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Operating Model Template

Corporate governance · Free tool

Operating Model Template

Who decides what, when does the team meet, and what does a finished piece of work look like? This template turns those answers into a one-page operating model. It is for founders handing work to a first manager, general managers taking over a unit, and teams whose month keeps slipping because nobody wrote down how it runs.

Your entries stay in this browser. Use Fill example to see a finished page first.

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What this corporate governance tool gives you

The output is a manager's note with a table of decisions and who owns each, a table of recurring meetings with timing and purpose, a list of delivery steps, and one sentence defining a good month. Hand it to a new hire on day one, or review it at the start of each month.

What you enter

  • Company name (required)
  • Up to three decisions, each with who decides
  • Up to three recurring meetings, each with when it happens and what it is for
  • Delivery steps, one per line
  • This month counts as good if: a one-sentence test

Worked example

The example is Fieldnote. Decisions: a price change is decided by the founder, correcting a wrong due date by product, and entering a new neighborhood by the founder after the note is written. Meetings: a Monday 9:00 a.m. cash look for late collections and a Wednesday 4:00 p.m. product review. Four delivery steps follow, and a good month means the note is not late, month-one cancellations stay at two or fewer, and at least four paying shops join.

What goes into an operating model note?

The note appears once you have written the company name and at least one decision or one meeting. Decisions go into a two-column table, Decision and Who decides; a decision with no owner shows a dash. Meetings go into a Rhythm, When, and What for table, again with dashes for blanks.

Delivery steps are split line by line into a list, in the order you wrote them. The good-month sentence is added at the end under its own heading. Rows you leave empty are dropped, so a note with two decisions and one meeting is still complete.

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Tips before you use the result

  1. Name a person or a role in Who decides, not a group. "The leadership team" usually means nobody.
  2. Give each meeting one purpose. If you cannot fill What for in a few words, the meeting may not be needed.
  3. Write the good-month test with numbers you will actually have at month end.
  4. Keep delivery steps to the ones a new person would get wrong; the obvious ones only add length.

Frequently asked questions

What is an operating model in a small company?

In practical terms, it is how the month runs: who has the right to make which decisions, which meetings happen and why, and the steps that turn work into something delivered. This template captures those three parts plus a test for what counts as a good month, on a single page.

How is an operating model different from an org chart?

An org chart shows who reports to whom. An operating model shows how decisions and work flow in practice. Someone junior on the chart can still own a decision, like correcting a wrong due date in the example, and this note makes that explicit.

Why can I only enter three decisions and three meetings?

The form has three rows for each by design, which keeps the note to what matters most. If you need more, the first three are probably not specific enough, or the rest belong in a RACI chart or a decision log, both of which allow as many rows as you need.

Does the template save my operating note?

The note is kept in your browser's storage on this device, with no account required, and reloads when you come back. It does not sync to colleagues or other computers. To distribute it to the team, copy the output into your wiki or intranet, or print it and hand it to a new manager on day one.

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Results depend on the figures you enter; check them against your own records before you rely on them. Last updated: September 2026 · Kurums editorial team.