Umbra Group / Studio / Target Operating Model
← Handoff Playbook v1.0 · USL-T12
Doc-IDUSL-T12
ClassificationInternal · Template
Versionv1.0 · 2026.05
OwnerUmbra Studio
Phase 4 · Govern & Handoff · Template

Target Operating Model.

What your team looks like ninety days after the Sprint ships. The post-redesign role architecture — three durable functions instead of five-to-seven layers — and the transition plan that gets you there without breaking the workflow you just deployed.

Paired with the Operations Manual and the Handoff Playbook. Delivered in Week 9. Owned by the client's exec sponsor.

Companion doc Use after the system is shipped, before week 12. Read alongside the Operations Manual (USL-T05) and the Handoff Playbook (USL-T08).
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Overview

TARGET OPERATING MODEL

Lighthouse Sprint — Stage 4: Handoff

A Sprint ships a working system. But the team that ran the old workflow is still organized for the old workflow. Without an explicit reshape, the new system gets metabolized into the old org chart and the velocity gain disappears within a quarter.

This document describes the role architecture that matches the system you just deployed. It is the “what your team looks like on day 90” deliverable. It does not require the client to fire anyone. It does require the client to retire job titles, rebadge roles, and stop hiring for the old shape.

“The architecture of the company is going to determine its velocity. The shift is structural, not productivity.” — Jack Dorsey, Block · 2026
Client[Client Name]
Workflow[Workflow Name]
Sponsor[Exec Sponsor — the person who owns the reshape]
Prepared by[Sprint Lead]
Delivered[YYYY-MM-DD — typically end of Week 9]
Cutover target[YYYY-MM-DD — Day 90 from delivery]
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1. The three durable roles

After a Lighthouse Sprint, the durable shape of the team collapses to three functions. Every role on the workflow team maps to one of them. The leadership team is expected to do all three.

SYSTEM core PLAYER COACH leverage DRI ownership IC augmented Fig. 12.1 · Three durable roles
IC · Builder / Operator Produces the work. Augmented by the deployed agents. Durable human skill: judgment, taste, creativity.
DRI · Owner Owns a customer outcome end-to-end. Strategy, roadmap, escalation surface. Durable human skill: accountability under ambiguity.
Player Coach Builds others' capability by doing the work alongside them, not by directing. Durable human skill: leverage in others.

Note: the team retains executives above and specialists (legal, finance, compliance) alongside. The three-role rule applies to the workflow team itself — the people who produce the output the system was built around.

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2. Role — IC (Builder / Operator)

Role · IC

One IC now does the work a team of five-to-ten used to do.

What they do
Produces the actual output: drafts, models, code, content, decisions. The unit of work shifts from tasks-per-day to completed cycles-per-day.
How agents augment
Every IC is paired with one or more agents from the deployed system. The IC composes, reviews, and ships; the agents handle research, drafting, formatting, and the long tail of low-judgment work.
Durable human skill
Judgment, taste, creativity. What humans bring that the system cannot.
Key metric
Cycle time × acceptance rate. Target: acceptance ≥ 80%, cycle time at most 30% of baseline.
Headcount implication
The IC band contracts. Junior IC roles are largely absorbed by augmentation; senior IC roles expand in scope.
Hiring shift
Hire for judgment + agent-fluency, not for hands-on-keyboard throughput.

2.1 IC sub-roles in this workflow

Map each current job title on the workflow to its post-Sprint IC band.

Current titlePost-Sprint bandPrimary agent pairingNotes
[e.g. Senior Copywriter][e.g. Senior IC][e.g. Content drafting agent][Scope expands to own a content vertical end-to-end]
[e.g. Junior Copywriter][Absorbed by augmentation][N/A][Re-pathed to coach-track or rolled into senior IC capacity]
[Add a row per current role on the workflow team]
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3. Role — DRI (Directly Responsible Individual)

Role · DRI

Every product line, customer segment, or workflow has exactly one DRI. No matrix.

What they do
Owns a specific customer outcome end-to-end. Sets the strategy, owns the roadmap, is the escalation surface when the system surfaces something humans need to decide.
How agents augment
The system surfaces the gaps; the DRI decides whether to close them. The Watch service routes those decisions to the DRI on a monthly cadence.
Durable human skill
Ownership, accountability, decision-making under ambiguity. The DRI is the human signature on the system's behavior.
Key metric
Customer outcome — NPS, retention, revenue, whatever the workflow optimizes. Not activity counts.
Headcount implication
One DRI per scope. If two people are arguing about whose call it is, you have zero DRIs.
Hiring shift
Promote into DRI based on demonstrated outcome ownership, not based on number of direct reports.

