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Defining a Matrix Operating Strategy

Once leadership recognizes the need to improve their effectiveness as a matrix organization, the first step is making sure you’ve got the right organizational operating system driving the strategy. This strategy is comprised of the operational goals of your matrix—not to be confused with your business goals. In fact, this clarification often helps leaders recognize their accountability for running and changing the business.

In this working session, our expert facilitator begins to introduce the Matrix Management 2.0™ operating system that will set up and run the business as a matrix.

We use a range of tools and techniques to set goals, assess the current state, and conduct a gap analysis, in addition to identifying organizational challenges and their root causes. Then, we use the results to begin laying out a high-level vision of how matrix management can improve how the organization operates as an integrated system.

Choose This Session If . . .

  • You’ve recently restructured and need to operationalize that structure
  • You are looking to break down silos and address other matrix operational challenges
  • Leaders have expressed an interest in restructuring as a matrix or applying matrix management

What to Expect

As with all of our working sessions, actual outputs depend on the amount of time committed to the session, the participants, and their commitment to the co-creative process. The goal of this session is to produce the following:

  • Defined operating goals to improve your organizational effectiveness
  • Assessment of your current position relative to these goals
  • Solutions to help you attain these organizational goals
  • Defined commitment level and readiness to adopt new ways of running the business

Once the team has committed to achieving the goals, they define next steps for developing and implementing an action plan. This next phase often includes creating a core design team, launching an initiative, and prioritizing this effort to help the team gain access to, and buy-in from, stakeholders.

Common Concerns

We’re not sure about matrix management or our level of commitment.

Committing to a working session shows that leaders have some desire to change the status quo. In assessing your organization, you may find that building awareness is the best place to start. If so, consider our training course Matrix Management 2.0™ Base Camp. This program introduces leaders to new ways of thinking, without creating unnecessary resistance to a change they may not be ready to tackle.

If you need help assessing readiness, get in touch with us. Together, we can identify your current readiness and create a strategy to help you achieve your goals.

Our current culture is extremely hierarchical.

Matrix organizations operate horizontally, across functions. All too often, leaders attempt to impose the vertical hierarchy onto this horizontal dimension, which creates challenges in leading and working without authority.

If your organization currently has a hierarchical culture, the first step will be to shift to horizontal leadership, which requires letting go of the org chart. Our expert facilitators will guide leaders through this critical change as we work together to define a matrix operating strategy.

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