swap_horizontal_circle Organizational Alignment

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.

A critical first step in organizational design is defining how the design should proceed so that the appropriate stakeholders are engaged, proper information is utilized, and the ... 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 organizational structure should be selected and tailored to meet the needs of the organization. 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.

Of course, an organization is much more than boxes on an organizational chart. Once a structure is in place, the top priority is placing people into roles within the organization. ... 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 aspects of an organization work in harmony to help the organization implement the business strategy and accomplish its goals. Operating models ... more »

Designing Process and Information Flows to Efficiently Allocate Organizational Resources and Facilitate Information Sharing.

Effective coordination depends on clarity regarding the tasks that are to be performed in an organization and the information that is needed for and generated by work on these ... 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 decision-making. ... 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 and provide the right incentives to empower the organization to ... 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 and Outside the Organization to Foster Informal Collaboration.

Informal relationships—those that are outside of a formal hierarchical structure—can be highly influential in determining how work gets done and therefore how value is ... more »

Implementing Agile Teams to Respond to Dynamic Market Environments.

Organizations have traditionally relied on top-down coordination, slow feedback loops, and siloed workflows. To adapt to rapidly evolving business environments, organizations ... more »

Identifying Partnership Opportunities with External Stakeholders to Enable Collaboration Across Organizational Boundaries.

Often, the resources that organizations need to create value are outside of the organization. This is particularly true in complex, uncertain environments. Thus, while facilitating ... more »

Assessing How Emerging Technologies Can Shift the Organization Towards Innovative Frontiers.

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 »


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