RODEME CONSULTING
The Value Creation
Toolkit
The Operating Model is the Strategy
Most leadership teams confuse strategy with execution. They have a 5-year plan. They know their market. They understand their competitive position.
But then nothing happens the way they intended.
The gap isn't strategy—it's operating model. How decisions get made. How priorities cascade. How costs are managed. Whether finance can close in 3 days or 10. Whether scaling means chaos or discipline.
The companies that win don't have better strategies. They have better operating models.
This toolkit is a collection of frameworks we use when helping leadership teams design, diagnose, and fix their operating model. It's not about best practices or benchmarks. It's about building the organizational backbone that makes your strategy executable.
Use these templates to understand where you actually stand. Identify what's holding you back. Design the changes that matter.
Operating Model Diagnostic Checklist
What it does:
Assess your operating foundation across decision rights, financial controls, processes, performance management, and accountability.
What you get:
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Maturity score (1–5)
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Top 2–3 improvement areas
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Clear execution gaps
Who it’s for:
$10–100M companies where strategy exists but execution is weak
Time required:
30 minutes
EBITDA Improvement Roadmap Template
Identify $1-5M in EBITDA improvement across four levers: cost reduction (40-50%), pricing & mix (20-30%), revenue growth (15-25%), and working capital (10-15%).
See where the money is hiding in your business. Built for CFOs and COOs needing profitability without waiting for top-line growth.
Takes 2-3 hours; delivers a prioritized implementation plan.
CFO Operating Model Design Canvas
Design the finance organization you need as you scale from $20M to $50M-$100M. Right roles, structure, and technology roadmap (ERP, GL automation, FP&A).
Compare yourself to best practice benchmarks by stage. Built for founders and CFOs planning significant growth.
Takes 2-4 hours; builds your 24-month scaling blueprint.
More templates to be released soon.......