Org design project steps
1. Initiate organisation strategy
The organisational decision makers must first set strategic and operational priorities. By defining the reasons behind the change and setting specific goals, it’ll be easier to keep everyone aligned and to track your progress. Assemble your org design team and kickstart your project.
Org design project overview
2. Data in
First let’s cover one of the core building blocks of an org design project, quick and easy access to clean HR data.
Combine all relevant people data into one tool
Automate recurring refresh for always up-to-date data
User-based access for secure sharing across your org
Fix broken reporting lines & errors
Single source of truth
A key challenge for HR is creating a complete picture of your workforce in one place. Having a reliable source of truth means:
Get a clear view of your current state for analysis
Leaders access to one pool of data for reporting
Clean HR & employee data
To build an effective workforce plan, it’s important to have clean, useful workforce data as a foundation.
The best way to fast track a data cleansing project is to visualise data in an org chart. This allows your team to easily see broken data, duplicates and orphans.
Or even better, we can do this for you.
3. Assess the current state
Org charts are useful for mapping out reporting structures for employees. This allows you to better understand the current state and openly share information. They also enable org design teams to create and test ‘future state’ proposals, providing clear visibility of quick wins for improvement and strengths to protect. Org design tools help by highlighting:
Here’s some view examples that help with workforce analysis. Drill up and down layers quickly and highlight opportunities where changes will make the biggest impact:
By accessing strategic views of your workforce, you can explore proposals in depth. Have all the information you need in one place, so you can be certain which ‘future state’ proposal is the best fit.
4. Design, test & recommend proposals
Why is it important to have an effective organisational design? So workflows run smoothly and so people know where they sit and how their work contributes toward the overall direction of the company. Org design tools streamline the workforce modelling process, allowing you to assess the flow on effects of every decision. Some key benefits of using a dedicated org design tool:
easy drag & drop
Position or person based org charts
Secure collaboration for fast approval
Below is an example of a restructure use case, using visualisation rules & a sunburst view to quickly drill through lots of levels of data. This view allows users to quickly identify where to start reducing risk and workforce costs. This tool provides dynamic updates to as-is data with every change.
When the proposals are tested against the strategic and operational business priorities, a preferred design emerges. Once you understand the gap between current and future state, it becomes much easier to zero in on actions. Next, it’s time to translate the preferred design into a top level, detailed organisation chart.
5. Rollout the future structure
Once an org design proposal has been approved, a solid roll out plan is essential for a successful adoption. Some best practices for delivery include:
By using an org design tool to share your future org structure, you’ve already done the groundwork to communicate your plan. By allowing your entire team to independently view the new structure, employees have time to process where they fit and can quickly understand big picture changes.
What others have to say
Our people and leaders use org.manager charts on a daily basis. Access to real workforce insights has helped leaders make more informed decisions.
Maria Soo, A/Lead Workforce Planning, Ambulance Victoria
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