This worksheet guides you through your first steps with the Orthogramic Metamodel, helping you apply business architecture concepts to your organization. The Orthogramic Metamodel provides a structured, consistent way to describe how your organization operates, delivers value, and responds to change.
Select one challenge that you'd like to address first:
[ ] We don't know who owns or uses what across the business
[ ] We're running too many disconnected projects
[ ] We're making decisions without understanding the flow of value
[ ] We're struggling to respond to external changes
[ ] Our documentation is inconsistent and hard to analyze
[ ] Other: _________________________________
Based on your challenge, which domain would be most helpful to start with?
[ ] Capabilities: What your organization is able to do
[ ] Organization: Structure, roles, and units
[ ] Stakeholders: People and groups with interest in or influence over your organization
[ ] Value Streams: End-to-end processes that deliver value
[ ] Strategy: Goals, objectives, and strategic direction
[ ] Initiatives: Programs and projects driving change
[ ] Information: Critical data assets and their management
[ ] Performance: Measures and indicators of success
[ ] Policy: Rules, guidelines, and governance
[ ] Products: What your organization creates and delivers
[ ] Services: Activities performed to deliver value
For your initial implementation, define a manageable scope:
Department/Business Unit: _________________________________
Key Processes (3-5 max): _________________________________
Expected Timeframe: _________________________________
If starting with Capabilities, list 3-5 key capabilities:
Capability | Description | Owner | Organization Unit |
|---|---|---|---|
If starting with Organization, document key units:
Organization Unit | Purpose | Owner | Key Roles |
|---|---|---|---|
If starting with Value Streams, outline a key value stream:
Value Stream Name: _________________________________
Stage | Description | Inputs | Outputs | Owner | Performance Indicators |
|---|---|---|---|---|---|
If starting with Stakeholders, identify key stakeholders:
Stakeholder | Type | Interest Level | Requirements | Engagement Strategy |
|---|---|---|---|---|
For your selected domain, identify relationships between organizational units:
Domain Entity | Domain Type | Unit 1 | Relationship Role | Unit 2 | Relationship Role | Strength (1-5) |
|---|---|---|---|---|---|---|
Relationship Roles: Owning unit, Providing unit, Consuming unit, Utilising unit, Custodian unit, Dependent unit, Supported unit, Governing unit
Select or describe a recent trigger that required strategic response:
Trigger: _________________________________
Trigger Type: [ ] Regulatory [ ] Market [ ] Risk [ ] Performance Insight [ ] Stakeholder Demand [ ] Technology Shift [ ] Other
Document the reasoning behind responding to this trigger:
Rationale Title: _________________________________
Description: _________________________________
Driver Type: _________________________________
Priority Level: [ ] High [ ] Medium [ ] Low
List 3-5 specific actions to address this trigger:
Which domains will be impacted by this response:
[ ] Strategy
[ ] Capabilities
[ ] Initiatives
[ ] Policy
[ ] Performance
[ ] Services
[ ] Information
[ ] Value Stream
List 2-3 immediate actions you can take in the next 30 days:
What will you need to implement your selected domain:
[ ] Schema templates
[ ] Documentation tools
[ ] Stakeholder engagement
[ ] Meeting time
[ ] Technical infrastructure
[ ] Other: _________________________________
How will you measure successful implementation:
Outline your next steps and timeline:
Action | Owner | Timeline | Dependencies |
|---|---|---|---|
Full Orthogramic Metamodel documentation: Model overview
Domain schemas: Domains
Community support: Forum
This worksheet is provided under the Creative Commons Attribution-ShareAlike 4.0 (CC BY-SA 4.0) license, consistent with the Orthogramic Metamodel.