See an overview of the design methodology
Below you’ll find an overview of a suggested step-by-step activities for an organisation design project, together with links to tools to assst you with each step.
Enter and contract
Activities
- Clarify mission and purpose
- Identify client, sponsor and existing governance
- Support develop a case for change
- Assess leadership commitment
Deliverables
- Contractual agreement
- Business case for change/new design
- Initial governance documented
Diagnose
Activities
- Conduct internal and external scan (understand context)
- Assess current organisation
- Start stakeholder engagement and risk management
- Identify sponsorship and leadership involvement
- Start building the case for new design
Deliverables
- Plan on a page
- Success criteria
- Business case
- Assessment report
Design
Activities
- Determine governance and team(s)
- Develop design principles
- Map ‘as is’ organisation
- Develop design options
- Refine and test options
- Define links and synergies with people, culture, values (‘as is’ and ‘needs to be’)
- Evaluate and decide design
Deliverables
- Design principles signed-off
- 3 high-level design options
- Pro and con analysis of design options
Plan
Activities
- Set up planning teams – bring in change managers or move to change manager mode
- Agree governance
- Develop detailed design
- Develop transition plan
- Get transition resources
- Engage and communicate with stakeholders
Deliverables
- Project plan
- Project readiness assessment
- Performance scorecard
- Stakeholder engagement and communications plan
Implement
Activities
- Maintain leadership support
- Lead, engage, communicate.
- Manage transition activities
- Keep engagement with change
- Be prepared to adapt!
Deliverables
- Project progress reports
- Learning and development
- Adaptations that still meet the design principles
Reflect and optimise
Activities
- Assess impact of the new design
- Conduct a retrospective
- Self-evaluation
- Surface immediate issues
- Revisit any of the stages and steps and iterate
- Close the project
- Plan next steps to monitor and optimise
Deliverables
- Evaluation report
- Optimisation plan detailing corrections and next steps
- Snagging list/corrections needed
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