Organization Development Toolkit

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Leadership give upward positive and constructive feedback and offers solutions, on boards leadership, identifies overarching areas for improvement and presents solutions, distributes work amongst team, has vision to plan and execute long term Strategic Goals.

More Uses of the Organization Development Toolkit:

  • Standardize: strategy clarity and alignment you develop monitoring and analysis techniques to measure clarity and alignment of strategy, and provide insights.

  • Formulate: continuously leveragE Business/hrbp feedback, observations and talent data/scorecards to adjust short term solutions/approach ensuring your long term talent objectives are achieved.

  • Warrant that your venture facilitates departmental intranet and Digital Marketing strategies and keeps abreast of emerging trends in talent and organizational technology and methods.

  • Manage: monitor current trends in learning technology and advocating for the use of new technologies that support the needs and goals of your organization.

  • Ensure you forecast; Build Processes to support Strategic Workforce Planning, evaluating external labor market conditions and internal growth projections to drive sound people/talent strategies and decisions.

  • Evaluate: partner with learning and Organization Development team to implement appropriate interventions while accounting for learning principles, theories, and ongoing delivery.

  • Pilot: proactively plan and lead Succession Management and talent planning process for the enterprise, integrating competency framework and organization Core Values into assessment processes and tying focus areas to Business Strategy and needs.

  • Create, align and embed a competency framework and individual assessment tools that map to the levels and needs of your organization; ensure a robust, disciplined, and integrated approach to Performance Management and Talent Management.

  • Drive new Revenue Streams by developing new service offerings and follow through to support sales success by working with marketing, training and Sales Enablement.

  • Be accountable for learning partner serve as a learning consultant to employees and departments interested in developing learning materials, activities and training.

  • Manage the office of talent and Organizational Development in delivering Organization Design, governance, culture and Technology Adoption solutions that enables success.

  • Manage projects from Needs Analysis through design and implementation, as implementing organization widE Learning management tool and performance Management Process.

  • Use Training Evaluation methods, training feedback and insight from internal associates to Measure Effectiveness of Training Sessions and identify areas for improvement in programs and processes.

  • Drive: inclusive of the Data And Analytics department and development of new Data Analytics Capabilities across your organization and manage on going comprehensive Data Analytics.

  • Ensure you maximize; lead key initiatives and provide solutions for employee relations, Organization Development, Performance Management, Workforce Planning and Talent Acquisition, development and Succession Planning.

  • CreatE Business focused learning and performance development solutions in collaboration with clients that address Management And Leadership development needs.

  • Pilot: in partnership with technology partners, introduce technology that is supportive of your approach for collecting, storing, tracking and reporting performance and talent data.

  • Steer: design programs to address Business Needs relating to Technical Skills, coaching, Team Building, Leadership Development and managerial skills improvement.

  • Apply practical Business Knowledge to build solutions from scratch and/or revise/refresh existing programs and systems to maximize the efficiency and effectiveness of integrated Talent Management processes.

  • Be certain that your enterprise assess learning needs and align learning solutions for current and futurE Business requirements, create and obtain leadership approval of functional strategic learning plans.

  • Create and implement Leadership Development Programs that align with the strategy, Competency Model and learning needs for all levels and areas of your organizations.

  • Methodize: partner with the key Enterprise Stakeholders to assess your organizations capacity to absorb the scale of change interventions and highlight the potential risks and impact on Business Performance.

  • Support Organization wide End To End performance development approach to develop Team Members through ongoing, transparent and multi directional feedback.

  • Draw on knowledge and skill in consulting, Organization Development, Leadership Development, measurement and evaluation to design, implement and evaluate impact of learning interventions.

  • Confirm your operation defines and enables teams to implement Augmented Intelligence and MachinE Learning algorithms and models for efficient processing and delivery of analytics.

  • Orchestrate: design and implement strategies that foster and consolidate your organizations culture, building initiatives that help translate corporate values into everyday behavior.

  • Be accountable for setting clear expectations for the development and implementation of learning and Organization Development solutions with stakeholders and partners.

  • Communicate the operations learning strategy in a way that drive a consistent approach while ensuring awareness of programs and processes across all levels of your organization.

  • Develop and implement learning strategies that leverage current industry Best Practices and ensure creativity and relevance as part of design to ensure adoption and impact.


Save time, empower your teams and effectively upgrade your processes with access to this practical Organization Development Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Organization Development 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 Development specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Organization Development 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 999 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 Development improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What sort of initial information to gather?

  2. Who controls critical resources?

  3. What is the overall Business Strategy?

  4. Have the types of risks that may impact Organization Development been identified and analyzed?

  5. What could cause you to change course?

  6. Who is involved in the Management Review process?

  7. What is the Organization Development business impact?

  8. Will the team be available to assist members in planning investigations?

  9. Is the work to date meeting requirements?

  10. Do Quality Systems drive continuous improvement?

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 Development book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Organization Development 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 Development Self-Assessment and Scorecard you will develop a clear picture of which Organization Development 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 Development 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 Development projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Organization Development project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Organization Development Project Team have enough people to execute the Organization Development Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Organization Development Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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 Development 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 Development project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Organization Development 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 Development 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 Development investments work better.

This Organization Development 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.