Service Thinking: Budget and Headcount

Service Thinking > Guidance > Budget and Headcount

Guidance Notes

Teams and Organisations should have a single budget and headcount spanning Change and Run, forecast out into the future, with the ability to flex these within agreed delegated limits as required.

This Budget & Headcount should:

  1. Be agreed in the short to medium term, and then candidate or indicative beyond this.
  2. Be broken down into Change and Run (CapEx and OpEx for Budgets), and then by major change initiative (plus Innovation and small change / continuous improvement) for Change and by each sub-Organisation or Team for Run.
  3. Track where Budget and Headcount has come from and how it’s being used or allocated.
  4. Support the ability for the Team or Organisation to flex it’s Budget & Headcount across major change initiatives (for Change) or sub-Organisations or Teams (for Run) within a set of agreed delegated limits.

Please provide questions and feedback via replies below.

Further Notes

Details of some of the topics we plan to publish further topics on will be added here soon.

Please set us know via a reply below if there’s any of these further notes you’d like us to prioritise, if there’s anything you think we’ve missed, or just to let us know your thoughts.

Further Reading

Don’t take our word for it. If you’re interested in going deeper and exploring more, The Index has community curated lists of further reading, including on Agile Budgeting