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Key Steps to Setting up the Transformation Office


Key Steps to Setting up the Transformation Office

In this article, David Gross shares eight key steps to setting up an effective transformation office.

Setting up the Transformation Office is an important step towards ensuring successful and sustainable change management. The Transformation Office is a dedicated team within an organization that is responsible for leading and executing change initiatives. The primary goal of the Transformation Office is to help the company achieve its strategic goals by driving and coordinating changes that are necessary to support growth, innovation, and competitive advantage.

Here are the steps a company should follow to set up an efficient and effective Transformation Office:

1.     Define the purpose and scope of the Transformation Office: The first step in setting up a Transformation Office is to clearly define its purpose and scope. This involves identifying the areas of the business that need to change, the specific outcomes that need to be achieved, and the timeline for delivering these outcomes.

2.     Develop a governance structure: A clear governance structure is essential for the successful operation of the Transformation Office. This structure should define the roles, responsibilities, and decision-making processes of the Transformation Office team. It should also outline the relationships between the Transformation Office and other parts of the organization.

3.     Assemble the Transformation Office team: Once the purpose and scope of the Transformation Office have been defined, the next step is to assemble the team of individuals who have the skills, knowledge, and experience to deliver the desired outcomes. This may involve hiring new staff or re-allocating existing personnel—and most often both.

4.     Establish clear metrics: To ensure that the Transformation Office delivers the desired outcomes, it is important to establish clear metrics that can be used to measure success. This may involve tracking specific key performance indicators (KPIs) or conducting regular assessments of/lookbacks on the effectiveness of the Transformation Office.

5.     Foster a culture of change: The successful Transformation Office requires a culture of change within the organization. This involves communicating the importance of change and the role of the Transformation Office. This also involves encouraging and empowering employees to embrace change—and then backing up the talk with strong financial incentives that reward teams as they deliver.

Key points include:

  • Change management framework

  • Alignment with business strategy

  • Communication

Read the full article, The Transformation Office: Purpose, Structure and Operations, on