Playbook · #WORK

Leistungsfähige Organisationen gestalten.

Nicht mit dem Organigramm beginnen. Sondern mit Auftrag, Arbeit und Wirkung.

Von der Strategie über die Arbeit zur passenden Organisationsstruktur.

Führungsteam entwickelt gemeinsam ein Organisationsmodell
Organisation entsteht im Zusammenspiel von strategischer Richtung, realer Arbeit und Menschen.

Why this playbook

A new organisation chart does not solve an organisational problem.

When decisions take too long, responsibilities overlap or growth overwhelms collaboration, it is tempting to redraw boxes. Yet a high-performing organisation does not begin with positions and reporting lines. It begins with a clear mandate and the question of which outcomes must be delivered, what work this requires and how structures, collaboration and people need to interact.

Organisation development operating model

The operating model at a glance

From strategy through the work to the right organisational structure. The overview shows the path; the four phases explain the approach, output and decision.

Strategic guardrails and success criteriaAgreed in phase 1 · the standard for every phase

Baseline for positions, capacity and costAs a quantitative and FTE baseline, we capture today’s distribution by organisational unit, function and location – the basis for the future allocation and cost comparison.

  1. 01 – Understand

    Clarify the mandate and starting point

    Mandate + baseline
    • Understand the trigger and the problem
    • Clarify the mandate
    • Capture positions, capacity and cost as a quantitative and FTE baseline
    • Derive 4–6 guardrails from the strategy
    • Agree success criteria for the organisation development

    OutputClear design mandate

  2. Decision gate 1

    Are the problem, mandate and success criteria sufficiently clear?

    If not: refine phase 1

  3. 02 – Design

    Develop the target operating model

    Organisation and structure Collaboration and processes People and capabilities

    The strands influence one another: a new allocation of tasks changes responsibilities, decision rights, roles, leadership requirements and required capabilities.

    Design logic

    Tasks Bundles Structure

    Outputs and tasks determine how work is bundled and structured.

    Clarify outputs → capture tasks → bundle tasks → derive structures.

    OutputViable organisational options

  4. Decision gate 2

    Are the options complete, coherent and robust?

    If not: refine phase 2

  5. 03 – Decide

    Decide and plan the transition

    A B C Target model FTE movements, costs and waves
    • Compare options
    • Assess options against the guardrails
    • Test real work and decision cases
    • Review FTE movements, capacity, cost and potential savings
    • Select the target operating model
    • Plan the transition and implementation waves

    OutputAgreed target operating model and realistic roadmap

  6. Decision gate 3

    Has the target operating model been agreed and the transition planned realistically?

    If not: refine phase 3

  7. 04 – Make it work

    Implement and stabilise

    Implement Review impact Adjust
    • Introduce roles and responsibilities
    • Enable leaders and employees
    • Establish new routines and decision paths
    • Measure impact against the success criteria
    • Identify deviations and friction
    • Adjust deliberately

    OutputA functioning new way of working

Communication · involvement · co-determinationSupports all four phases – involving the works council where relevant

The approach in detail

Four phases. Clear outputs. Deliberate decisions.

Each phase builds on the previous one. The strategic guardrails and agreed success criteria remain the standard. Communication and involvement support the entire journey; where a works council exists, information, consultation and co-determination rights are reviewed early and built into the process plan.

01UnderstandClarify the mandate and starting pointWhat is triggering the change – and how will we know it is working?

What happens

We clarify the trigger, problem, sponsor, decision rights and affected areas. We test whether a robust strategy is in place. From this we derive four to six organisation-specific guardrails and measurable success criteria. If strategic direction is missing, we identify this as a prerequisite to be resolved first.

How we proceed

Interviews and existing documents make perspectives, performance bottlenecks, duplicated work and change readiness visible. In parallel, we establish the baseline for positions, capacity and cost: as a quantitative and FTE baseline, we capture current FTE by unit, function and location and add available personnel cost and capacity data.

Stakeholders, communication and co-determination

We clarify who needs to be involved and informed, when and how; explain the reason, objective and process; and define the next decision and communication points. Where a works council exists, participation and co-determination rights are reviewed early and the process is aligned accordingly.

Output and decision

An agreed mandate, a shared view of the starting point, the quantitative and FTE baseline, four to six guardrails and verifiable success criteria. Design begins only once mandate and direction are clear.

02DesignDevelop the target operating modelWhat work must the organisation perform – and how should it work together?

Organisation and structure

We clarify outputs and core functions, capture the required tasks and bundle related work. Structural options are developed from these bundles. The quantitative and FTE baseline shows where positions and capacity sit today and what allocation each option requires.

Collaboration and processes

We examine real workflows, handovers, interfaces and decision paths. This shows where the new model changes collaboration and which routines need to be adapted.

People and capabilities

From tasks and areas of responsibility, we derive roles, job profiles and the professional and leadership capabilities required in future. We then deliberately assess how well experience, skills and potential match these requirements. This leads to transparent staffing and development decisions; people implications are made visible and decided only on the basis of the agreed target operating model.

Make the design process transparent

Interim results, open questions and genuine design choices are made transparent. Leaders, employees and – where present – the works council are involved in line with their role, without pre-empting decisions or personnel measures.

Completeness check with the Operating Model Canvas

The canvas serves as a completeness check: do strategy, performance management, governance, structure, processes, people, capabilities and systems fit together? It is not a second process model. The output of this phase is a set of coherent, connected target operating model options.

03DecideAssess the options and plan the transitionWhich option meets the guardrails – and is practical to implement?

Test the options rigorously

We compare the models against the agreed guardrails and test them using typical work, customer and decision cases. We assess responsibilities, interfaces, spans of control and the impact on quality and performance.

Make FTE and cost implications transparent

The current quantitative and FTE baseline is compared with the planned future allocation: which capacity moves where, which roles are created or removed, and what is the cost impact? Savings, additional requirements and one-off transition costs are made transparent as assumptions and validated jointly.

Prepare the decision and communication

The leadership team aligns on a shared message and the sequence of communication: what has been decided, what remains open and when will further decisions follow? Participation and co-determination steps are firmly scheduled before the target model and potential people implications are communicated.

Output and decision

A well-founded decision on the target operating model and a realistic transition and implementation plan with owners, dependencies and waves. Cost and FTE assumptions are documented; potential savings are not taken for granted.

04Make it workMake the new organisation operationalHow does the target operating model become reliable day-to-day work?

Implement and enable

Roles, responsibilities, decision paths and working routines are introduced. Leaders and employees receive the orientation and support they need for their new responsibilities and collaboration.

Support the change

Communication follows clear milestones: first the process and why, then the target operating model and genuine design choices, followed by people decisions and the implementation plan. Those directly affected are informed personally before broader communication; leaders communicate consistently, feedback is captured and open points receive clear owners.

Review impact and adjust

We review the agreed success criteria, performance and cost impact and the organisation’s actual ability to operate. Where friction or deviations emerge, responsibilities and routines are adjusted deliberately.

From playbook to practice

Move the initiative forward.

If you need support with organisation design or implementation, these services provide the right next step.

#WORK · #PEOPLE

Design the organisation and operating model

Align structures, processes, roles and decision paths with the strategy.

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#DELIVER

Deliver strategic change

Connect accountability, capacity and decisions across multiple implementation steps.

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#WORK · #DELIVER

Increase efficiency and improve results

Assess tasks, capacity and economic impact together.

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Further reading

Four complementary perspectives.

Starting line-up for a transformation

#DELIVER

The right starting line-up matters

Why clarity, commitment and genuine ownership matter from the start.

Read more
Visualising the connections within an organisation

#WORK

Beyond the boxes

Organisation as a dynamic interplay of work, relationships and accountability.

Read more
Leaders supporting a change

#PEOPLE

Communicating a reorganisation clearly

Three communication stages make the process, target operating model and people decisions transparent in the right sequence.

Read more
Prepared shoes and a packed bag by a front door

#WORK

Day 1 – no second chance for a first impression

Why clarifying expectations and planning carefully create the basis for a convincing start.

Read more