Step 2: OD Toolbox
MGMT 731 Organizational Development
Kaitlyn Arthur
Mohammad Islam
Hanuma Chaitanya Pally
Doctor of Business Administration Program, Indiana Wesleyan University
Instructor: Dr. Roome
Entering and Contracting
1. SWOT Analysis
A SWOT analysis is leveraged to help organizations develop a full awareness of all the
strengths, weaknesses, opportunities, and threats involved in making a business decision
(Schooley, 2024). When conducting a SWOT analysis, internal and external factors are
considered.
(Schooley, 2024)
2. Stakeholder Analysis Context Diagram
A stakeholder analysis context diagram is leveraged to show who the internal and external
stakeholders are of a given project. The closer to the center bubble the more the stakeholder
will be impacted by the project.
(Smith, 2000)
3. Stakeholder Participation Matrix
A stakeholder participation matrix is like a RACI as the goal is to identify the level of
participation for each stakeholder. Not all stakeholders need to be involved at every project
level, and this matrix can help categorize the strategy for involving stakeholders (Smith, 2000).
(Smith, 2000)
4. Communication Plan
Five components of a communication plan are indicated below in the follow matrix. These
components include who the communication is going to and who is sending the communication,
a brief description of what type of communication is going to be sent, how the communication
will be sent, and finally when the communication will be shared.
(Lavallee, 2023)
5. Timeline
A timeline shared early in a project provides clarity on project scope and due dates.
Stakeholders can see dependencies and deadlines, so they know how much time to budget
throughout the project lifecycle (Henderson, 2018).
(Henderson, 2018)
6. Contract Template
A contract should include what both parties expect to gain from the partnership,
alignment of the project timeline and available resources, and general expectations and ways of
working. By creating a standard template, an OD Practitioner will not have to re-invent the wheel
for each project.
7. Thomas-Kilmann Model (Conflict Resolution)
The Thomas-Kilmann Model was designed to measure a personÂ’s behavior in conflict situations,
by looking at assertiveness and cooperativeness (Kilmann Diagnostics, 2009). A conflict
resolution model is important to have should a conflict arise between stakeholders.
(Kilmann Diagnostics, 2009)
8. Negotiation Framework
This is a methodical process for negotiations with stakeholders to ensure that their promises
and demands are in line from the start of the change project. The model identifies the five
stages of any negotiation in a simplified framework that helps you to analyze, absorb and apply
the Best Negotiating Practices (BNPS).
Diagnosing
1. Root Cause Analysis
A root cause analysis is used to uncover the cause of a problem. Root cause analysis is
leveraged when companies what to figure out what went wrong and how to prevent that problem
from showing up again in the future.
(What is a Root, 2024)
2. Employee Engagement Survey
An Employee Engagement Survey is sent out to current employees to gauge their
current level of engagement and gain insights on how Employees feel about the current culture
of their organization. Strength of surveys include employee beliefs and attitudes can be
quantified easily, ability to gather large amounts of data quickly from many people, and
inexpensive (Cummings & Worley, 2019).
3. SIPOC
A SIPOC diagram is a tool used by a team to identify all elements of a process improvement
project before the project begins. A SIPOC can help answer who supplies inputs to a process or
even what are the requirements of a customer (Simon, 2023)?
(Simon, 2023)
4. A3 Form
A3 was developed by Toyota, which believes that any problem should be able to be explained
and solved using a 11 x 17 sheet sized piece of paper (Lean Construction Institute, 2024). An
A3 includes the following information background, current state, goal, analysis,
recommendation, and schedule of key events.
(Lean Construction Institute, 2024)
5. Root Cause Analysis – Fishbone Diagram
A fishbone diagram is a tool designed to illustrate cause and effect. This tool can be leveraged
to help brainstorm ideas and then sort those ideas into useful categories (QAPI, n.d.)
(QAPI, n.d.)
Planning and Implementing Change
1. HULA Methodology
HULA Methodology was created for those who did not have the time or resources to
leverage the full DMAIC model with Six Sigma. The following image highlights each step in the
process.
