6 Keys For Stand-Up/ Re-Positioning a Shared Service
Are you struggling with your organizational identity? Either starting or trying to refresh who you are and your organizational value? Here are 6 Keys For Stand-Up/ Re-Positioning a Shared Service. Using this process, you can stand up any shared service from marketing to quality and safety to call centers or inside sales.
6 keys for Stand-Up/Re-Positioning a Shared Service
Develop the Vision and Purpose
- Envision and Establish the Why
- Develop a Charter
- Detail the Purpose & Goals through:
- Organizational Value Proposition
- Business Case
- Scope of Services
Plan how Goals will be Met
- Outline the strategy and technology that will be used to meet the goals
- Identify key competencies and tools
- Lay out key work processes required
- Identify Key Performance Indicators (KPIs)
- Identify the number of people-sized bundles required (jobs)
- Use Project Portfolio Management
Design the Organizational Structure
- Create jobs based on logic (departments)
- Link bundles of work (hierarchy, teams)
- Key activities: Create roles/responsibilities, measures, compensation payoffs (performance mgmt), employee value proposition and career path, RACI charts
Organizational Change Management – Launch
- Obtain senior support
- Plan robust training and mentoring
- Tools include:
- Internal Engagement Plan
- Stakeholder Engagement Plan
- Team building
Start-Up Phase
- Staff the organization, build contracts, and begin operations
- Assign project pathfinders (finding projects)
- Monitor feedback
- Revise organization based on natural pathways that energy (re-alignment)
Sustain Operations
- Review and improve competencies
- Manage budgets and resources
- Communicate and ask for feedback
- On-board new hires to align with culture
