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HR Strategies to Frame Org Structure,
Span of Control &Team Charter
Your Company Name
Table of Contents
2
Elements of Organizational Design
Organizational Structure
o Types of Non-Hierarchical Organization
Structure – Flat & Matrix
o Matrix Organizational Structure
01.
Departmentalization
o Functional Departmentalization
o Geographical Departmentalization
o Product Departmentalization
o Process Departmentalization
o Customer Departmentalization
02.
Number of Employees
o Revenue Per Employee
o Operating Expense as Percentage of Revenue
o Employee Expenses
o Statement of Operations
03.
Chain of Command and Line Authority
o Line vs. Staff Authority
04.
Organization Design – Steps to Follow
Roles & Responsibilities
o Onboarding Plan for the New Hires
o Onboarding Template
o Onboarding Training Team
Team Charter
o Team Charter Template 2
o Team Charter Template 3
o Team Charter Template 4
06.
07.
Levels & Span of Control
05.
Elements of Organizational Design
3
Departmentalization
02
Organizational
Structure
01
Number
of Employees
03
Levels & Span
of Control
05
Chain of Command
& Line Authority
04
Team Charter
07
Roles &
Responsibilities
06
1. Organizational Structure
4
Decide whether you want to have a hierarchy or an open organization structure
Non-Hierarchical Organizational Structure
Few or no levels of middle management between
staff and executives. Encourages individual work
creativity instead of fixed roles. Mostly followed in
small companies
Hierarchy Organizational Structure
Employees are grouped with every employee
having one clear supervisor. Encourages
responsibility and consistency Mostly followed in
large companies
CEO
Manager Manager
Team Leaders
Marketing
Team Members
Team Leaders
Finance
Team Members
Team Leaders
Ops
Team Members
Team Leaders
HRM
Members
Employee
Employee
Employee
Employee
Employee
Employee
Director
Types of Non-Hierarchical Organization Structure – Flat & Matrix
5
Horizontal/Flat Structure
Many levels of middle management are eliminated. Mostly adopted by
small companies and start-ups in their early stage.
Flat Org Chart
Example
Digital Marketing
Designer
B2B
Service TeamBig Data Analysis
Market Research
C++ Programmer
Tester
HTML Editor
Product Development
Java Programmer Offline Promotion
Matrix Organizational Structure
6
In a Matrix organizational structure, the reporting relationships are set up as a grid, or matrix, rather than in the traditional hierarchy.
It is a type of organizational management in which people with similar skills are pooled for work assignments, resulting in more than
one manager to report to.
Chris Patt
Project Admin
David James
System Eng.
Jon Cluas
Electronic Eng.
Jake Son
Software Eng.
Halmen
Mechanical Eng.
Tom Cruise
Assembly Mgr.
Michele George
Testing Mgr.
Nick Miller
Production Mgr.
Customer Project A
Customer Project
B
Customer Project
C
Martin King
Project Manager
John Doe
Project Manager
Leo Great
Project Manager
Robin Clark
Vice President - Projects
Peter Lee
Vice President - Engineering
John Smith
Vice President - manufacturing
Jack Wood
Vice President HR
Jaime Correa
Vice President - Marketing
Eric Witt
Vice President - Finance
John Wilson
President
2. Departmentalization
7
5 Common Forms of Departmentalization
Functional
Departmentalization
A
Product
Departmentalization
Process
Departmentalization
D
Customer
Departmentalization
E
Geographical
Departmentalization
B C
Decide how you want to group the jobs in your organization
A. Functional Departmentalization
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Functional Departmentalization - Group jobs according to function
Efficiencies from putting together similar specialties & people with common skills, knowledge,& orientations
Coordination within functional area
In – depth specialization
Poor communication across functional areas
Limited view of organizational goals
Manager,
Accounting
Manager,
Manufacturing
Manager,
Human Resources
Plant Manager
Manager,
Purchasing
Manager,
Engineering
B. Geographical Departmentalization
9
Sales Director,
Western Region
Vice President
for Sales
Sales Director,
Western Region
Sales Director,
Southern Region
Sales Director,
Midwestern Region
Geographical Departmentalization - Groups jobs according to geographic region
More effective and efficient handling of specific regional issues that arise
Serve needs of unique geographic markets better
Duplication of functions
Can feel isolated from other organizational areas
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C. Product Departmentalization
10
Allows specialization in particular products and services
