Financial Operating Model (Run vs Change) Template
Separating operational spend from investment spend and making technology costs transparent
The Financial Operating Model (Run vs Change) template provides a structured approach to separating operational spend from investment spend and making technology costs transparent.
Template Sections
This template includes 7 sections.
Financial Model Overview
Describe the financial operating model: how costs are categorised, the run/change split, and how financial data drives...
Financial Operating Model Diagram
Diagram section
Financial Metrics
Define the key financial metrics: total run cost, total change investment, run/change ratio, cost per capability, and...
Financial Principles
State the financial principles: run costs must decrease over time, change investment must be justified by measurable...
Financial Governance Checklist
Define the governance process: cost review cadence, approval thresholds, variance management, and the process for...
Cost Optimisation Opportunities
Document opportunities to reduce run costs: licence rationalisation, infrastructure right-sizing, automation of manual...
Financial Model Risks
Document risks: run costs consuming the change budget, hidden costs in shadow IT, investment without measurable...
Section Details
Block Types Used
| Section | Block Type | Purpose |
|---|---|---|
| Financial Model Overview | Rich Text | Describe the financial operating model: how costs are categorised, the... |
| Financial Operating Model Diagram | Diagram | Diagram section |
| Financial Metrics | Metric Display | Define the key financial metrics: total run cost, total change investment,... |
| Financial Principles | Principle | State the financial principles: run costs must decrease over time, change... |
| Financial Governance Checklist | Governance Checklist | Define the governance process: cost review cadence, approval thresholds,... |
| Cost Optimisation Opportunities | Operational Note | Document opportunities to reduce run costs: licence rationalisation,... |
| Financial Model Risks | Risk | Document risks: run costs consuming the change budget, hidden costs in shadow... |
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