Organizational Structure

About Organizational Structure

Organizational structure consulting is about helping you identify the future/desired state of your organizational structure, plan for how to migrate from your current to your future state structure, and execute your migration plan.

Read on to learn more about our organizational structure consulting process.

Use Case Scenarios

Here’s how clients have used our organizational structure consulting:

  • To improve operational performance

  • To streamline workflows

  • To adapt to new business model demands

  • To better support/execute a strategic plan

  • To support post-merger organizational structure planning

Deliverables

In addition to our process and subject matter expertise, the following digital deliverables will be provided:

  1. Current Enterprise database (the results of discovery)

  2. Future-state enterprise database

  3. Migration strategy plan database

Process Summary

Discovery Prerequisite

We begin with a discovery process that allows us to build the baseline Enterprise database that we leverage in support of each of our consulting disciplines, including leadership and succession. Key components captured during discovery and that are relevant to our organizational structure consulting effort include your business model and organizational structure (departments). Learn more about Discovery.

Data Gathering Survey Activities

We utilize a number of engagement surveys in order to build a complete picture of your leadership structure and succession readiness status risk. Basic organizational data is collected during discovery. During an organizational structure consulting project we seek additional input from your team to build on that data - data we capture in a rich, leadership/succession-specific database.

For example, once future state structure options/possibilities are tentatively defined, we need to identify the current departments and people responsible for the model elements that might persist in the future state. This data is helpful in a future state context because we can then differentiate between departments that need to be created versus those that may need to be repositioned, changed, or even eliminated.

Our data gathering survey interactions include:

  • Business model "future state" survey

  • Business model/department linkage survey

  • Migration objectives survey

  • Migration projects survey

Discussion and Decision Events

We space out opportunities for discussion and decision making over the course of multiple months. This allows you time to properly prepare for each unique discussion/decision making interaction effort, preparation that includes reflecting on the decisions made to that point.

For example, once current departmental linkages to the future state business model possibilities are known, you’ll need ample time to consider potential operational risks and negative influences given future business model possibilities, and also time to identify which risks need to be resolved before moving forward with designing the final future state recommendation.

Our discussion and decision events are listed below. You'll note that there are a number of listed events. Thanks to the ease with which teams can meet using video conference technology, our events are entirely virtual, relatively short and focused, and spaced out for the reasons described above.

  • Orientation

  • Future state business model discussion

  • Business model/department linkage discussion

  • Future state model design (collaboration approach)

  • Future state recommendation review and affirmation

  • Migration objectives development

  • Objective project(s) development

  • Project planning and budgeting

  • Project plan review and kick-off meeting

  • Monthly migration/progress check-in

Migration Project Management

Sometimes clients manage the migration process internally, but if you need extra assistance in ensuring all of the necessary steps of the migration process are completed in a timely manner, we can offer our support, working hand-in-hand with you throughout the migration process.

Check-Ins and Follow-Up

In the event we are not assisting with migration project management, our support for the migration process still continues. We schedule recurring check-ins (starting after the project plan review and kick off) to allow you the benefit of "outsider" feedback on execution progress.

Workflow Timeline Summary

Our work effort assumes a one-year engagement and process. The efforts unfold as follows:

  • Month 1:

    • Discovery (for new clients)

    • Orientation

  • Month 2:

    • Business model "future state" survey

    • Future state business model discussion

  • Month 3:

    • Business model/department linkage survey

    • Business model/department linkage discussion

  • Months 4-5:

    • Future state model design (collaboration approach)

    • Future state recommendation review and affirmation

  • Month 6:

    • Migration objectives survey

    • Migration objectives development

    • Migration projects survey

    • Migration project(s) development

  • Month 7:

    • Project execution (task) planning and budgeting

  • Month 8-12:

    • Project plan review and kick-off meeting

    • Project execution

    • Monthly migration/progress check-in

Schedule an Engagement

If you are interested in further discussing this process, or are ready to schedule an engagement, please call us at (888) 217-5988 or complete our contact request form.