Managers can become experts in their industry
Duplication of functions
Closer to customer
Limited view of organizational goals
Product Departmentalization - Groups jobs by product line
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Division
XYZ
Recreational &
Utility Vehicles Sector
Rail
Products Sector
Mass
Transit Division
Rail & Diesel
Products Division
Mass
Transit Sector
Logistic
Equipment Division
Text
Here
Industrial
Equipment Division
Recreational
Products Division
Company
Name
D. Process Departmentalization
11
Process Departmentalization - Groups Jobs on the Basis of Product or Customer Flow
More efficient flow of work activities
Can only be used with certain types of products
Plant
Superintendent
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Sawing
Department Manager
Planning & Milling
Department Manager
Assembling
Department Manager
Lacquering & Sanding
Department Manager
Finishing
Department Manager
Inspection & Shipping
Department Manager
E. Customer Departmentalization
12
Customers’ needs and problems can be met by specialists
Duplication of functions
Limited view of organizational goals
Manager
Director of Sales
Manager Manager
Retail Account Wholesale Accounts Government Accounts
Customer Departmentalization - Group jobs on the basis of specific and unique customers who
have common needs
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3. Number of Employees
13
Decide how small or big you want the organization to be
Benchmarks to Decide the
Number of Employees
Revenue Per Employee
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$0.000
$50.000
$100.000
$150.000
$200.000
$250.000
$300.000
Jan-Mar
2018
Apr-Jun
2018
Jul-Sep
2018
Oct-Dec
2018
Jan-Mar
2019
Apr-Jun
2019
Jul-Sep
2019
Oct-Dec
2019
RevenuePerEmployee
Quarterly Revenue Per Employee, 2018 -2019
Revenue Per Employee
Operating Expense as Percentage of Revenue
14
Operating Expenses as a Percentage of Revenue
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
50.0%
Q1
2016
Q2
2016
Q3
2016
Q4
2016
Q1
2017
Q2
2017
Q3
2017
Q4
2017
Q1
2018
Q2
2018
Q3
2018
Q4
2018
Q1
2019
Q3
2019
Q3
2019
Q4
2019
Q1
2020
Q2
2020
As Percentage of Revenue %
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Employee Expenses
15
Employee Expenses
44.3%
Operating Expenses
Breakdown
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1.5%
4.1%
0.9%
0.8%
3.4%
33.6%
0% 5% 10% 15% 20% 25% 30% 35%
Contract Labor Costs,incl. Temporary Help
Other Fringe Benefits
Defined Contribution Plans
Defined Benefit Pension Plans
Health Insurance
Annual Payroll
2016 2017 2019
Net product sales 70,080 79,268 94,665
Net service sales 18,908 27,738 41,322
Total net sales 88,988 107,006 135,987
Operating expenses:
Cost of Sales 62,752 71,651 88,265
Fulfillment 10,766 13,410 17,619
Marketing 4,332 5,254 7,233
Technology & content 9,275 12,540 16,085
General & administrative 1,552 1,747 2,432
Other operating expense, net 133 171 167
Total operating expenses 88,810 104,773 131,801
Operating income 178 2,233 4,186
Interest income 39 50 100
Interest expense (210) (459) (484)
Other income(expense),net (118) (256) 90
Total non-operating income (expense) (289) (665) (294)
Income (loss) before income taxes (111) (1,568) 3,892
Provision for income taxes (167) (950) (1,425)
Equity-method investment activity, net of tax 37 (22) (96)
Net income (loss) (241) 596 2,371
Basic earnings per share (0.52) 1.28 5.01
Diluted earnings per share (0.52) 1.25 4.90
Weighted-average shares used in computation of earnings per share:
Basic 462 467 474
Diluted 462 477 484
Statement of Operations
16
SG&A Expenses
Year Ended December 31.
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4. Chain of Command and LineAuthority
17
Chief
Executive Officer
Executive Vice
President
President
Executive Vice
President
Vice
President
Vice
President
Vice
President
Vice
President
Vice
President
Region 1 Region 2 Region 3 Region 4 Region 5
District A District B District C District D District E District F District G
Establish the chain of command so that who
reports to who is clear to all
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Line vs. Staff Authority
18
Assistant to the
Executive Director
Direction of
Human Resources
Director of
Operations
Director of
Purchasing
Other Directors
Unit 1 Manager Unit 2 Manager
Other Human Resources Operations Purchasing Human Resources Operations Purchasing Other
Line Authority
Staff Authority
Executive
Director
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5. Levels & Span of Control
19
Make the task of managing easy by specifying levels and span of control
Span of control refers to the number of employees who can be effectively supervised by a manager.
