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Sample Proposal #1
Proposal to Assist in Reorganization at XXXXXX
Situation Summary
You must “jump start” people so that a new manner of working cross-function-
ally—in a matrix organization—is not merely accepted, but is exploited as a high-pro-
ductivity way of life. Although reorganization has not been the norm, there is likely to
be resistance, both from those inside and from those outside the new organization. A
key factor—perhaps the key factor in success—is the ownership and appropriate be-
haviors of all key managers and exemplars, so that people have the proper leader-
ship, and accountabilities will be accepted.
The primary transition is from a project-oriented, transient approach, to a pro-
gram-oriented permanent approach in managing the business. Standards, measure-
ment, tracking, feedback loops and ultimate ownership must be created and em-
braced. The process of ownership is central to success. Collaboration in a matrix
structure with accountability thrust downward are important goals.
Objectives
Among the results to be achieved are these key objectives:
• Managers’ skills are developed and behaviors are directed toward achieving
and exploiting results that the new organization affords.
• Accountabilities are clear at the individual job (micro) level.
• Communications flow is rationalized so that people are able to deal within the
“matrix” clearly, easily and willingly.
• Key exemplars develop and exhibit collegiality that demonstrates support for
and participation in the new organization.
• Group interactions are facilitated and continually honed.
• Obstacles presented by systems, procedures and culture are identified and
removed as appropriate.
Methodology/Interventions
The assistance in achieving the objectives would include, but not be limited to, the
following activities:
• One-on-one assistance for all key managers in skills and behaviors required
by the new organizational relationships.
• Group facilitation where needed in meetings and cross-functional teams.
• Group observation and feedback, with recommendations on how to improve
the process.
• Assistance with written communications and meetings, so as to maximize
ownership and accountabilities and minimize resistance.
• Recommendations for procedures, cultural norms (i.e., meeting types and du-
rations) which will remove obstacles and strengthen the matrix structure.