Ten Organizational Design Models to align structure and operations to busines...
How we work presentation
1. Beechwood
How we work
with leadership teams
Beechwood Advisors LLC
2. We believe that senior management’s
top responsibility is to create the right
environment for their people to be
successful.
Beechwood Advisors LLC
Beechwood Advisors Beechwood
LLC
3. While there are limits to leaders’ power
to drive change…
“What you can do is create the conditions for
transformation. You can provide the incentives. You
can define the marketplace realities and goals. But
… in the end, management doesn’t change culture.
Management invites the workforce itself to change
the culture.”
Louis V. Gerstner, Jr.
Former CEO
IBM Corporation
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4. …they do have some key levers
Beliefs: Inspiring the search for a better way
Boundaries: Limiting the scope of the search
Controls: Monitoring progress, identifying
problems and opportunities
Beechwood Advisors LLC
Beechwood Advisors Beechwood
LLC
5. How best to use these levers depends
on the system of challenges facing
their company.
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LLC
6. Because each company has a unique
history and circumstances, we go well
beyond packaged, off-the-shelf
solutions…
Beechwood Advisors LLC
Beechwood Advisors Beechwood
LLC
7. …to help leaders understand what is
different about their current situation,
and what they need to address it.
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LLC
8. We bring to each engagement a
process that helps CEOs and their
teams understand business challenges
and use the levers they have
effectively.
Beechwood Advisors LLC
Beechwood Advisors Beechwood
LLC
9. Specifically, we help leaders to
Get on the same page with a direction and
a plan
Raise money/build a company
Manage a crisis
Build or adapt organizational
infrastructure
Identify and address specific operational
and financial issues
Beechwood Advisors LLC
Beechwood Advisors Beechwood
LLC
10. Our work is founded on a strong belief
in the following notions:
Planning is a discipline and a thought process, not
pages in a binder;
Successful companies may not be the ones with
the slickest plan, but those who have developed an
ability to adapt to new information and challenges;
Leaders cannot control implementation; they
influence it by the environment they create;
Sound strategy often evolves and emerges from
effective implementation.
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Beechwood Advisors Beechwood
LLC
11. Usually, we work with teams
who already have momentum
and an impetus to act
Beechwood Advisors LLC
Beechwood Advisors Beechwood
LLC
12. That momentum can come from
New capital
New people
New merger or acquisition
New ideas
New technology
New, possibly adverse,
developments
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Beechwood Advisors Beechwood
LLC
13. All of which has put the
company into some form of
transition
Beechwood Advisors LLC
Beechwood Advisors Beechwood
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14. Managed properly,
transitions can
galvanize an organization…
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Beechwood Advisors Beechwood
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15. …and create new possibilities
Actions have significant effect on the company
for a long time
Many decisions in a relatively short time
Change brings new opportunities and challenges
The organization develops new attitudes and
work habits
Beechwood Advisors LLC
Beechwood Advisors Beechwood
LLC
16. But they also pose certain risks
The leadership team not being on the same page;
A failure to articulate strategic priorities;
Unclear direction to or poor engagement of field management;
Ineffective integration of an acquisition;
Overlooking, or not seeking out, critical information;
Alienating key constituents;
Moving too fast, or too slowly;
Not consulting with the right people;
Getting out of sync with their customers (or with their Board).
Beechwood Advisors LLC
Beechwood Advisors Beechwood
LLC
17. Our goal is to help CEOs and
leadership teams minimize such
risks and use the momentum they
have created to drive necessary
changes
Beechwood Advisors LLC
Beechwood Advisors Beechwood
LLC
18. Successful Transitions usually
play out in four stages
Energize: Creating the impetus for change
Clarify: Developing a common world view
Engage: Enabling the organization to
adapt
Execute: Guiding implementation
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Beechwood Advisors Beechwood
LLC
19. Clarify: a common world view
Vision: focus the strategy
Perspective: seeing the whole picture
Framework: mapping the competitive
world
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Beechwood Advisors Beechwood
LLC
20. Engage: enabling the
organization to adapt
Innovation: Where, and from whom, do we need
new thinking?
Validation: Who will help us determine whether
we’re on the right track?
Organization: What’s the right process for moving
forward?
Aspiration: How will we define success?
Cooperation: What are the strategic priorities, and
how are they to be developed?
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Beechwood Advisors LLC Beechwood
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21. Execute: Guiding implementation
Beliefs: Inspiring the search for a better way
Mission Statement
Values
Credos
Goals and Objectives
Boundaries: Limiting the scope of the search
Business definition
Policies
Procedures/ processes
Standards
Controls: Monitoring progress, identifying problems and
opportunities
Financial
Customer
Internal
Beechwood Advisors LLC
Beechwood Advisors Beechwood
LLC
22. How we help
Focus on how leaders influence execution
Help create a framework for action
Give weight to how, as well as what,
actions are taken
Provide independent, experienced
perspective
Bring the right questions, not canned
solutions
Aid in execution with hands-on support
Provide access to capital
Beechwood Advisors
Beechwood Advisors LLC Beechwood
LLC
23. Putting it all together, we:
Advise clients in times of change
helping them gain a fresh perspective
and create the right environment for action
Beechwood Advisors
Beechwood Advisors LLC Beechwood
LLC