Contrasting Spans of Control
Members of Each Level
1
2
3
4
5
6
7
1
4
16
64
256
1024
4096
Span of 4:
Employees: = 4,096
Managers (Level 1-6) = 1,365
OrganizationalLevel
(Highest)
(Lowest)
1
8
64
512
4096
Span of 8:
Employees: = 4,096
Managers (Level 1-6) = 585
Assuming Span of 4 Assuming Span of 8
6. Roles & Responsibilities
20
Ensure roles and responsibilities of each position is clearly outlined
01
02
03
04
05
06
Add your text here
Add your text here
Add your text here
Add your text here
Add your text here
Add your text here
ResponsibilitiesRoles
Add your text here
Add your text here
Add your text here
Add your text here
Add your text here
Add your text here
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Onboarding Plan for the New Hires
21
o Complete a big project: Finalize conference-planning activities
o Take on larger-term responsibilities: Learn metrics tracking tools & begin weekly analytics measurements
o Work with other teams: Collaborate with PR team to pitch conference speaking opportunities
o Get used to routine processes: Weekly meetings, metrics, & daily tasks
60By Days
o Complete a project independently: Create a monthly webinar calendar & coordinate webinar development
& execution plan
o Take on bigger responsibilities: Take over case study development
o Be able to juggle all responsibilities: Manage responsibilities via the marketing calendar
90By Days
o Learn the tools: Content management system
o Become comfortable with the company’s culture: Weekly lunch with the team, attend company values &
history training
o Learn the company’s product: Attend 2 product demos
o Complete a small project: Learn social media platforms & begin monitoring online conversations
o Achieve a small goal: Learn & adopt company’s brand voice
30By Days
Goals
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OnboardingTemplate
22
Supervisor/Mentor
MANAGER
Create new
hire schedule
Add/invite to
existing meetings
Welcome
upon arrival
Ask how first
weeks went
Assess
progress
Performance
review
Performance
review
Designate
peer mentor
Call to confirm start
date and time
Guide to work
station / office
Assist with
any questions
Make any further
introductions
Review short and
long-term goals
Review short and
long-term goals
Discuss relocation,
if applicable
Create
welcome packet
Deliver prepared
welcome packet
Review
training schedule
Identify and address
learning needs
Answer
any questions
Answer
any questions
Identify HR point
of contact
Inform department,
HR, and IT
Discuss break /
meal policies
Review all
technology
functionality
Make any
responsibility
adjustments
Schedule any
pertinent training
Discuss trial period,
if applicable
Touch base
with peer resource
Introduce increasingly
complex projects
Introduce to
designated
peer resource
Discuss
current projects
Confirm receipt/
functionality
of passkeys
Review company
mission statement
Identify and address
learning needs
ONBOARDING PROCESS
Before start dateUpon hiring First day(s)
End of first
three months
First week(s)
End of first
six months
End of
first year
Onboarding Review/AssessmentPreparation
OnboardingTemplate
23
Onboarding Review/Assessment
Create personnel file
Confirm
receipt of all
recruitment docs
Connect to complete
any paperwork
Review
company policies
Performance
review
Confirm offer letter
receipt/acceptance
Review portal
Ask employee how
first weeks went
Confirm background
check completion
Sign offer letter,
if necessary
Ask manager how
first weeks went
Communicate
business practices
Enroll in any benefits
/ services
Communicate
business policies
Discuss company
culture and
work style
Enroll in new hire
briefing,
webinar, etc.
Preparation
ONBOARDING PROCESS
Before start dateUpon hiring First day(s)
End of first
three months
First week(s)
End of first
six months
End of
first year
HUMAN
RESOURCES
OnboardingTemplate
24
Onboarding Review/Assessment
Passkey
order form
Review software,
hardware,
printers, etc.
Temporary access for
contract
new hire
Confirm
email setup
Software acquisition
Confirm
phone setup
Print
driver setup
Review tech
acceptable
use policies
Mobile device,
if applicable
Assist with online
directory setup
Hardware
setup
Network
setup
Preparation
ONBOARDING PROCESS
Before start dateUpon hiring First day(s)
End of first
three months
First week(s)
End of first
six months
End of
first year
I.T.
DEPARTMENT
OnboardingTrainingTeam
25
TRAINING ROLE TEAM TRAINING ROLE
Creating training content L&D Leon David
Managing of content
in LMS
L&D MarkTwix
Company operations & culture
expert
HR Addison Soans
Marketing subject expert Marketing Stephan George
Training & assessment manager Marketing Mark Davis
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7.Team Charter
26
Prepare a team charter to lead the team towards delivering goals
Team Charter
Team Propose
Background
Team Leader(s)
Stakeholder Needs/Expectations
Team Members Skills Expectations
Mission & Vision Objectives
What does success look like?
Principles
Mission Statement
Team Members Roles/ Responsibilities
Name Role
Budget and Resources
Internal Checks, Balances,
and Reviews
Operations
Assignments Expectations
Meetings Expectations
Communication Expectations
Decision Making Expectations
Status Updates Expectations
Signature Team member
Team Member Assessment and Evaluations
Team Member Evaluation
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Team CharterTemplate 2
27
TEAM
CHARTER
(Define the purpose and mission of this team)
What are our objectives?
(Define the major activities and time frames.)
What are our milestones?
(Define the skills, roles, and responsibilities of
each member; decline who will do what.)
Who will do what?
(Group rules for performance and
decision making.)
What are our expectations?
(Team members, on point, stakeholders,
who to inform)
Who is involved?
(Define how the team will know that they have
been successful. Discuss individual values & goals
ensure that they align with the team’s.)
How will we measure progress?