(Process Bootcamp, 2018)
2. Project Charter
A project charter is a document that simply and clearly articulates objectives, scope, names
stakeholders, and lists responsibilities.
(Process Bootcamp, 2018)
3. Process Design – Pugh Matrix
A Pugh Matrix is leveraged to help with decision making. Pugh Matrix compares multiple options
and helps organizations rank their design options.
(Process Bootcamp, 2018)
4. DMAIC Methodology
DMAIC Methodology is leveraged to optimize and stabilize business processes and designs.
DMAIC stands for Define, Measure, Analyze, Imporve, and Control. By leveraging each phase
of DMAIC Methodology organizations can implement a date-driven quality process or strategy.
(Process Bootcamp, 2018)
Evaluating and Reinforcing Change
1. Key Performance Indicator Dashboards
Key Performance Indicators are the most important metrics for your organization and a
dashboard brings all your KPIs together in one place (sisense, 2014). KPIs should be
established early on in a project and also leveraged to gauge overall success.
(sisense, 2014)
2. Plan-Do-Check-Act Cycle
Plan-Do-Check-Act Cycle is an iterative method used for continual improvement process. This
cycle continues throughout the lifetime of a particular process to ensure constant quality
improvement.
(Process Bootcamp, 2018)
3. Reward Systems
Organizational rewards and recognition can act as powerful incentives for meeting employee
and project group objectives and improving organizational performance (Cummings & Worley,
2019). Below is a chart that lists reward system design features. Any combination of these
features could be sufficient to incentivize organizations.
(Cummings & Worley, 2019)
4. Lessons Learned Interview Templates
Lessons Learned formal interviews are conducted after the end of a major change initiative.
This structured time allows stakeholders and end users to reflect on the overall project
implementation and specifically call-out even better ifs that should be leveraged going forward.
References
Blaze Your Trail to Success with the Process Bootcamp [Google slides]. (2018).
Cummings, T. G., & Worley, C. G. (2019). Organizational development & change (11th ed.).
Cengage.
Henderson, N. (2018, April 18). 3 ways to get project buy – in with timeline. Asana.
https://blog.asana.com/2018/04/asana-timeline-share-projects/
Kilmann Diagnostics. (2009). An Overview of the TKI Assessment Tool. Kilman Diagnostics.
Lavallee, L. (2023, February 2). The Importance of a Communication Plan in Project
Management. Souther New Hampshire University. https://www.snhu.edu/aboutus/newsroom/business/communication-plan-in-project-management
Lean Construction Institute. (2024). An Introduction to A3. Lean Construction Institute.
https://leanconstruction.org/lean-topics/a3/
QAPI. (n.d.). How to Use the Fishbone Tool for Root Cause Analysis. CMS.gov.
https://www.cms.gov/medicare/providerenrollmentandcertification/qapi/downloads/fishbo
nerevised.pdf
Simon, K. (2023, September 26). SIPOCDiagram. ISIXSIGMA.
sisense. (2024). KPI Dashboard – Definition, Benefits, & Examples. sisense.com.
https://www.sisense.com/glossary/kpi-dashboard/
Skye Schooley. (2024, January 3). What is a SWOT Analysis (And When To Use It). Business
News Daily. https://www.businessnewsdaily.com/4245-swot-analysis.html
Smith, L. W. (2000). Stakeholder analysis: a pivotal practice of successful projects. PMI.org.
https://www.pmi.org/learning/library/stakeholder-analysis-pivotal-practice-projects-8905
What is a Root Cause Analysis? (2024). ASQ.org. https://asq.org/quality-resources/root-causeanalysis#history
Instruction:
Need 15 tools
For the Toolbox we have to put the tools under one of the four categories:
1. Entering and Contracting
2. Diagnosing
3. Planning and Implementing Change
4. Evaluating and Reinforcing Change
We also have to provide the following for each tool:
Paragraph description for each tool with thumbnail graphic illustrations of most, as
applicable.
I need 15 OD tools
