As the first phase of the organizational design process, define is the most crucial step and often the most skipped. This step ensures that the design elements, organization’s strategy, and key stakeholders are aligned.
Definitive Strategy and Organizational Capabilities
By the end of this phase, you’ll have a clear understanding of the organization’s goals and critical capabilities to assess in the next phase. Click on each step to learn more.
Vision, Mission & Strategy
A. Clarify the organization’s vision and purpose by conducting research and interviews with leadership and gathering document scoping.
B. Develop a strategy on how the organization will accomplish its vision.
C. Review and summarize strategy with leaders and then identify key stakeholders/sponsors.
3-5 Year Objectives
A. Develop long-term objectives, metrics and a timeline of activities, initiatives and events.
B. Determine the scope, resources, methods and customers involved.
C. Make decisions about investments of resources to keep the organization on track to achieve its vision and mission.
Annual Goals/Objectives
A. Strategize a plan for how the organization will perorm on a quarerly basis over the next fiscal year.
B. Define objectives and metrics for the current fiscal year (a shorer timeline).
C. Connect annual to long-term, identify interdependencies and assign owns of each.
Critical Organization Capabilities
A. Determine and prioritize 4-5 most critical capabilities of the organization must have to succeed (achieve strategic objectives).
B. List process requirements of each critical capabilities.
By the end of this phase, you’ll have a clear understanding of the organization’s goals and critical capabilities to assess in the next phase. Click on each step to learn more.
Vision, Mission & Strategy
A. Clarify the organization’s vision and purpose by conducting research and interviews with leadership and gathering document scoping.
B. Develop a strategy on how the organization will accomplish its vision.
C. Review and summarize strategy with leaders and then identify key stakeholders/sponsors.
3-5 Year Objectives
A. Develop long-term objectives, metrics and a timeline of activities, initiatives and events.
B. Determine the scope, resources, methods and customers involved.
C. Make decisions about investments of resources to keep the organization on track to achieve its vision and mission.
Annual Goals/Objectives
A. Strategize a plan for how the organization will perorm on a quarerly basis over the next fiscal year.
B. Define objectives and metrics for the current fiscal year (a shorer timeline).
C. Connect annual to long-term, identify interdependencies and assign owns of each.
Critical Organization Capabilities
A. Determine and prioritize 4-5 most critical capabilities of the organization must have to succeed (achieve strategic objectives).
B. List process requirements of each critical capabilities.