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Name Here
Strengths:
Text here
Weakness: Text
here
Name Here
Strengths:
Text here
Weakness: Text
here
Name Here
Strengths:
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Weakness: Text
here
Name Here
Strengths:
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Weakness: Text
here
Name Here
Strengths:
Text here
Weakness: Text
here
Name Here
Strengths:
Text here
Weakness: Text
here
Name Here
Strengths:
Text here
Weakness: Text
here
Team CharterTemplate 3
28
01
02
03
04
05
1. Brainstorm: Use sticky notes to show
your thoughts.
o Add your text here
o Add your text here
o Add your text here
2. Consolidate: Choose your group top 6-
8 values.
o Add your text here
o Add your text here
o Add your text here
3. Revise: Turn your notes into collective
sentence
o Add your text here
o Add your text here
o Add your text here
1. Brainstorm: Use sticky notes to
show your thoughts.
o Add your text here
o Add your text here
o Add your text here
2. Consolidate: Choose your group top 6-
8 values.
o Add your text here
o Add your text here
o Add your text here
3. Revise: Turn your notes into
collective sentence
o Add your text here
o Add your text here
o Add your text here
1. Brainstorm: Use sticky notes to show
your thoughts.
o Add your text here
o Add your text here
o Add your text here
2. Consolidate: Choose your group top 6-
8 values.
o Add your text here
o Add your text here
o Add your text here
3. Revise: Turn your notes into
collective sentence
o Add your text here
o Add your text here
o Add your text here
1. Brainstorm: Use sticky notes to show
your thoughts.
o Add your text here
o Add your text here
o Add your text here
2. Consolidate: Choose your group top 6-
8 values.
o Add your text here
o Add your text here
o Add your text here
3. Revise: Turn your notes into
collective sentence
o Add your text here
o Add your text here
o Add your text here
Core Values
What do you care about?
Discuss which shared values can help guide how you
approach your work & how you collaborate with each other.
Group Norms
How will you work?
Establish a framework of ideals that you can expect each
other to abide by.
Roles
What roles are necessary?
Determine the types of roles that will keep the team
focused & drive productivity.
Metrics of Success
What does success look like to you?
Consider how success can be measures beyond a letter
grade or score.
Team Members
Who is on the team?
Each team member list 2 of their strengths and 2 of their
weaknesses to help better understand each other.
Team CharterTemplate 4
29
Why: Reason the team exist.
o Alignment to core business activities
o Project or department mission
o Why team come to work
Mission
Which: Strength & skills the
team have
o What are the skills in the team that help us a
achieve our goals?
o What are interpersonal / soft skills that we have?
o What are we good at, individually and as a team?
Strength & Skills
What: Are measurable team
outcome / performance,
benchmarks towards constant
improvement.
o What you as a group you want to achieve?
o What is your key goal that is S.M.A.R.T?
Goals
How: Team do business,
treats others.
o Grounds operational norms
o Constitute team’s belief system
o Fundamental of intrinsic motivation
o Basis for Empowerment
o Foundation of improvement
Values
Who: Each member’s
contribution, unique skills and
strengths.
o Functional : by profession, e.g.:
Architect, UX designer, Developer, Scrum Master, etc.
o Non – Functional : by team character, e.g.:
Encourager, Harmoniser, Compromiser, Observer,
Gatekeeper
Roles & Responsibilities
What Not: Within & outside the
scope of the team.
o Scope and limits of formal authority.
o Area of influence or what it may do with permission.
o Shared responsibilities or areas in which team members are
expected to Initiate action to support others
Scope
Wow: Events the team celebrate
success & failures
Use shared ceremonies, parties, and fun events for
o Team Building
o Building & Strengthening Working Relationships
o Individual Relaxing
o Building Empathy
Fun Events
Which: Weaknesses the team
have
o What are your things that would hinder you?
o What skills/competences do the team lack?
o What are your overall strengths as a team?
Weakness & Risks
How: Team interacts, makes
decisions, resolves conflict, and
relays information.
