| name | plan-a-business-unit-carve-out |
| category | start |
| description | Plan a business unit carve-out across scope, people, contracts, assets, data, systems, controls, finance, customers, transition services, cutover, and separation proof. Use when a unit must operate independently after a divestiture or reorganization. |
plan-a-business-unit-carve-out
When to use
- Use for divestitures, spinouts, joint ventures, regional separation, or internal legal-entity restructuring.
- Do not move data, people, contracts, or licenses merely because they are convenient to copy.
Procedure
- Define the perimeter, effective dates, buyer or receiving model, jurisdictions, decision rights, confidentiality, and success measures.
- Inventory people, roles, customers, suppliers, contracts, assets, IP, records, data, applications, infrastructure, identities, and controls.
- Resolve shared, stranded, excluded, duplicated, licensed, consent-bound, and locally regulated items with accountable owners.
- Design target operations, legal entities, financial opening balances, governance, controls, service levels, and access.
- Specify transition services with scope, dependencies, pricing, security, change, exit criteria, and extension authority.
- Rehearse data and system separation, cutover, communications, customer continuity, reconciliation, rollback, and Day 1 support.
- Track post-close disentanglement, residual access, stranded cost, TSA exit, records, obligations, and independent acceptance.
Failure plan
- Hold the affected separation wave when legal authority, data boundaries, operational continuity, opening balances, or rollback are unproven.
Worked example
A software unit separates customer contracts and code while shared identity, billing, support, and cloud agreements continue under time-boxed services.
Done
- A carve-out plan records perimeter, people, assets, contracts, data, systems, controls, finance, services, cutover, and disentanglement
- Legal, operational, security, financial, customer, cutover, rollback, and post-close acceptance evidence verifies separation
