Job Design Matrix template
To re-design job responsibilities to fit re-designed processes.
Use this tool as part of Change Management,
as a practical teachable, repeatable system
to make good on your Job Security Promise —
that no one will lose their job as the direct result of process improvement successes.
Purposes of the Job Design Matrix (JobDesign sheet)
- To estimate how many employees (full time, or partial) are needed
to perform the responsibilities of re-designed jobs.
- To design the management structure to support different types of employees
Purposes of the Job Resources Matrix
- To identify the resources provided by the employee.
- To identify the resources provided by the employer.
- To identify resources that still need to be provided.
Purposes of the Job Transitions Assessment worksheet
- To assess potential career paths from current jobs to redesigned jobs
- To assess potential career paths from new jobs to other new jobs
How to use your
Job Design template
Find and open your template
Find and open your Job Design template (JobDesign.xlsx)
in the same way that you find and open
your other 150+ Systems2win templates.
Save your working document, following the usual
document storage and naming conventions
established by your leaders.
If English is not your native language
Switch to your language, just like every Systems2win Excel template.
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon bar > Systems2win tab > Open a Blank Sheet
This blank sheet is where you will do your real work
(not on the Sample sheet)
Rename your new sheet
Step 1) Define Jobs
Complete the Jobs Design Matrix
(the JobDesign sheet in your JobDesign.xlsx workbook)
Reminder: Click any row or column header in any Systems2win template to get pop-up help.
Create a Skills & Training Matrix for each job
(using your Training Matrix template: TrainingMatrix.xlsx)
Create a Job Resources Matrix for each job
(the JobResources sheet in your JobDesign.xlsx workbook)
Consider all Social Design Objectives
See an idea starter list of Social Design Objectives
Re-draw organizational boundaries to accomplish Social Design Objectives
Perhaps using your Organization Chart template
When you think you are done,
go back again and reduce the number of job titles/roles to a few empowered positions.
When you are sure you are done,
Make separate Job Evaluation Matrices for each job
Either use the special copy sheet utility to make multiple copies of the Resources Matrix sheet,
or make multiple copies of your Skills & Training Matrix.
Step 2) Define Job Transitions and Career Paths
Use the Job Transitions Assessment sheet
(the Transitions sheet in your JobDesign.xlsx workbook)
to define Job Transitions & Career Paths
After defining weighted difficulties of alternate career paths,
summarize suggested career
in ways that can be easily and clearly communicated to the people whose jobs & careers are affected.
Step 3) Define Training & Education Plans
Use your Skills & Training Matrix
as a Training Plan to define training & education plans.
Optionally use some of your other Systems2win Training Design templates
as you prepare all user training materials and Standard Operating Procedures
Optional Step 4) Define Transitional Organizational Structures
If the defined process changes are too much to bite off with one big change,
then perhaps define interim organizational structures.
(Perhaps using Organization Charts, or just describing transitional organizational structures)
Step 5) Analyze Individual Asessments
Use the Individual Assessments sheet
(the Indiv sheet in your JobDesign.xlsx workbook)
to analyze assessments for where each individual might best fit within the newly created available jobs.
Tip: You might copy portions from your Skills & Training Matrix as a starting point
Step 6) Prepare Incentives
Use the Incentives sheet
(the Incentives sheet in your JobDesign.xlsx workbook)
to come up with ideas and plans for how to:
- Incentivize each new position to be as attractive as possible
- Design measures of success for each transition
Step 7) Prepare Plans for Change Management
Use your Change Management template
to anticipate and manage foreseeable possible resistance to change.
This Job Design template comes with many other
and you can empower every team member