Scoping Tools

Org Design Project Scope – Template
Project Roadmap – Template

Foundations and Supporting Materials

Interview and Data Prep Materials
Org Design Focus Group Questions – Template

Meeting Decks and Documents
1 Org Design Alignment Meeting – Example
2 Org Design Background Foundations – Example
3 Org Design Meeting #1 – Example
4 Org Design Meeting #2 – Example
5 Org Design Meeting #3 – Example
7 Org Design Meeting #5 – Example
8 Org Design Meeting #6 designed for client- Example
9 Org Design Meeting #7 – Example

Reference Resources
Case study_- Prairie Hill Cohousing – SoFA
Human Resource Management International Digest – Zappos
Hybrid and Matrix Structures – Reference
Span of Control – Reference
The Zappos Holacracy Experiment

Readings

Adopting a Mindset of Execution as Learning – Amy Edmondson Interview
Creating Strong Prog Locally
Ensuring Site Consistency
Evolution and Revolution as Organizations Grow – Harvard Business Review
Getting Organizational Redesign Right – McKinsey
Literature on Scaling Social Impact
Org Chart National
Org Design Process
Organization Structure – Document Tracker Sheet
Phases of Organizational Life Cycle Development
Regional Organizational Chart
Six and Seven Circle Models
Some Considerations in Designing Orgs
Teal Organizations and Sustainable Development
The Effective Organization