3.1 DRI map for this workflow

Outcome / scopeDRI nameReports toWatch counterpart
[e.g. Mid-market acquisition campaigns][Name][CMO][Watch lead engineer]
[Add one row per distinct customer outcome the workflow produces]
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4. Role — Player Coach

Role · Player Coach

Builds others' capability by doing the work alongside them, not by directing.

What they do
Replaces the traditional middle manager. Every senior person on the workflow is expected to be a player coach — producing output AND building the capability of the ICs around them.
How agents augment
The deployed system is the teaching surface. Every interaction with an IC is an opportunity to upskill them on how the redesigned workflow composes.
Durable human skill
Coaching, empathy, building leverage in others. The skill that compounds the team's velocity past what any one IC can deliver.
Key metric
IC velocity and autonomy under their coaching. Bonus: how many ICs they have promoted into the senior band.
Headcount implication
Replaces director, senior manager, and team lead bands. Compression target: 3-to-1 collapse.
Hiring shift
Promotion criteria shifts from “manages more humans” to “builds more leverage”. Old job ladders are retired.

4.1 Player Coaches in this workflow

Player CoachICs supportedWorkflow scopeCoaching cadence
[Name][3-5 IC names][e.g. Campaign brief → final asset][Weekly working sessions]
[Add one row per Player Coach]
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5. Layer collapse — current vs. target

Visualise the org reshape. Fill in the “current” column with what exists today on the workflow team. The target column is the post-Sprint shape.

LayerCurrent stateHeadcount todayTarget state (Day 90)Target headcount
ExecutiveCEO / Exec sponsor[N]Same — unchanged[N]
VP / Director[Current VPs on workflow][N]Collapsed into DRI + Player Coach[lower N]
Senior Manager[Current SMs on workflow][N]Collapsed into Player Coach[lower N]
Manager[Current Managers][N]Replaced by Player Coach[lower N]
Team Lead[Current Team Leads][N]Replaced by Player Coach[lower N]
Senior IC[Current Senior ICs][N]Same role, expanded scope (now augmented)[same or higher]
Junior IC[Current Junior ICs][N]Largely absorbed by augmentation; re-pathed to coach-track[lower N]

Target compression: 5–7 layers collapse to 2–3. The point is not headcount reduction (though it often follows); the point is decision-distance. How many humans does a customer request travel through before it reaches someone who can act? Target: at most two.

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6. Role-to-agent matrix

For every agent shipped in the Sprint, name the role it augments and the human who reviews its output. This matrix is the cross-reference between the Agent Spec Sheet (USL-T04) and this Target Operating Model.

Agent (USL-T04 ref)Augments rolePrimary human reviewerReview cadenceEscalation DRI
[Agent name · Spec ID][IC / DRI / Player Coach][Name][Per-output / daily / weekly][DRI name]
[Add one row per deployed agent]

Every cell in this table is testable: if an agent has no named reviewer or no escalation DRI, governance is broken. Fix before cutover.

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7. Hiring & development implications

7.1 New job ladders

Old ladder: IC → Senior IC → Manager → Senior Manager → Director. One vertical track. New ladder is two parallel tracks branching from Senior IC:

  • DRI track — for people whose strength is outcome ownership and decision-making under ambiguity. Compensation tied to customer outcomes.
  • Player Coach track — for people whose strength is leverage in others. Compensation tied to IC velocity and the senior-band promotion rate.

Both tracks pay the same. Neither is “up” from the other.

7.2 Hire criteria shift

FilterOld criterionNew criterion
ThroughputHow much can they ship?How much do they ship with one agent doing the long tail?
JudgmentImplicit / interview-basedExplicit — sample-output review against the deployed system
Agent-fluencyNot assessedRequired — can they direct, review, and override agents fluently?
Promotion signalNumber of direct reportsLeverage generated — in others or in the system

7.3 Onboarding

Every new hire spends week one as a user of the deployed system before producing in it. No exceptions. The system is the source of truth on how the workflow runs; if the new hire builds a mental model from the old workflow, the redesign is being undone person-by-person.

