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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)
Purposes of the Job Resources Matrix
Purposes of the Job Transitions Assessment worksheet
How to use your
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.
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)
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
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 paths 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 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:
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 useful Tools for Continuous Process Improvement
to empower every team member