
This lecture is an introduction to the course in which I introduce you to the "Transformation Model" which you'll use to do a high level and comprehensive assessment of your organization using systems thinking and strategic thinking skills.
The results you’re getting in your organization are not random. Whether we’re talking about revenue and profitability, customer service and retention, quality, response time, innovation or even employee engagement, Your results have to do with the way you’ve designed your organization.
I want you to get as much out of the course as possible and, to that end, I want to provide you some tips and resources to increase your learning and the value of the program.
This lecture will give you and overview of the assessment you're about to do. You'll need to decide the unit of your organization you'll assess. I also give you a couple of examples of assessments from companies I've worked with and describe the process you'll go through to complete your assessment. You'll be using systems thinking as you go through this process.
The external environment is the larger world within which your organization exists. I offer you a number of questions you must ask to make sure you're adapting to changing conditions in the marketplace.
Strategic thinking flows from an understanding of the environment. It has to do with how you’ll position yourself in the marketplace to meet the challenges and take advantage of the opportunities present in the external environment. I'll help you assess how well your strategy is working.
Core Process can be defined as the sequence of tasks, activities, or decisions you go through to produce a deliverable for a customer or stakeholder group. There numerous core processes in any organization so the purpose of this assessment is to better understand your processes and then identify the overall efficiency and/or problems within your processes.
Structure can be thought of as the way people are grouped and linked together in hierarchical arrangements and role relationships. It defines boundaries around businesses, departments, functions, teams or work groups. It both integrates and differentiates how people are organized and how work is accomplished. In this part of the assessment, you'll look at the strengths and weaknesses of your current structure and how well it aligns with your strategy and purposes of your organization.
Systems are the formal and informal mechanisms through which the organization coordinates work and develops employees. There are really two types of systems: coordinating and development. You'll identify your most important systems and then assess how well they accomplish the purposes for which they've been designed. You'll look at their strengths and weaknesses and come up with recommendations for improving them.
I define culture as the shared assumptions, attitudes, and practices of members of your organization. It’s the common experience of “What it’s like to work here.” Although the most amorphous and least tangible element of the Transformation Model, it is a very real influencer of individual experience and behavior. Most people naturally assimilate and live according to the beliefs, attitudes and practices implicit within the culture. In this lesson, I give you a number of questions to assess your organization's culture.
Results are metrics that define the success or health of an organization and are therefore a starting point for understanding how well the organization is functioning. They are like a scoreboard that lets you know well the organization is doing. I'll have you assess your organization in four critical areas. I'll also give you an exercise for doing an internal resource inventory. Looking at results is the culmination of systems thinking.
One way the Transformation Model is helpful is to see the cause-effect relationship between the seven elements, which is the heart of systems thinking. Starting with results, I help you see how the different elements impact and effect each other. It's critical to understand the interdependencies of the various elements.
In this lesson, I'm offering you a number questions that cut across the different elements of your assessment. The purpose is to help you summarize and integrate your key learnings from your assessment.
What do you do, personally, with the information and perspective you've gained from your assessment? At the very least, you should be much smarter about how things work. But we'll also explore opportunities to make improvements.
I'm offering you a simple template in project or change management that I call the Initiative Matrix. The purpose is to help you to think through what needs to happen to convert an opportunity into action. From the opportunities you’ve identified you select an initiative and then go through a number of steps to turn this into an improvement that you can bring to your organization.
The purpose of the course has been to think more systemically and strategically, to think like a CEO. I'll ask you CEO-type questions to think about your organization and then suggest some next steps, which may include bringing others together to go through a similar assessment.
See Your Organization as a System—and Lead It More Effectively
Welcome to The Leader as Systems Designer.
This course will help you use systems thinking, strategic thinking, and organizational design to become a smarter and more informed leader—whether you lead an entire organization, manage a team, or contribute as an informal leader.
The course is organized around the Transformation Model, a practical framework that reduces the complexity of an organization to seven essential elements. You’ll learn to assess these elements, understand their interdependencies, and align them to improve organizational performance.
The model will help you step back from day-to-day operations and see your business, team, or organization from a holistic, systems perspective. You’ll gain a clearer understanding of how your organization actually works, what contributes to its success, and what may be getting in the way.
In short, you’ll learn to think like a CEO.
Two Premises of the Course
1. All organizations are perfectly designed to get the results they get.
The results your organization produces are not accidental. They emerge from how the organization has been designed—not simply its structure or reporting relationships, but the interaction of all seven elements of the Transformation Model.
When results are disappointing, leaders often respond to the most visible problem. Systems thinking helps you look beneath the symptoms, identify underlying causes, and recognize where alignment or design needs to change.
2. The most important work of leaders is “on” systems, not only “in” systems.
Working in a system means managing the daily flow of activities, responding to urgent problems, and getting the work done. These responsibilities matter, but they are not where leaders make their greatest contribution.
Working on the system means stepping back to see patterns, relationships, and interdependencies. It means diagnosing problems from a broader perspective and identifying changes that can strengthen the entire organization.
The Transformation Model gives you a framework for doing this. It will help you ask better questions, make more informed decisions, and identify practical opportunities to improve your organization.
What You’ll Learn
By completing this course, you will be able to:
Apply systems thinking to understand how your organization works.
Assess the seven elements of the Transformation Model.
Identify organizational strengths, misalignment, and underlying problems.
Find high-leverage opportunities to improve organizational performance.
Recognize how different parts of your organization affect one another.
Diagnose underlying causes rather than simply react to symptoms.
Spend more time working on the system and less time firefighting.
Develop concrete ideas for building a stronger, more effective organization.
How the Course Is Organized
This is a focused, practical course. I avoid unnecessary theory and move quickly into concepts and tools you can apply to your organization.
Section One: Understanding the Transformation Model
I’ll introduce the course, explain the principles of systems thinking, and show you how to use the Transformation Model. You’ll also receive tools and resources to help you apply what you are learning.
Section Two: Assessing Your Organization
This is where you roll up your sleeves. You’ll conduct a comprehensive, high-level assessment of your organization using the seven elements of the Transformation Model. Rather than simply learning about the model, you’ll apply it directly to your own organization, business, or team.
Section Three: Identifying Opportunities for Improvement
You’ll step back and examine what you learned from your assessment. I’ll guide you through a process for identifying organizational strengths and weaknesses, areas of alignment and misalignment, and the leverage points that offer the greatest opportunities for improvement.
Who This Course Is For
This course is designed for:
Executives and senior leaders
Business owners and entrepreneurs
Managers and team leaders
Organizational development and human resources professionals
Consultants, facilitators, and change leaders
Informal leaders who want to understand their organization more deeply
Anyone who wants to develop a more strategic, systems-oriented approach to leadership
No previous knowledge of systems thinking or organizational design is required.
About Your Instructor
I have a dual background in psychology and organizational behavior. I co-founded two consulting and training companies—the Human Development Institute and the Center for Organizational Design—and have spent more than 35 years helping organizations strengthen performance through leadership, team development, and organizational design.
The Transformation Model is one of the principal frameworks I have used throughout my career. I have introduced it to thousands of leaders and employees across dozens of organizations, helping them assess how their organizations operate and identify practical opportunities for improvement.
Since 2000, a business partner and I have also certified more than 1,500 trainers and consultants around the world to use our organizational development programs, including the Transformation Model.