Organization Design Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Organization Design Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Organization Design related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Organization Design specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Organization Design Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Organization Design improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. Is there sufficient training and development opportunity that enables you to acquire basic skills experience and attitudes to remain successful operative in your own department?

  2. Are business processes as budgeting, financial reporting and analysis, objective setting, performance management and reward streamlined, efficient and effective?

  3. Will you be able to use the same method of data collection a year or more from now if there is a second phase of the project?

  4. Do you know how to check that the capability development project is contributing to the delivery of the business strategy?

  5. Is the current culture aligned to the desired culture that would support the strategy and values of your organization?

  6. Is there management development opportunities that enable managers remain successful in the respective departments?

  7. Do you know how to choose a review/evaluation method that gives a high quality outcome in a cost effective way?

  8. Do customers and stakeholders understand how to connect with the people and processes of your organization?

  9. What is the most important skill your organizational leader should have to succeed in a digital workplace?

  10. Is there an appropriate balance of operations, innovation, project, development and managerial positions?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Organization Design book in PDF containing 998 requirements, which criteria correspond to the criteria in...

Your Organization Design self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Organization Design Self-Assessment and Scorecard you will develop a clear picture of which Organization Design areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Organization Design Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Organization Design projects with the 62 implementation resources:

  • 62 step-by-step Organization Design Project Management Form Templates covering over 1500 Organization Design project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Member Performance Assessment: How is the timing of assessments organized (e.g., pre/post-test, single point during training, multiple reassessment during training)?

  2. Human Resource Management Plan: How complete is the human resource management plan?

  3. Source Selection Criteria: What procedures are followed when a contractor requires access to classified information or a significant quantity of special material/information?

  4. Stakeholder Management Plan: Has a provision been made to reassess Organization Design project risks at various Organization Design project stages?

  5. Human Resource Management Plan: Is the steering committee active in Organization Design project oversight?

  6. Source Selection Criteria: What is the basis of an estimate and what assumptions were made?

  7. Project Scope Statement: If there are vendors, have they signed off on the Organization Design project Plan?

  8. Quality Audit: How does your organization know that its staff entrance standards are appropriately effective and constructive and being implemented consistently?

  9. Schedule Management Plan: Which status reports are received per the Organization Design project Plan?

  10. Quality Audit: How does your organization know that its Strategic Plan is providing the best guidance for the future of your organization?

 
Step-by-step and complete Organization Design Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Organization Design project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Organization Design project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Organization Design project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Organization Design project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Organization Design project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Organization Design project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Organization Design project with this in-depth Organization Design Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Organization Design projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Organization Design and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Organization Design investments work better.

This Organization Design All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.