Organizational Design Toolkit

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Confirm your organization ensures the EA Organizational Design process leads to a more efficient and effective business and IT Operating model, significantly improved results (profitability, Customer Service, internal operations), and EA resources who are empowered and committed to the integration of business and it.

More Uses of the Organizational Design Toolkit:

  • Systematize: act as thought partner navigating Organizational Design and structure, cultural resilience, Performance Management, and coaching.

  • Use historical and future talent supply Predictive Analytics to advise the business on location strategy, Organizational Design considerations and forecast time and impact to your organization.

  • Predict, assess and determine Business Needs in the areas of Organizational Design, staffing, Performance Management, Succession Planning, development planning and communications plans.

  • Secure that your strategy complies; success in implementing Organizational Design strategies that optimize your organizations resources.

  • Assure your project develops your organization case for investment in hardware, software and/or cloud capabilities with the best Organizational Design to support Business Operations.

  • Apply organizational modeling to provide optimal Organizational Designs to effectively communicate and translate Cyber risks.

  • Be accountable for taking client needs and commercial contribution into account for organization plans and making sure that client objectives are met through appropriate appointments and Organizational Design.

  • Drive large scale structural and Organizational Design and development efforts along with related Change Management activities.

  • Assure your operation analyzes change and determines impact on the Business Processes and Organizational Design of a organization.

  • Facilitate Problem Solving and serve as a thought partner on strategy and Organizational Design with business and functional area leaders.

  • Develop strategies and approaches for diagnosing and enhancing your Organizational Design, effectiveness, and employee satisfaction across your organizations.

  • Standardize: modern and competitive companies have to manage Organizational Design and your customers are no exception.

  • Ensure your organization consulting team is a center of excellence for Workforce Planning, Organizational Design and Team Effectiveness.

  • Organize: work closely managers and directors by offering Thought Leadership regarding Organizational Design, strategy, and execution.

  • Evaluate: Organizational Effectiveness (inclusive of Change Management and Organizational Design) in support of the enterprise, other partner organizations and wider corporate programs as deemed appropriate.

  • Arrange that your strategy develops and maintains your Organizational Design that is aligned with the achievement of overall Business Objectives and is responsive to customer needs.

  • Develop and implement framework that drive Organizational Design standards, Change Management best practices, and culture or engagement efforts.

  • Develop and deploy Organizational Design and development strategies that effectively contribute to scalable and sustainable growth, collaboration, innovation, and thriving team members.

  • Arrange that your project promotes and maintains a learning organization culture by consulting on topics as Talent identification, review, calibration, Succession Planning, Organizational Design, Organizational Effectiveness, and leadership development.

  • Ensure you negotiate; build and scale enterprise approach, methodology and framework for Organizational Design and Workforce Planning and lead the development, implementation, change.

  • Establish that your venture supports Organizational Design efforts and work across your organization to consult on leveling, competency, and talent alignment.

  • Warrant that your group develops and updates Organizational Design for maximum productivity and control of quality and costs.

  • Govern: regularly review Organizational Design and effectiveness and implement necessary actions to continually upgrade and align to the Business Strategy and immediate priorities.

  • Secure that your design provides clear Organizational Design strategy to best align team skillsets / capabilities with Business Needs.

  • Ensure your strategy complies; focuses on Continuous Improvement, optimization, and on Organizational Design element building the right team.

  • Support the creation and application of Organizational Design, Workforce Planning and Team Effectiveness processes and tools.

  • Confirm your business ensures the Enterprise Architecture Organizational Design process leads to a more efficient and effective business and IT Operating model.

  • Oversee, develop, recommend, and lead key strategic talent initiatives as leadership development, Change Management, workforce and Succession Planning, coaching up to the executive level, and Organizational Design and development.

  • Manage and facilitate Organizational Design and development, leadership coaching, and Team Building that support change and growth.

  • Solidify expertise with job analysis, Agile Organizational Design, Job Design and strategic Workforce Planning.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Organizational 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 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 Organizational Design improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is special Organizational Design user knowledge required?

  2. Who will manage the integration of tools?

  3. What measurements are being captured?

  4. Is a Organizational Design team work effort in place?

  5. In the past year, what have you done (or could you have done) to increase the accurate perception of your company/brand as ethical and honest?

  6. What prevents you from making the changes you know will make you a more effective Organizational Design leader?

  7. Who will be responsible for documenting the Organizational Design requirements in detail?

  8. How can you incorporate support to ensure safe and effective use of Organizational Design into the services that you provide?

  9. Is a follow-up focused external Organizational Design review required?

  10. Is there any additional Organizational Design definition of success?

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

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

  • 62 step-by-step Organizational Design Project Management Form Templates covering over 1500 Organizational Design 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 Organizational Design project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Organizational Design project team have enough people to execute the Organizational Design 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 Organizational Design 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 Organizational Design Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Organizational Design 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 Organizational 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 Organizational Design project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Organizational 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 Organizational 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 Organizational Design investments work better.

This Organizational 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.