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Building an OP&A function is a progressive process that transforms how a company handles organizational design: 1. Define the Business Case
To build a functional OP&A capability, an organization must integrate several distinct but related disciplines: Organizational Planning and Analysis: Building ...
Start by scoping the "macro operating design" and proving the ROI of a dedicated planning function. Finance typically spends 25% of its budget on Financial Planning & Analysis (FP&A), whereas HR often spends less than 12% on equivalent workforce planning. 2. Establish a Unified Data Environment Building an OP&A function is a progressive process
The concept was popularized by Rupert Morrison in his 2022 book, Organizational Planning and Analysis: Building the Capability to Secure Business Performance . It bridges the gap between Human Resources (HR) and Finance to ensure the organization has the right people, in the right roles, at the right cost to drive performance. Core Components of OP&A Core Components of OP&A : Using data to
: Using data to test "what-if" scenarios, such as the impact of a merger or a shift in market conditions.