Reading the organisation: from strategy to design criteria
Every decision on structure and headcount starts from where the organisation is heading. This stage records the strategy in a form the later stages can build on.
What goes in
- Vision and mission.
- Strategic goals and their KPIs: baseline, target and data source.
- The plan's time horizon.
- Expected growth drivers.
- The organisation's documents: strategy, policies and approved structures.
What happens in the platform
- Data is entered from the Excel template, proposed by the AI expert from the organisation's documents, or typed in.
- Goals are linked to measurable KPIs.
- Design criteria are set: mandatory requirements every alternative must meet, and weighted criteria for choosing between alternatives.
What comes out
- A documented strategic direction for the later stages to build on.
- Approved design criteria, used later to score organisational alternatives.
- A consultant report for the stage, with approval decisions.
What the AI expert does here
The AI expert reads the strategy documents and proposes goals, KPIs and design criteria in detail. Nothing is saved until the consultant approves it.
Methodologies applied
- ISO 30409: workforce planning starts from strategy
- Mandatory and weighted design criteria
Frequently asked questions
Why does Mizan start from strategy rather than the current structure?
Because structure is a means to the organisation's goals. ISO 30409 starts from strategy, and Mizan uses the goals, growth drivers and design criteria recorded here to score organisational alternatives and estimate demand later on.
What is the difference between mandatory requirements and weighted criteria?
A mandatory requirement is a condition any organisational alternative must meet to be accepted. Weighted criteria are used to choose between the accepted alternatives, each with a weight the organisation sets.
Do we need a written strategy before we start?
You can upload the strategy document for the AI expert to read and propose goals and KPIs from. If it isn't fully documented, it can be entered by hand or from the Excel template.
See this stage on data close to your organisation
We walk you through the platform in a short session and answer your team's questions on method, data and integration.