Practitioner Resources

The Playbook

Every tool, framework, and case example from the book will be available to download as editable PowerPoint files once the book is published in October. Feel free to preview all of the materials now.

The Five Milestone Framework

Click a milestone to view tools and examples.
framework
M1.1
Star Model (adapted)

Galbraith’s foundational framework with basic design questions.

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framework
M1.2
The Five Milestone Design Process

Overview of the overall design process, updated.

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roadmap
M1.3
The Discovery Milestone

The major design tasks.

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framework
M1.4
Discovery and Ambition Elements of the Operating Model

Design outputs for Milestone One.

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framework
M1.5
Business Configuration Framework

Continuum for defining extent of integration in target op model.

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framework
M1.6
Business Configuration Framework (simplified version)

Edited for executive conversations.

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Discussion tool
M1.7
Business Configuration Deeper Dive

Loosely-Related vs. Closely-Related portfolio options.

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Framework
M1.8
Three Horizons Strategy Framework

Identifying major strategy choices across three major timeframes.

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CASE EXAMPLE
M1.9
Strategy Horizons Example

Strategy horizons at Alphabet (based on publicly sourced materials).

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CASE EXAMPLE
M1.10
Horizons and Capabilities Example

Strategy choices and capabilities for a European industrial company.

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CASE EXAMPLE
M1.11
Assessment Example

Problem statements for a European industrial company.

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CASE EXAMPLE
M1.12
Strategy Map Example

Ambition and capabilities in a large consumer brands company.

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CASE EXAMPLE
M1.13
Diagnostic Logic Example

Getting from the presenting problem to “the problem to solve.”

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CASE EXAMPLE
M1.14
Assessment Themes Example

Sorted by Star points.

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CASE EXAMPLE
M1.15
Strategy Choices and Organizational Capabilities Example

Large cloud services provider.

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worksheet
M1.16
Assessment Questions Example

Focused on specific capabilities in a consumer health company (1 of 3).

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worksheet
M1.17
Assessment Questions Example

Focused on specific capabilities in a consumer health company (2 of 3).

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worksheet
M1.18
Assessment Questions Example

Focused on specific capabilities in a consumer health company (3 of 3).

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facilitation tool
M1.19
Options for Engaging People in the Design Process

High involvement design by milestone.

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roadmap
M1.20
The Development Roadmap for Organization Designers

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ROADMAP
M2.1
The Architecture Milestone

The major design tasks.

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FRAMEWORK
M2.2
Architecture Milestone Elements of the Operating Model

Design outputs for Milestone Two.

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FRAMEWORK
M2.3
Four Structure Design Options

Advantages and disadvantages of each of the building blocks.

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CASE EXAMPLE
M2.4
Basic Organization Model 1

Example of design concept for global brand matrix in an apparel company.

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CASE EXAMPLE
M2.5
Basic Organization Model 2

Global VP/GM role with Regional VP role with placement of functional work.

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ORG MODEL
M2.6
Front-Back Org Model (Variation A)

Differentiated middle with consolidated front and back.

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ORG MODEL
M2.7
Front-Back Org Model (Variation B)

Differentiated middle and back with a shared front.

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ORG MODEL
M2.8
Front-Back Org Model (Variation C)

Differentiated front and middle with shared back.

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leadership tool
M2.9
Product Team Types

Light weight to heavy weight design options illustrating functional alignment.

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FRAMEWORK
M2.10
Layers of Leadership Framework

Strategic, integrative, and operating layers.

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case example
M2.11
Organization Roles Example

Business and function units distinguished for each layer.

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case example
M2.12
Enterprise Role Definition Table 1

Example role of the center vs. businesses in a large professional services company.

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case example
M2.13
Enterprise Role Definition Table 2

Example of role of the center vs. businesses in a medical devices company.

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framework
M2.14
Function-Value Framework

Sorting role of center vs. business by core functional mission.