o Code of conduct & safe environment
o Decision making guidelines
o Conflict resolution process
o Improvement / Change guidelines
o Internal & external Communications
o Meeting guidelines
o Team additions / terminations
o Workload distribution
Norms
1 7
63
4
2 5 8
9
Organization Design – Steps to Follow
30
Blueprint 02
o Create revised org
structure, span of control
and reporting structure
based on analysis
o Hold more training
workshops to brainstorm
areas of improvement
o Create team charter with
mission, goals, team
members roles and
expectations
o Use scorecard to
analyze the
transformation as and
when it is implemented
o Monitor the change
and hold training
programs to see the
impact of changes
Implement 04
o Finalize the team
charter with mutual
discussion and
collaboration
o Plan the organization
restructuring plan in
consultation with
management and HR
o Create the change
management plan with
key initiatives &
deadlines
Plan 03
o Analysis of current
organization structure,
line and span of
control, management
and workers
o Roll out survey to find
positive and negative
opinions regarding
current structure
o Hold training
workshops on org
design
Analysis 01
HR Strategies to Frame Org Structure, Span of Control &Team Charter Icons Slide
31
32
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Agenda
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Agenda
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Agenda
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01
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Company Introduction
34
Value Clients
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Preferred Many
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Target Audience
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We are Creative
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Our Mission Vision Values
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Vision
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Mission
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Values
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Our Goals
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01
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Organization Chart
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Text Here
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Comparison
38
Male
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Female60%
40%
Bar Chart
39
70.00%
60.00%
80.00%
50.00% 50.00%
30.00%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2015 2016 2017 2018 2019 2020
InPercentage
Financial Year
Pie Chart
40
40%
30%
15%
10%
5%
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Dashboard
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100%
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Linear Process
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Circular Process
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Roadmap
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Timeline
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HR Strategies To Frame Org Structure Span Of Control And Team Charter PowerPoint Presentation Slides

  • 1. HR Strategies to Frame Org Structure, Span of Control &Team Charter Your Company Name
  • 2. Table of Contents 2 Elements of Organizational Design Organizational Structure o Types of Non-Hierarchical Organization Structure – Flat & Matrix o Matrix Organizational Structure 01. Departmentalization o Functional Departmentalization o Geographical Departmentalization o Product Departmentalization o Process Departmentalization o Customer Departmentalization 02. Number of Employees o Revenue Per Employee o Operating Expense as Percentage of Revenue o Employee Expenses o Statement of Operations 03. Chain of Command and Line Authority o Line vs. Staff Authority 04. Organization Design – Steps to Follow Roles & Responsibilities o Onboarding Plan for the New Hires o Onboarding Template o Onboarding Training Team Team Charter o Team Charter Template 2 o Team Charter Template 3 o Team Charter Template 4 06. 07. Levels & Span of Control 05.
  • 3. Elements of Organizational Design 3 Departmentalization 02 Organizational Structure 01 Number of Employees 03 Levels & Span of Control 05 Chain of Command & Line Authority 04 Team Charter 07 Roles & Responsibilities 06
  • 4. 1. Organizational Structure 4 Decide whether you want to have a hierarchy or an open organization structure Non-Hierarchical Organizational Structure Few or no levels of middle management between staff and executives. Encourages individual work creativity instead of fixed roles. Mostly followed in small companies Hierarchy Organizational Structure Employees are grouped with every employee having one clear supervisor. Encourages responsibility and consistency Mostly followed in large companies CEO Manager Manager Team Leaders Marketing Team Members Team Leaders Finance Team Members Team Leaders Ops Team Members Team Leaders HRM Members Employee Employee Employee Employee Employee Employee Director
  • 5. Types of Non-Hierarchical Organization Structure – Flat & Matrix 5 Horizontal/Flat Structure Many levels of middle management are eliminated. Mostly adopted by small companies and start-ups in their early stage. Flat Org Chart Example Digital Marketing Designer B2B Service TeamBig Data Analysis Market Research C++ Programmer Tester HTML Editor Product Development Java Programmer Offline Promotion
  • 6. Matrix Organizational Structure 6 In a Matrix organizational structure, the reporting relationships are set up as a grid, or matrix, rather than in the traditional hierarchy. It is a type of organizational management in which people with similar skills are pooled for work assignments, resulting in more than one manager to report to. Chris Patt Project Admin David James System Eng. Jon Cluas Electronic Eng. Jake Son Software Eng. Halmen Mechanical Eng. Tom Cruise Assembly Mgr. Michele George Testing Mgr. Nick Miller Production Mgr. Customer Project A Customer Project B Customer Project C Martin King Project Manager John Doe Project Manager Leo Great Project Manager Robin Clark Vice President - Projects Peter Lee Vice President - Engineering John Smith Vice President - manufacturing Jack Wood Vice President HR Jaime Correa Vice President - Marketing Eric Witt Vice President - Finance John Wilson President
  • 7. 2. Departmentalization 7 5 Common Forms of Departmentalization Functional Departmentalization A Product Departmentalization Process Departmentalization D Customer Departmentalization E Geographical Departmentalization B C Decide how you want to group the jobs in your organization
  • 8. A. Functional Departmentalization 8This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Functional Departmentalization - Group jobs according to function Efficiencies from putting together similar specialties & people with common skills, knowledge,& orientations Coordination within functional area In – depth specialization Poor communication across functional areas Limited view of organizational goals Manager, Accounting Manager, Manufacturing Manager, Human Resources Plant Manager Manager, Purchasing Manager, Engineering
