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Organizational Design
Influencing organizational actions through the design of key activities, roles, reporting relationships, and decision rights to ensure organizational success.
Documents included in this package
Level 1 - Core
Establishing Governance and Principles for Designing the Organization that are Aligned with Business Strategy.
An essential first step in organizational design is defining how the design should proceed so that the appropriate stakeholders are engaged, the elements of the organization (e.g., ... more »
Designing an Organizational Structure to Facilitate Coordination and Effectiveness Across Business Areas and Levels.
Once organizational design priorities and principles have been identified, an initial organizational structure should be selected and tailored to the organization's needs. The ... more »
Defining Capabilities, Tasks, and Roles to Create Clarity and Accountability in the Organization.
A well-functioning organization provides clarity regarding the work required to achieve its objectives. It also provides a shared understanding of who will perform that work. ... more »
Assessing, Selecting, and Placing People into Roles to Leverage Employee Capabilities in the Organization.
An organization is much more than boxes on an organizational chart. Once a structure is in place, the top priority is to place people in roles within the organization. This should ... more »
The External Environmental Scan Tool: Capture and Categorize Factors Outside of the Company’s Scope Impacting its Objectives.
Analyze Key External Factors Impacting Business’s Objectives. Identify barriers and enablers to consider in an HR Strategy. [Download Template & Excel File]... more »
The Internal Environmental Scan Tool: Capture and Categorize Factors Internal to the Company Impacting its Objectives.
Analyze Key Internal Factors Impacting Business’s Objectives. Identify barriers and enablers to consider in an HR Strategy. [Download Template & Excel File]... more »
The Capabilities, Tasks, and Roles Worksheet Tool: Identify Work Needs and the Roles Responsible for Completing It.
Identify Work Needs and the Roles Responsible for Completing It. Define broad capabilities. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »
The Organizational Inventory and Talent Tracker Tool: Trace Individuals in the Organization During an Organizational Design Process.
Trace Individuals in the Organization During an Organizational Design Process. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »
Level 2 - Advanced
Creating an Operating Model to Align the Organization with the Business Strategy.
Operating models identify how all elements of an organization work in harmony to develop and implement the business strategy and achieve its goals. They provide clarity and ... more »
Designing Process and Information Flows to Efficiently Allocate Organizational Resources and Facilitate Information Sharing.
Organizational Design identifies the responsibilities and structures the relationships through which business units, functions, teams, and individuals conduct and coordinate their ... more »
Establishing Governance and Decision Rights for Key Processes to Strengthen Accountability and Ownership.
The full power of an organization is harnessed only when responsibility and accountability are clearly assigned, and all the appropriate stakeholders are involved in ... more »
Implementing Performance Metrics and Incentives to Empower the Organization.
Well-designed organizations not only place the right people in the right roles but also measure performance to optimize business outcomes and provide the appropriate incentives to ... more »
The Operating Model Template: Connect Business Strategy to the Operational Requirements that Shape Organizational Design.
Connect business strategy to the operational requirements that shape organizational design. Downloadable Tool... more »
The Process Activity and Sequence Worksheet: Document Workflow Steps and Sequence to Create Clear Process Maps.
Define workflow boundaries, activities, roles, systems, and sequence with a practical worksheet that supports process mapping and improvement... more »
The Task Governance Chart Tool: Define Who in the Organization Should be Involved in Executing a Particular Task.
Define Who in the Organization Should be Involved in Executing Key Tasks. Facilitate collaboration for complex activities. [Download Template & Excel File]... more »
Level 3 - Emerging
Facilitating Networks Inside the Organization to Foster Informal Collaboration.
Informal relationships that operate outside the formal hierarchy can strongly influence how work gets done and value is created. These connections develop through information ... more »
Implementing Agile Teams to Respond to Dynamic Market Environments.
Organizations have traditionally relied on organizational designs with top-down direction, fixed management and team structures, and static cross-team coordination requirements ... more »
Identifying Partnership Opportunities with External Stakeholders to Enable Collaboration Across Organizational Boundaries.
Increasingly, leading organizations are recognizing that the resources needed to create new, innovative, and strategic value exist outside of the organization. This is particularly ... more »
Assessing How Emerging Technologies Can Shift the Organization Towards the Forefront of Innovation.
Technological developments, including artificial intelligence (AI) and machine learning (ML), are reducing the need for human-intensive work in some areas and are expanding the ... more »
The External Resources Worksheet Tool: Identify Processes and Tasks that Can be Outsourced to Improve Efficiency and Effectiveness.
Identify Processes & Tasks that Can be Outsourced to Improve Efficiency & Effectiveness. Assess complexity vs hidden knowledge. [Download Template & Excel File]... more »
The Task Automation Worksheet Tool: Identify Tasks that Can be Effectively Completed Using AI and Other Automation Solutions.
Identify Tasks that Can be Effectively Completed Using Artificial Intelligence (AI) and Other Automation Technologies. [Download Template & Excel File]... more »
Related Documents
Selecting Organization Design Choices to Shape Operating Model Guiding Principles.
Leverage a structured set of organization design categories, dimensions, and trade-off options to help define Guiding Principles for Organization Design... more »
Developing a Winning Talent Strategy to Identify Key Capabilities and the Most Appropriate Workforce Mix.
A talent strategy defines the talent needs and associated objectives necessary to meet top business goals. It is both an integral part of the HR strategic plan and a direct ... more »
Establishing a Core Talent Management Strategy to Set Priorities and a Strategic Roadmap.
As a company defines its business strategy, each function must align its objectives and actions to support its strategic goals. Talent management strategy is a key process that the ... more »
Conducting Workforce Segmentation to Focus on the Most Valued Positions.
Workforce Segmentation describes the process of categorizing roles in the organization and determining the value of each relative to the strategic objectives of the company. The ... more »
Using Human-Centered Design to Build Employee and Customer-Focused Innovation Initiatives.
Use human-centered design to build employee and customer-focused innovation initiatives. Leverage a Comprehensive Step-by-Step Guide with 5 Essential Practices... more »
CHRO Success Profile: Deep Dive.
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HR Business Partner Success Profile: Deep Dive.
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HR Manager, HR Generalist, and HR Business Partner Role Differences: Deep Dive.
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Contingent Workforce Management Explainer: Mastering the Fundamentals.
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Structuring a Job Architecture Workshop: CoCreator Answers.
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