Define Scope & Approach
This stage is about developing your understanding of the gap (or 'misalignment') between the way we are organised and operate today, and the way we will need to operate in future to deliver our strategy and goals. This allows you to define the scope of change and build your approach and plan for carrying out the redesign work.
Guidance
Work at this stage involves:
- Capturing or updating an 'As Is' description of the organisation and how it operates today.
- Assessing the impact of the change – i.e. comparing the strategic requirements the change must deliver (the 'To Be' organisation) with the 'As Is' organisation.
Work at this stage also involves translating the strategic requirements for the new design into a set of Design Criteria that will guide and inform the subsequent redesign work.
A well defined set of Design Criteria will inform and guide the detailed Organisation Design work that follows these preparation stages. Your design criteria should set out, for example
- Design objectives – the scope of design, timing and speed of the design process, how design decisions will be made.
- Design criteria - what the new Organisation Design must accomplish, achieve or facilitate (e.g. improve customer service, the 'problems' that must be solved in the new design).
- Success indicators – the benefits needed (e.g. reduced cost) and by when.
- Design constraints – e.g. the 'givens' and constraints that the design team must work within.
At this stage you also need to build your project plan.
Tools
Impact Assessment
- Resource to ascertain what areas of the organisation undergo equality assessment and what exactly is examined.
Equality Impact Assessment - Explores the requirements that public authorities must fulfil to meet equality legislation.
Design Criteria Constraints - Template to outline design criteria and constraints.
Johnson & Scholes Culture Web- A model that identifies an organisation’s current culture and helps to develop a new one by looking at six interrelated elements.
Organisational Cultural Inventory - One of the most widely used and thoroughly researched organisational surveys in the world. This creates a picture of an organisation’s operating culture.
Organisational Effectiveness Inventory - This resource details a tool that is designed for data-based change programmes that promote employee engagement and organisational effectiveness.
Business Design Framework: Design Principles - Use this resource to find out what design principles are and why they are central to the future success of any organisation.
Key Questions