be replaced — export a workbook backup first.

🏛️

Strategic Centre of Excellence

Centralised function driving strategic value, supplier partnerships and category leadership across the enterprise.

🤝

Business Partnering Model

Embedded procurement partners aligned to business units, balancing central governance with local agility.

⚙️

Shared Services / P2P

High-volume transaction processing, compliance and P2P optimisation with strong automation focus.

🌱

Greenfield Build

Building a procurement function from scratch — foundational structure, quick wins and phased capability build.

These lists power the dropdown menus when you inline-edit a Process Step row. Add or remove options; changes take effect immediately.

Checking storage…

How auto-save works: Every time you add, edit or change anything, your data is automatically saved to this browser's local storage within a second. It will be waiting for you next time you open this file in the same browser on the same computer.

Moving or sharing the file? Use Save Workbook (top-right ↓ button) — the xlsx contains all your data and settings and can be reloaded into any copy of this tool.

Browser storage is tied to this file's location on disk. If you move or rename the HTML file, save the workbook first — then drag it back in after moving.

GCC RFP Builder

Define procurement activities, set SLAs and volume estimates, then export the Activity Collection xlsx for your MSP RFP.

—Total Activities

—With SLAs

—FTE Assigned

—Digitization Rated

📋 RFP Preparation Checklist ▾

Track the steps required before exporting your RFP Activity Collection. Click a module link to jump to that section.

✓	#	Step	Module	Deadline	Responsible	Notes

Loading configuration…

Decision Log

A structured record of all operating model design choices, their trade-offs, and the rationale behind each decision. Use this as a defence document for steering committee challenges.

Issue Tracker

Log, assign and track project issues through to resolution. Manage your project team to populate owner dropdowns.

—Total Issues

—Open

—Critical / High

—Resolved

Design YourOperating ModelEnd to End

📊 Operating Model Dashboard

Overall Completion

S2P Operating Model Workbook

Operating Model Canvas

Cross-Module Recommendations

Vision & Guiding Principles

Vision Statement

Reasons for Change

Current & Future State

S2P Operating Model Workbook

Process Taxonomy

Taxonomy Review

Category Scope & Delivery Model

Capability Assessment

📋 5b Work Inventory

Load Process Data

Filter to an L4 Process

Process Steps

Assess Process

Swimlane Process Map

Data Requirements

IT Enablement

FTE Requirements

Org Structure

Full Organisation

Individual’s Organisation

Roles & Responsibilities

Taxonomy Source & RACI Level

Roles

RACI Matrix

Governance — Policy Register

Decision Rights Matrix

Governance Forums

KPI Scorecard

MSP Service Level Agreements

Change Management

Risk Register

Business Case

Savings & Benefits Tracker

Cost to Operate

Implementation Roadmap

Help & Documentation

Settings

GCC RFP Builder

Decision Log

Add Decision Manually

Issue Tracker

Design Your
Operating Model
End to End