Organizational Design Assessment Toolkit – Excel XLSX

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

1. Provides a comprehensive framework for assessing and improving your organisation's design, structure, and operating model.
2. Delivers boardroom-ready insights through automated maturity scoring, gap analysis, and executive dashboards.
3. Enables leaders to identify organisational weaknesses, prioritise transformation initiatives, and drive sustainable structural change.

ORGANIZATIONAL DESIGN EXCEL DESCRIPTION

Organizational Design Assessment Toolkit is an Excel template (XLSX) available for immediate download upon purchase.

Curated by McKinsey-trained Executives


Organisational Design Assessment Toolkit

Stop Guessing. Start Transforming. 🎯


Most organisations are structured the way they are for one reason: that's how they've always been structured. Roles accumulate. Layers multiply. Governance goes stale. Decision-making slows. And by the time leadership notices, the business is already paying in lost talent, missed targets, and strategic drift.

This toolkit was built to fix that – fast.


What You Get
The Organisational Design Assessment Toolkit is a fully automated, formula-driven Microsoft Excel workbook with 9 professional sheets, 200+ assessment questions, and 30 organisational design dimensions – producing boardroom-ready outputs from day one. No macros. No VBA. No IT approvals needed.



CONTENT OVERVIEW ⚙️
Sheet 1 – Instructions & Methodology
Full onboarding guide with scoring methodology, maturity definitions, and step-by-step usage instructions. Grounded in McKinsey's 7-S Framework, Galbraith's Star Model, and CMMI.

Sheet 2 – Organisation Profile & Current-State Assessment
Capture strategic context, headcount, layers, geographies, and revenue. Rate 15 core design dimensions with automatic gap calculation and conditional formatting.

Sheet 3 – Structure & Governance Assessment
34 weighted criteria across organisational structure, governance framework, and operating model – covering span of control, delegation of authority, governance committees, and shared services.

Sheet 4 – Roles, Processes & Decision Rights
36 criteria covering role design, RACI frameworks, process ownership, authority matrices, escalation pathways, and empowerment. Built for organisations struggling with accountability gaps and decision bottlenecks.

Sheet 5 – People, Culture & Capability
52 criteria across leadership, talent, DEI, employee engagement, and change readiness. Measures everything from psychological safety and succession depth to onboarding, wellbeing, and digital agility.

Sheet 6 – Design Maturity Assessment ✅
The centrepiece. 200+ questions across all 30 dimensions with customisable weights, auto-calculated weighted scores, and dynamic maturity labels – colour-coded automatically from 🔴 Initial through to 🟢 Optimised.

Sheet 7 – Capability Assessment
Six domains – Leadership, Structure, Talent, Collaboration, Performance, and Agility – scored across 64 criteria with target scores, gap calculations, and conditional formatting highlighting shortfalls instantly.

Sheet 8 – Gap Analysis & Roadmap
Auto-calculated gaps across all 30 dimensions. A built-in prioritisation formula ranks every initiative by strategic priority, effort, and impact. Includes 20 pre-built design initiatives mapped to four transformation waves.

Sheet 9 – Executive Dashboard 📊
A single-screen boardroom view: six-domain scorecard, overall maturity index, 30-dimension colour-scale heatmap, RAG status on every dimension, and auto-generated action recommendations – updating instantly as scores are entered.


30 Dimensions. Nothing Left Unassessed.
Strategy Alignment · Operating Model · Governance · Decision Rights · Span of Control · Management Layers · Talent Management · Leadership Effectiveness · Culture · Engagement · Collaboration · Performance Management · Change Readiness · Agility · DEI · Succession Planning · Knowledge Management · Innovation · Compliance & Risk · Organisational Effectiveness · and more.


Built for the Boardroom 💼
•  Weighted scoring – customisable weights reflect your actual strategic priorities
•  Five maturity levels – Initial, Developing, Defined, Managed, Optimised
•  Automatic RAG status – red, amber, green fires without any manual input
•  Drop-down validation on every scored cell – clean, consistent, error-free


Who Is It For?
HR Directors · Chief People Officers · OD Consultants · Transformation Programme Managers · Management Consultants · Executive Leaders driving structural change


Download the Organisational Design Assessment Toolkit and turn your next organisational design conversation from opinion into evidence. 🚀


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Source: Best Practices in Organizational Design Excel: Organizational Design Assessment Toolkit Excel (XLSX) Spreadsheet, SB Consulting