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case example
M2.15
Function-Value Work Sort Example

HR role sort for large financial services company.

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ORG MODEL
M2.16
Service Delivery Model

HR service delivery in a large, global financial services firm.

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ORG MODEL
M2.17
Function Layering Blueprint

Example of a large industrial company in closely-related operating model.

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ROADMAP
M3.1
The Integration Milestone

The major design tasks.

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FRAMEWORK
M3.2
Integration Milestone Elements of the Operating Model

Design outputs for Milestone Three.

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framework
M3.3
Center-Led Framework

Discussion tool for differentiating a center-led vs. central or decentral op model.

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framework
M3.4
Purpose of the Matrix

Multiple voices for value ”at the table” in the multi-dimensional operating model.

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case example
M3.5
Typical Business-to-Geo Matrix Structure

Showing with a high-value node where global and region must connect.

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case example
M3.6
Business-Market Handshake Tool

Key nodes in the matrix (crosses indicate highest growth potential).

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case example
M3.7
Matrix Org Model Example

Global brand teams matrixed with regions and functions (four axis model).

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case example
M3.8
Workflow-Based Role Definition 1

Example in an apparel brands company.

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case example
M3.9
Workflow-Based Role Definition 2

Example in a life sciences company.

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decision tool
M3.10
Three Decision Types

Defining decision rights for highest-value operating decisions (focus key priorities).

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decision tool
M3.11
Two Decision-Making Mindsets

How trust determines decision speed in the multi-dimensional orgs.

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case example
M3.12
Center-Led Platforms and Empowered Businesses

How a medical devices company aligns for new data-based business models with center led, integrating teams.

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decision tool
M3.13
Decision Areas Mapped to Business Process

Simple decision rights with designated decision captains.

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decision tool
M3.14
Decision Rights Table Example 1

In a consumer products company (focus on high-value decisions).

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case example
M3.15
Decision Rights Table Example 2

Expanded in a food and beverage company (focus on high-value decisions).

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decision tool
M3.16
Role of the Decision Captain Example

In a financial services company.

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case example
M3.17
Individual and Collaborative Metrics Example

For global offering leader and market unit leader.

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case example
M3.18
Aligned OKRs Example

Between R&D and commercial units in life sciences company.

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case example
M3.19
Interaction Model Example

With decision rights, metrics, and key behaviors for life sciences company.

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worksheet
M3.20
Tension Scenario Worksheet Example

Practicing an interaction model with real scenarios.

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framework
M3.21
4Cs Trust Behaviors

Aligning on better decision-making behaviors in the multi-dimensional org.

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survey
M3.22-24
Cross-Boundary Team Effectiveness Survey (1-3)

Organization diagnostic tool.

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roadmap
M4.1
Leadership Milestone

Major Design Tasks

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framework
M4.2
Leadership Milestone Elements of the Operating Model

Design outputs for Milestone Four.

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framework
M4.3
Layers of Leadership Framework

Strategic, integrative, and operating layers.

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case example
M4.4
Three Org Layers Example

With a global-to-local business handshake in the operating layer.

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case example
M4.5
Leadership Roles Example for Each Layer

For diversified healthcare products company.

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FRAMEWORK
M4.6
The Role and Work of Top Leadership Teams

Across the Business Configuration Framework.

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worksheet
M4.7
Senior Leader Competencies Shift in New Op Model

From loosely to closely-related portfolio model.  

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case example
M4.8
Leadership Forums Example in the Strategic Layer

In technology services company.

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case example
M4.9
Leadership Forums Example in the Integrative Layer

In technology services company.

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framework
M4.10
Three Leader Roles in the Matrix

Framework to align the right leader behaviors in the matrix.

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roadmap
M5.1
Five Milestone Design Process

Major Design Tasks

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case example
M5.2
Pace & Sequencing Indicators Example

For a luxury brand company shifting from local to global brand management.

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The Organization Design Practitioner
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