  • 9. B. Geographical Departmentalization 9 Sales Director, Western Region Vice President for Sales Sales Director, Western Region Sales Director, Southern Region Sales Director, Midwestern Region Geographical Departmentalization - Groups jobs according to geographic region More effective and efficient handling of specific regional issues that arise Serve needs of unique geographic markets better Duplication of functions Can feel isolated from other organizational areas This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 10. C. Product Departmentalization 10 Allows specialization in particular products and services Managers can become experts in their industry Duplication of functions Closer to customer Limited view of organizational goals Product Departmentalization - Groups jobs by product line This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Division XYZ Recreational & Utility Vehicles Sector Rail Products Sector Mass Transit Division Rail & Diesel Products Division Mass Transit Sector Logistic Equipment Division Text Here Industrial Equipment Division Recreational Products Division Company Name
  • 11. D. Process Departmentalization 11 Process Departmentalization - Groups Jobs on the Basis of Product or Customer Flow More efficient flow of work activities Can only be used with certain types of products Plant Superintendent This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Sawing Department Manager Planning & Milling Department Manager Assembling Department Manager Lacquering & Sanding Department Manager Finishing Department Manager Inspection & Shipping Department Manager
  • 12. E. Customer Departmentalization 12 Customers’ needs and problems can be met by specialists Duplication of functions Limited view of organizational goals Manager Director of Sales Manager Manager Retail Account Wholesale Accounts Government Accounts Customer Departmentalization - Group jobs on the basis of specific and unique customers who have common needs This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 13. 3. Number of Employees 13 Decide how small or big you want the organization to be Benchmarks to Decide the Number of Employees Revenue Per Employee This slide is 100% editable. Adapt it to your needs and capture your audience's attention. $0.000 $50.000 $100.000 $150.000 $200.000 $250.000 $300.000 Jan-Mar 2018 Apr-Jun 2018 Jul-Sep 2018 Oct-Dec 2018 Jan-Mar 2019 Apr-Jun 2019 Jul-Sep 2019 Oct-Dec 2019 RevenuePerEmployee Quarterly Revenue Per Employee, 2018 -2019 Revenue Per Employee
  • 14. Operating Expense as Percentage of Revenue 14 Operating Expenses as a Percentage of Revenue 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0% 50.0% Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q3 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 As Percentage of Revenue % This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 15. Employee Expenses 15 Employee Expenses 44.3% Operating Expenses Breakdown This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 1.5% 4.1% 0.9% 0.8% 3.4% 33.6% 0% 5% 10% 15% 20% 25% 30% 35% Contract Labor Costs,incl. Temporary Help Other Fringe Benefits Defined Contribution Plans Defined Benefit Pension Plans Health Insurance Annual Payroll
  • 16. 2016 2017 2019 Net product sales 70,080 79,268 94,665 Net service sales 18,908 27,738 41,322 Total net sales 88,988 107,006 135,987 Operating expenses: Cost of Sales 62,752 71,651 88,265 Fulfillment 10,766 13,410 17,619 Marketing 4,332 5,254 7,233 Technology & content 9,275 12,540 16,085 General & administrative 1,552 1,747 2,432 Other operating expense, net 133 171 167 Total operating expenses 88,810 104,773 131,801 Operating income 178 2,233 4,186 Interest income 39 50 100 Interest expense (210) (459) (484) Other income(expense),net (118) (256) 90 Total non-operating income (expense) (289) (665) (294) Income (loss) before income taxes (111) (1,568) 3,892 Provision for income taxes (167) (950) (1,425) Equity-method investment activity, net of tax 37 (22) (96) Net income (loss) (241) 596 2,371 Basic earnings per share (0.52) 1.28 5.01 Diluted earnings per share (0.52) 1.25 4.90 Weighted-average shares used in computation of earnings per share: Basic 462 467 474 Diluted 462 477 484 Statement of Operations 16 SG&A Expenses Year Ended December 31. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 17. 4. Chain of Command and LineAuthority 17 Chief Executive Officer Executive Vice President President Executive Vice President Vice President Vice President Vice President Vice President Vice President Region 1 Region 2 Region 3 Region 4 Region 5 District A District B District C District D District E District F District G Establish the chain of command so that who reports to who is clear to all This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 18. Line vs. Staff Authority 18 Assistant to the Executive Director Direction of Human Resources Director of Operations Director of Purchasing Other Directors Unit 1 Manager Unit 2 Manager Other Human Resources Operations Purchasing Human Resources Operations Purchasing Other Line Authority Staff Authority Executive Director This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 19. 5. Levels & Span of Control 19 Make the task of managing easy by specifying levels and span of control Span of control refers to the number of employees who can be effectively supervised by a manager. Contrasting Spans of Control Members of Each Level 1 2 3 4 5 6 7 1 4 16 64 256 1024 4096 Span of 4: Employees: = 4,096 Managers (Level 1-6) = 1,365 OrganizationalLevel (Highest) (Lowest) 1 8 64 512 4096 Span of 8: Employees: = 4,096 Managers (Level 1-6) = 585 Assuming Span of 4 Assuming Span of 8
  • 20. 6. Roles & Responsibilities 20 Ensure roles and responsibilities of each position is clearly outlined 01 02 03 04 05 06 Add your text here Add your text here Add your text here Add your text here Add your text here Add your text here ResponsibilitiesRoles Add your text here Add your text here Add your text here Add your text here Add your text here Add your text here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 21. Onboarding Plan for the New Hires 21 o Complete a big project: Finalize conference-planning activities o Take on larger-term responsibilities: Learn metrics tracking tools & begin weekly analytics measurements o Work with other teams: Collaborate with PR team to pitch conference speaking opportunities o Get used to routine processes: Weekly meetings, metrics, & daily tasks 60By Days o Complete a project independently: Create a monthly webinar calendar & coordinate webinar development & execution plan o Take on bigger responsibilities: Take over case study development o Be able to juggle all responsibilities: Manage responsibilities via the marketing calendar 90By Days o Learn the tools: Content management system o Become comfortable