TOOLKIT

We believe leaders ought to be equipped with the capabilities and tools to drive organization design, development and change. Please scroll over the resources below for access - all free to use - including videos, planning and design guidelines, and process descriptions. They are separated into four categories: Strategy Development and Planning, Leadership and Team Development, Organizational Change, and Organization and Process Development.

Strategy Development and Planning

Environmental scan

Environmental scan

Strategic Narrative Development

Strategic Narrative Development

Strategic Initiative Planning

Strategic Initiative Planning

Balanced Scorecard Templates

Balanced Scorecard Templates

Emergent Strategy Framework

Emergent Strategy Framework

Strategy Prototyping

Strategy Prototyping

Leadership and Team Development

Leadership Team Development

Leadership Team Development

Team Effectiveness Survey

Team Effectiveness Survey

Building Social Capital

Building Social Capital

Virtual Team Best Practices

Virtual Team Best Practices

Leadership Team Charter

Leadership Team Charter

Leadership Behavior in Change

Leadership Behavior in Change

Trust-Building

Complex Team Success

Complex Team Success

Organizational change

Change Management Strategy

Change Management Strategy

Change Engagement Dashboard

Change Engagement Dashboard

Change Integration Reporting

Change Integration Reporting

Post-merger Integration Roadmap

Post-merger Integration Roadmap

Associate Change Impacts

Associate Change Impacts

KISM Stakeholder Assessment

KISM Stakeholder Assessment

Change Communications Planning

Change Communications Planning

M&A Communications

M&A Communications

Behavioral Support for Change

Behavioral Support for Change

Enablers and Restraints to Change

Enablers and Restraints to Change

Change Metrics Samples

Change Metrics Samples

Org Change Transition Planning

Org Change Transition Planning

High Impact Change Tracker

High Impact Change Tracker

Organization and Process Development

Process Focus in Organizations

Process Focus in Organizations

Business Process Mapping

Business Process Mapping

Metrics Development Process

Metrics Development Process

Conversation-based Assessment

Conversation-based Assessment

Functional Integration Readiness

Functional Integration Readiness

Imagining the Future State

Imagining the Future State