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Lean Tools, Training, and Systems

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.

Job Security Promise

Purposes of the Job Design Matrix (JobDesign sheet)

  1. To estimate how many employees (full time, or partial) are needed to perform the responsibilities of re-designed jobs.
  2. To design the management structure to support different types of employees
Job Design Matrix template

Purposes of the Job Resources Matrix

  1. To identify the resources provided by the employee.
  2. To identify the resources provided by the employer.
  3. To identify resources that still need to be provided.

Purposes of the Job Transitions Assessment worksheet

  1. To assess potential career paths from current jobs to redesigned jobs
  2. 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


in the same way that you find and open your other 150+ Systems2win templates.

Excel Ribbon bar > Systems2win menu

Save your working document

following the usual document storage and naming conventions established by your leaders

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 > Systems2win tab > Open a Blank Sheet

This blank sheet is where you will do your real work

(not on the Sample sheet — which gives you sample data that is extremely helpful for learning how to use your new tool, but is the wrong place to do your real work)

Systems2win menu > Open a BlankSheet

Rename your new sheet.

If English is not your preferred language

Switch to your language, just like every Systems2win Excel template.

Now your team is ready to start using your

Job Design Matrix template

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

Organization Chart template

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 paths in ways that can be easily and clearly communicated to the people whose jobs & careers are affected.

Training Session Agenda template

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 Assessments

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:

  1. Incentivize each new position to be as attractive as possible
  2. Design measures of success for each transition

Step 7) Prepare Plans for Change Management

Change Management template

Use your Change Management template


to anticipate and manage foreseeable possible resistance to change.



This Job Design template comes with many other useful Tools for Continuous Process Improvement



to empower every team member to improve every process





New User Training

Your Systems2win templates come with free New User Training
to quickly learn features that are common to all 150+ templates







Training and Coaching

Consider Training and Coaching to support your teams to succeed


Why re-invent?

Why re-invent?




Schedule a Conference

Schedule a conference
to discuss your challenges
with an experienced lean advisor