with the company’s culture: Weekly lunch with the team, attend company values & history training o Learn the company’s product: Attend 2 product demos o Complete a small project: Learn social media platforms & begin monitoring online conversations o Achieve a small goal: Learn & adopt company’s brand voice 30By Days Goals This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 22. OnboardingTemplate 22 Supervisor/Mentor MANAGER Create new hire schedule Add/invite to existing meetings Welcome upon arrival Ask how first weeks went Assess progress Performance review Performance review Designate peer mentor Call to confirm start date and time Guide to work station / office Assist with any questions Make any further introductions Review short and long-term goals Review short and long-term goals Discuss relocation, if applicable Create welcome packet Deliver prepared welcome packet Review training schedule Identify and address learning needs Answer any questions Answer any questions Identify HR point of contact Inform department, HR, and IT Discuss break / meal policies Review all technology functionality Make any responsibility adjustments Schedule any pertinent training Discuss trial period, if applicable Touch base with peer resource Introduce increasingly complex projects Introduce to designated peer resource Discuss current projects Confirm receipt/ functionality of passkeys Review company mission statement Identify and address learning needs ONBOARDING PROCESS Before start dateUpon hiring First day(s) End of first three months First week(s) End of first six months End of first year Onboarding Review/AssessmentPreparation
  • 23. OnboardingTemplate 23 Onboarding Review/Assessment Create personnel file Confirm receipt of all recruitment docs Connect to complete any paperwork Review company policies Performance review Confirm offer letter receipt/acceptance Review portal Ask employee how first weeks went Confirm background check completion Sign offer letter, if necessary Ask manager how first weeks went Communicate business practices Enroll in any benefits / services Communicate business policies Discuss company culture and work style Enroll in new hire briefing, webinar, etc. Preparation ONBOARDING PROCESS Before start dateUpon hiring First day(s) End of first three months First week(s) End of first six months End of first year HUMAN RESOURCES
  • 24. OnboardingTemplate 24 Onboarding Review/Assessment Passkey order form Review software, hardware, printers, etc. Temporary access for contract new hire Confirm email setup Software acquisition Confirm phone setup Print driver setup Review tech acceptable use policies Mobile device, if applicable Assist with online directory setup Hardware setup Network setup Preparation ONBOARDING PROCESS Before start dateUpon hiring First day(s) End of first three months First week(s) End of first six months End of first year I.T. DEPARTMENT
  • 25. OnboardingTrainingTeam 25 TRAINING ROLE TEAM TRAINING ROLE Creating training content L&D Leon David Managing of content in LMS L&D MarkTwix Company operations & culture expert HR Addison Soans Marketing subject expert Marketing Stephan George Training & assessment manager Marketing Mark Davis This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 26. 7.Team Charter 26 Prepare a team charter to lead the team towards delivering goals Team Charter Team Propose Background Team Leader(s) Stakeholder Needs/Expectations Team Members Skills Expectations Mission & Vision Objectives What does success look like? Principles Mission Statement Team Members Roles/ Responsibilities Name Role Budget and Resources Internal Checks, Balances, and Reviews Operations Assignments Expectations Meetings Expectations Communication Expectations Decision Making Expectations Status Updates Expectations Signature Team member Team Member Assessment and Evaluations Team Member Evaluation This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 27. Team CharterTemplate 2 27 TEAM CHARTER (Define the purpose and mission of this team) What are our objectives? (Define the major activities and time frames.) What are our milestones? (Define the skills, roles, and responsibilities of each member; decline who will do what.) Who will do what? (Group rules for performance and decision making.) What are our expectations? (Team members, on point, stakeholders, who to inform) Who is involved? (Define how the team will know that they have been successful. Discuss individual values & goals ensure that they align with the team’s.) How will we measure progress? This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 28. Name Here Strengths: Text here Weakness: Text here Name Here Strengths: Text here Weakness: Text here Name Here Strengths: Text here Weakness: Text here Name Here Strengths: Text here Weakness: Text here Name Here Strengths: Text here Weakness: Text here Name Here Strengths: Text here Weakness: Text here Name Here Strengths: Text here Weakness: Text here Team CharterTemplate 3 28 01 02 03 04 05 1. Brainstorm: Use sticky notes to show your thoughts. o Add your text here o Add your text here o Add your text here 2. Consolidate: Choose your group top 6- 8 values. o Add your text here o Add your text here o Add your text here 3. Revise: Turn your notes into collective sentence o Add your text here o Add your text here o Add your text here 1. Brainstorm: Use sticky notes to show your thoughts. o Add your text here o Add your text here o Add your text here 2. Consolidate: Choose your group top 6- 8 values. o Add your text here o Add your text here o Add your text here 3. Revise: Turn your notes into collective sentence o Add your text here o Add your text here o Add your text here 1. Brainstorm: Use sticky notes to show your thoughts. o Add your text here o Add your text here o Add your text here 2. Consolidate: Choose your group top 6- 8 values. o Add your text here o Add your text here o Add your text here 3. Revise: Turn your notes into collective sentence o Add your text here o Add your text here o Add your text here 1. Brainstorm: Use sticky notes to show your thoughts. o Add your text here o Add your text here o Add your text here 2. Consolidate: Choose your group top 6- 8 values. o Add your text here o Add your text here o Add your text here 3. Revise: Turn your notes into collective sentence o Add your text here o Add your text here o Add your text here Core Values What do you care about? Discuss which shared values can help guide how you approach your work & how you collaborate with each other. Group Norms How will you work? Establish a framework of ideals that you can expect each other to abide by. Roles What roles are necessary? Determine the types of roles that will keep the team focused & drive productivity. Metrics of Success What does success look like to you? Consider how success can be measures beyond a letter grade or score. Team Members Who is on the team? Each team member list 2 of their strengths and 2 of their weaknesses to help better understand each other.
