RESTRUCTURING EXCEL DESCRIPTION
Editor Summary
Corporate Restructuring - Implementation Toolkit is an XLSX (with supplemental ZIP) set of templates, step-by-step workplans, and maturity diagnostics by Gerard Blokdijk, sold as a digital download on Flevy.
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It follows a 3-step process: (1) quickscan self-assessment (PDF with 49 requirements), (2) detailed Self-Assessment Excel Dashboard with 989 case-based questions across 7 core areas and auto-generated reports/radar/RACI, and (3) implementation using 62 project management templates covering over 1500 requirements.
Use this toolkit when an organization must plan and execute a corporate restructuring and needs a structured assessment-to-implementation workflow.
Restructuring project managers mapping tasks, dates, and owners using the Self-Assessment Excel Dashboard and its auto-generated RACI Matrix.
Finance or transformation leads quantifying gaps and priorities using the 989 case-based questions and maturity radar chart.
Program managers running project delivery and tracking using the 62 step-by-step project management templates.
The approach follows a data-driven RDMAICS improvement cycle (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), aligning assessment outputs directly to implementation actions.
The Corporate Restructuring Toolkit includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any Restructuring related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).
Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.
STEP 1: Get your bearings
Start with the latest quick edition of the Corporate Restructuring Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation.
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 989 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Corporate Restructuring improvements can be made.
The Self-Assessment Excel Dashboard; with the Corporate Restructuring Self-Assessment and Scorecard you will develop a clear picture of which Corporate Restructuring areas need attention, which requirements you should focus on and who will be responsible for them:
• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
• Gives you a professional Dashboard to guide and perform a thorough Corporate Restructuring Self-Assessment
• Is secure: Ensures offline data protection of your Self-Assessment results
• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Corporate Restructuring projects with the 62 implementation resources. There are 62 step-by-step Corporate Restructuring Project Management Form Templates covering over 1500 Corporate Restructuring project requirements and success criteria.
Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
TOPIC FAQ
What practical stepwise approach can I use to run a corporate restructuring project?
A documented three-step approach starts with a quickscan self-assessment to get bearings, moves to a detailed goal-setting and scoring step using a Self-Assessment Excel Dashboard, then uses implementation resources to start and manage projects. The process is organized around the RDMAICS cycle and a 3-step process.
Which diagnostic outputs help prioritize restructuring activities?
Useful diagnostics include maturity scorecards, radar charts for process maturity, participant insights, and an auto-generated, projects-ready RACI Matrix. These outputs can be produced by a secure Self-Assessment Excel Dashboard and help prioritize which requirements to address first, as demonstrated in Flevy's Corporate Restructuring Toolkit.
How detailed should a restructuring self-assessment be for effective planning?
A staged approach is recommended: begin with a quickscan of essential requirements (49 in the quick edition) then use a comprehensive assessment comprising case-based questions (989 questions across 7 core areas) to identify specific focus areas and responsible owners.
What should I expect from an implementation toolkit for restructuring projects?
Expect step-by-step project management form templates and resources that translate assessment outputs into actions. The referenced toolkit provides 62 implementation templates that collectively cover over 1500 project requirements and success criteria to guide execution from start through follow-up.
How should I evaluate restructuring toolkits when budget and timeline are constrained?
Compare the number and type of diagnostic questions, availability of automated reporting (radar, scorecards, RACI), offline data protection, and the count of implementation templates. Toolkits that combine assessment automation with implementation forms, offline security, and reporting capability provide tangible coverage, for example features like offline protection and auto-generated RACI.
Can a structured toolkit help move from assessment to implementation without starting from scratch?
Yes; a toolkit that links assessment outputs to implementation resources enables a direct handoff. The described approach moves from a quickscan through a detailed dashboard and into template-driven project management across a 3-step process linking assessment to execution.
How can I define and assign responsibilities across stakeholders during restructuring?
Use a RACI approach generated from assessment data: a Self-Assessment Excel Dashboard can auto-generate a dynamically prioritized, projects-ready RACI Matrix that shows who is responsible, accountable, consulted, and informed for prioritized requirements, as provided in Flevy's Corporate Restructuring Toolkit.
My team is small—can templates cover broad restructuring requirements without external consultants?
Templates and structured assessments can guide small teams by providing standardized questions, scoring, and execution forms. The referenced toolkit includes 989 case-based assessment questions and 62 implementation templates covering over 1500 project requirements to support internal delivery.
Source: Best Practices in Restructuring Excel: Corporate Restructuring - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk