Getting Started Worksheet

Introduction

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.

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Part 1: Assessment & Planning

1.1 Identify Your Primary Business Challenge

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: _________________________________

1.2 Select Your Starting Domain

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

1.3 Define Your Scope

For your initial implementation, define a manageable scope:

Department/Business Unit: _________________________________

Key Processes (3-5 max): _________________________________

Expected Timeframe: _________________________________

Part 2: Domain Mapping Exercise

2.1 Capabilities Mapping

If starting with Capabilities, list 3-5 key capabilities:

Capability	Description	Owner	Organization Unit

Capability	Description	Owner	Organization Unit

2.2 Organization Mapping

If starting with Organization, document key units:

Organization Unit	Purpose	Owner	Key Roles

Organization Unit	Purpose	Owner	Key Roles

2.3 Value Stream Mapping

If starting with Value Streams, outline a key value stream:

Value Stream Name: _________________________________

Stage	Description	Inputs	Outputs	Owner	Performance Indicators

Stage	Description	Inputs	Outputs	Owner	Performance Indicators

2.4 Stakeholder Mapping

If starting with Stakeholders, identify key stakeholders:

Stakeholder	Type	Interest Level	Requirements	Engagement Strategy

Stakeholder	Type	Interest Level	Requirements	Engagement Strategy

Part 3: Inter-Unit Domain Relationships

3.1 Identify Relationships

For your selected domain, identify relationships between organizational units:

Domain Entity	Domain Type	Unit 1	Relationship Role	Unit 2	Relationship Role	Strength (1-5)

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

Part 4: Strategic Response Model

4.1 Identify a Business Trigger

Select or describe a recent trigger that required strategic response:

Trigger: _________________________________

Trigger Type: [ ] Regulatory [ ] Market [ ] Risk [ ] Performance Insight [ ] Stakeholder Demand [ ] Technology Shift [ ] Other

4.2 Develop a Rationale

Document the reasoning behind responding to this trigger:

Rationale Title: _________________________________

Description: _________________________________

Driver Type: _________________________________

Priority Level: [ ] High [ ] Medium [ ] Low

4.3 Plan Response Actions

List 3-5 specific actions to address this trigger:

4.4 Map to Affected Domains

Which domains will be impacted by this response:

[ ] Strategy
[ ] Capabilities
[ ] Initiatives
[ ] Policy
[ ] Performance
[ ] Services
[ ] Information
[ ] Value Stream

Part 5: Implementation Planning

5.1 Quick Wins

List 2-3 immediate actions you can take in the next 30 days:

5.2 Tools & Resources Needed

What will you need to implement your selected domain:

[ ] Schema templates
[ ] Documentation tools
[ ] Stakeholder engagement
[ ] Meeting time
[ ] Technical infrastructure
[ ] Other: _________________________________

5.3 Success Metrics

How will you measure successful implementation:

5.4 Next Steps

Outline your next steps and timeline:

Action	Owner	Timeline	Dependencies

Action	Owner	Timeline	Dependencies

Resources

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.