  • 29. Team CharterTemplate 4 29 Why: Reason the team exist. o Alignment to core business activities o Project or department mission o Why team come to work Mission Which: Strength & skills the team have o What are the skills in the team that help us a achieve our goals? o What are interpersonal / soft skills that we have? o What are we good at, individually and as a team? Strength & Skills What: Are measurable team outcome / performance, benchmarks towards constant improvement. o What you as a group you want to achieve? o What is your key goal that is S.M.A.R.T? Goals How: Team do business, treats others. o Grounds operational norms o Constitute team’s belief system o Fundamental of intrinsic motivation o Basis for Empowerment o Foundation of improvement Values Who: Each member’s contribution, unique skills and strengths. o Functional : by profession, e.g.: Architect, UX designer, Developer, Scrum Master, etc. o Non – Functional : by team character, e.g.: Encourager, Harmoniser, Compromiser, Observer, Gatekeeper Roles & Responsibilities What Not: Within & outside the scope of the team. o Scope and limits of formal authority. o Area of influence or what it may do with permission. o Shared responsibilities or areas in which team members are expected to Initiate action to support others Scope Wow: Events the team celebrate success & failures Use shared ceremonies, parties, and fun events for o Team Building o Building & Strengthening Working Relationships o Individual Relaxing o Building Empathy Fun Events Which: Weaknesses the team have o What are your things that would hinder you? o What skills/competences do the team lack? o What are your overall strengths as a team? Weakness & Risks How: Team interacts, makes decisions, resolves conflict, and relays information. o Code of conduct & safe environment o Decision making guidelines o Conflict resolution process o Improvement / Change guidelines o Internal & external Communications o Meeting guidelines o Team additions / terminations o Workload distribution Norms 1 7 63 4 2 5 8 9
  • 30. Organization Design – Steps to Follow 30 Blueprint 02 o Create revised org structure, span of control and reporting structure based on analysis o Hold more training workshops to brainstorm areas of improvement o Create team charter with mission, goals, team members roles and expectations o Use scorecard to analyze the transformation as and when it is implemented o Monitor the change and hold training programs to see the impact of changes Implement 04 o Finalize the team charter with mutual discussion and collaboration o Plan the organization restructuring plan in consultation with management and HR o Create the change management plan with key initiatives & deadlines Plan 03 o Analysis of current organization structure, line and span of control, management and workers o Roll out survey to find positive and negative opinions regarding current structure o Hold training workshops on org design Analysis 01
  • 31. HR Strategies to Frame Org Structure, Span of Control &Team Charter Icons Slide 31
  • 33. Agenda 33 Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 05
  • 34. Company Introduction 34 Value Clients This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Preferred Many This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Target Audience This slide is 100% editable. Adapt it to your needs and capture your audience's attention. We are Creative This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 35. Our Mission Vision Values 35 Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Values This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 36. Our Goals 36 01 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 37. Organization Chart 37 Text Here Text HereText Here Text HereText HereText HereText Here Text Here Text HereText HereText Here
  • 38. Comparison 38 Male This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Female60% 40%
  • 40. Pie Chart 40 40% 30% 15% 10% 5% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here
  • 41. Dashboard 41 100% 0% 50% 25% This slide is 100% editable.Adapt it to your needs and capture your audience's attention. 100% 0% 50% 50% This slide is 100% editable.Adapt it to your needs and capture your audience's attention.
  • 42. Linear Process 42 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 Text Here
  • 43. Circular Process 43 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here06 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here05 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03Text Here 02Text Here
  • 44. Roadmap 44 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 02 04 01 03
  • 45. Timeline 45 01 02 03 04Start Finish Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2017 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2018 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2019 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2020
  • 46. ThankYou 46 Contact Number 0123456789 Address #Street Number , City , State Email Address Emailaddress123@gmail.com