7.4 Hiring pause

Pause workflow-team hiring during the transition. Job descriptions written before the Sprint no longer apply. Resume hiring after Day 90 with new specs aligned to the IC / DRI / Player Coach model.

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8. 90-day transition plan

Linear sequence from delivery (end of Week 9 of the Sprint) to full cutover. Each week has a milestone and an owner. The exec sponsor signs off on each gate.

WeekMilestoneOwnerOutputGate
1–2Map current org to TOM. Identify gap roles and redundant layers.Exec sponsor + Sprint LeadFilled-in §05 layer-collapse tableSponsor sign-off
3–4Pilot — one team rebadged to the new model. Real titles, real metrics.Pilot DRIPilot post-mortem: velocity, friction, what brokePilot must show measurable acceleration
5–8Pattern-match remaining teams. Apply pilot learnings.Exec sponsorRebadged org chart for the full workflow teamHR + Legal review
9–10Communication: leadership Q&A, written explainer, role retitling announced.Exec sponsor + CommsInternal memo, FAQ, 1:1 schedule for affected staffAll affected staff briefed before cutover
11–12Cutover. Old titles retired. New ladders in effect for compensation review.HR + Exec sponsorUpdated job specs in HRIS, new comp bandsCutover gate — no rollback after Week 12
Day 90Measure: cycle time, customer outcomes, headcount-to-output ratio.Watch lead + DRI90-day TOM report — before/after metricsLocks the new shape; surfaces remaining gaps for next Watch cycle

The Sprint Lead and the Watch lead participate as advisors through Week 12. After cutover, the client owns the model end-to-end — Watch becomes the surfacing layer, not the driving layer.

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9. Watch handoff — the model is not static

The TOM is a snapshot at Day 90, not a fixed end state. As Lighthouse Watch surfaces gaps in the system — the requests the agents can't yet compose, the workflows they can't yet absorb — the role distribution shifts:

  • When an agent absorbs a workflow the system used to escalate to humans, an IC role contracts or the IC moves up-band.
  • When a new pattern lands from the Studio library, existing ICs gain capacity. That capacity becomes the +1 the DRI assigns next.
  • When customer requests cluster in a way the system can't yet compose, the gap is the next item on the roadmap. The DRI decides whether to close it with a workflow redesign or a new agent.

This is the closed loop between Watch and the operating model: the system tells the team what to build next, the team builds it, the team's shape adjusts to absorb it.

9.1 Quarterly TOM review

Every quarter, the Watch lead and the exec sponsor sit together for thirty minutes. One question: does the org shape still match the system shape? If yes, no action. If no, the next rebadge cycle is scoped from the meeting.

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10. Anti-patterns

Five ways the reshape dies. Each one is the dominant failure mode at the layer it describes — ignore them and the Sprint becomes a productivity story instead of a structural one.

  • Bolting agents onto the existing org chart. The whole point of the redesign is that the architecture changes. If everyone keeps their old title and reports to the same manager, the redesign didn't happen — you just paid for tooling.
  • Promoting only by adding direct reports. The Player Coach track exists precisely to remove that ladder. If promotion still requires headcount underneath, the old org reasserts itself within two cycles.
  • Treating DRI as a project manager. DRI owns outcomes, not coordination. Coordination is a system artifact — the agents surface it. If your DRI is in status meetings all day, they're being used wrong.
  • Hiring for the old shape. Job descriptions written six months ago no longer apply. Pause hiring during the transition. Every hire made against an old JD is a vote against the redesign.
  • “Gradual” collapse. A 90-day plan that says “we'll get there gradually over the next year” is how the redesign dies. The layers come back faster than they go away. Cutover by Week 12 or accept that the velocity gain will erode.

10.1 Red flags to watch through Day 90

SignalWhat it meansAction
A DRI delegates a customer-outcome decision to a Player CoachDRI role is being treated as ceremonialExec sponsor 1:1 with DRI — reset accountability
A Player Coach asks to add direct reportsFalling back to manager mental modelRe-coach on leverage metric; review promotion criteria
New JD posted with “manages a team of X”Old ladder leaking back inPull post; rewrite against new ladder
Two people claim ownership of the same outcomeYou have zero DRIs on that outcomeExec sponsor names the single DRI within 48 hours
An IC stops using the agents shipped in the SprintWorkflow regression — old workflow is being run in parallelWatch investigates; either the agent is broken or the IC needs onboarding refresh