Solutions

Organizational Development and Workforce Planning

Change doesn't have to be an emergency. Organizational development and workforce planning gives you the tools you need to make sure you have the right seats on the team, with the right people sitting in them, in order to command your marketplace.

Organizational development and workforce planning engagements are structured conversations about your industry and operations: How your organization works today and what you need the organization to be able to do. Often there is a scenario on the horizon that will change the shape of the team: a merger, downsizing, acceleration, or a strategic pivot. Organizational development gives you the tools to confidently explain to your executive stakeholders and teams how the team is about to change.

The structured conversations at the center of organizational development can be completed in an afternoon or over the course of several weeks, depending on executive time and the organization's size. The output is a clear strategic playbook with stakeholder communication tools covering roles and responsibilities that are changing, and roles and responsibilities staying the same.

Successful organizational development gets teams ready for change, so changes are adopted faster and more smoothly, with as little disruption as possible for the team members you want to keep.

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What to expect

  1. 1
    We get to know your operations, challenges, and goals on the horizon

    In each area the upcoming change affects, we review your

    • team
    • technology
    • vendors
  2. 2
    We set the scope, timeline, and stakeholders for the working sessions

    Working sessions with your executives cover changes to

    • roles and responsibilities
    • functional areas
    • headcount
    • spans and layers
  3. 3
    We complete and deliver the Organization Work Plan

    Your Work Plan sets out

    • organization changes
    • phases and timelines
    • transformation resources
    • how changes will be communicated
    • how transitions will be managed

    We can take an active or passive role in carrying out the plan, depending on the scope set in step 2.

Our promises

  • Get started fast

    Solutions ready in as little as 30 days

  • Scale as you go

    Just the right amount of support at every stage

  • Satisfaction guaranteed

    If we don't meet your expectations, we'll help you find another vendor

Organizational development capabilities

  • Change communication plans
  • Headcount & cost modeling
  • Insource vs outsource analysis
  • Job architecture
  • Merger & acquisition integration
  • Organization design
  • Organizational readiness assessment
  • Reduction in force planning
  • Role & work mapping
  • Skills gap analysis
  • Spans & layers analysis
  • Staffing plans
  • Succession planning
  • Transition playbooks
  • Workforce planning
  • Workforce transformation

Organizational development
Return on investment

  • Faster change adoption with smaller productivity dips
  • Lower turnover of valued team members
  • Earlier readiness for market shifts
  • Clearer view of your bench before you need it
  • The right people in the right seats

Case Studies

Showing 6 of 22 case studies

Training and Development Team Transformation

Scoped and recruited the new operations learning and development team to support increased demand by a healthcare organization bringing dozens of roles in-house. The team expanded onboarding and development support to 10,000+ employees at 180+ locations and made training records more accurate and convenient.

Industry
  • Healthcare
Headcount
10+
Function
  • Training & Development
Situation
  • Insourcing
  • Rapid growth
  • Multi-site rollout
  • Change management
Services delivered
  • Workforce planning
  • Recruiting
  • Onboarding & orientation
  • Training & development
Technology
  • Intranet knowledge hub
  • Learning management system
  • Applicant tracking system

Marketing Team Design and Recruitment

Designed and recruited marketing talent for a fast-growing financial services company preparing to go public. After going public, it acquired its nearest competitor and rose to the number one ranking in its industry segment.

Industry
  • Financial Services
Headcount
20+
Function
  • Marketing
  • Product Development
Situation
  • Rapid growth
  • IPO
  • Acquisition
Services delivered
  • Organization design
  • Staffing plans
  • Recruiting
Technology
  • Applicant tracking system

Training Company Re-Organization

Post-sale of a legacy training company, worked closely with new ownership to reposition the agency’s internal capabilities to be able to gain more visibility and business as a strategic, creative training partner.

Industry
  • Professional Services
Headcount
10+
Function
  • Training & Development
Situation
  • Repositioning
Services delivered
  • Organization design
  • Role & work mapping
  • Skills gap analysis
  • Staffing plans

Startup Go-to-Market Team Design & Recruiting

Stood up the first sales and operations team for an equipment manufacturing startup in the entertainment industry. The product was adopted across the entertainment industry, and the company earned recognition in top-tier media, including The Tonight Show.

Industry
  • Manufacturing
Headcount
10+
Function
  • Sales
  • Operations
Situation
  • Startup
  • Product launch
  • Sales enablement
Services delivered
  • Organization design
  • Staffing plans
  • Recruiting
  • Onboarding & orientation
Technology
  • Applicant tracking system

Marketing Team Redesign

Mapped the marketing capabilities a financial services company should move in-house, and synchronize to staffing plans, in order to enable rapid brand growth and 99% talent retention over a two-year period.

Industry
  • Financial Services
Headcount
20+
Function
  • Marketing
Situation
  • Brand growth
Services delivered
  • Organization design
  • Role & work mapping
  • Skills gap analysis
  • Staffing plans
  • Insource vs outsource analysis

Marketing Consultancy Re-Organization

Built a new org chart, revised work assignments, and a gap analysis to staff a marketing consultancy scaling its production capacity after a surge in new business.

Industry
  • Professional Services
Headcount
10+
Function
  • Consulting Operations
Situation
  • Brand growth
Services delivered
  • Organization design
  • Role & work mapping
  • Skills gap analysis
  • Staffing plans
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