Sunday, November 9, 2025

Transforming Organizations: HR’s Role in Shaping Structure and Performance

 

Improving Organizational Performance

Improving organizational performance often involves aligning structure, roles and responsibilities, process, and culture with new strategic goals.

Competency Connection

An organization is pursuing a growth strategy through merger and acquisition (M&A). HR has been actively involved in performing due diligence for a proposed M&A target. Senior management is very committed to acquiring the operation because it would advance their planned vertical strategy.

The chief human resources officer (CHRO) is reviewing data gathered by an HR task force. This analysis is supported by a variety of Behavioral Competencies. Much of the data is financial, assessing the financial implications of the target's workforce demographics and existing contracts. Business Acumen and Analytical Aptitude help there. Global Mindset helps the CHRO note some characteristics of the target company's culture that might cause problems. A few lines in a report suggest that the CHRO's organization differs in its approach to employee relations from the organization targeted for acquisition. The CHRO's organization has implemented many processes designed to promote individual initiative and innovation. The target organization, however, is very hierarchical. This is reflected in the many layers of approvals that must be obtained to make decisions, the intricate dispute resolution path, and the formal communication channels its employees must follow. The differences suggest entirely different employee relations strategies, probably different cultures, and possibly different employee skill sets, which could have strategic implications.

Using the Consultation competency, the CHRO presents HR's complete findings to senior management, emphasizing the cultural and strategic challenges that this merger poses.

Organizational Interventions

Organizational interventions look at how the structure of the organization is helping or hindering the organization's strategic progress. Organizational structure refers to the way in which work groups are related.

Organizational interventions are required when an organization:

·          Is failing to meet its strategic objectives because its structure is inefficient and/ or ineffective. The organization's structure no longer meets its needs. A common example of this situation is the progression of an organization through its early stages of growth. The organization's design must be aligned with its new realities.

·          Has changed its competitive strategies and needs to develop new skills and traits-for example, skills needed to respond to market changes quickly. The organizational design must be focused in a new direction.

 

Redesigning the Organization

Organizational design refers to elements that support an organization's functioning. These elements include structure but other factors as well, including:

·          The organization's mission and vision and the strategies it is pursuing to achieve its goals.

·          The way decisions are made.

·          The way information is communicated.

·          The processes used to perform work and the degree to which those processes connect parts of the organization's structure and the way in which those linkages are managed.

·          The systems used to align the organization's needs with the resources required to fill those needs. This, of course, includes human resources and all the systems HR uses to fulfill its responsibilities, from recruitment through talent management and exit. It can also include physical and financial assets (for example, equipment, facilities, budgets) and organizational knowledge and expertise.

All of these elements create the integrated system that is the organization. Any OED solution must acknowledge the integrated nature of the organization's design.

HR's Role in Organizational Design

HR's roles and responsibilities in organizational design should include:

·          Providing leaders with a structural diagnosis by identifying the root causes of organizational performance issues.

·          Helping leaders evaluate a range of clear design options.

·          Ensuring that leaders align organizational design decisions with short- and long-term strategic goals by identifying critical activities, strengths, and weaknesses.

·          Helping leaders understand their roles and responsibilities that ensure that the structure is properly implemented.

·          Continually monitoring the structure for alignment with the organization's business strategy and highlighting challenges as needed.

·          Planning for internal or external resources to deliver appropriate short- or long-term development interventions and activities and ensuring that those resources have the appropriate subject matter expertise and credibility to be effective or have the appropriate background, relationship-building skills, and cultural familiarity to quickly build credibility.

Structural Characteristics in Organizational Design

Organizational structures share certain characteristics that must be aligned with the organization's strategic goals, competitive environment, and culture.

Work Specialization

Work specialization refers to the degree to which tasks are performed as separate jobs. While work specialization is seen as increasing efficiency and quality, it can also result in boredom and lack of quality. And in complex and technology-driven enterprises, specialization can also hamper collaboration and innovation.

Decision-Making Authority

This principle describes how decisions are made within the organization. Authority relates to the scope of responsibilities that define the area in which a manager or supervisor is empowered to make decisions. The organization determines which decisions can be made at each level of the organization and within each function in order to ensure that the best decisions are made in the most timely manner. In a global organization, decisions may be made at headquarters (centralized) or delegated to other parts of the organization (decentralized).

Layers of Hierarchy

The hierarchical layers of an organization range from the chief executive officer to the employee in a function. The trend in organizational structure has been to reduce the number of layers and waste within organizations. The result is flatter and, leaders hope, more efficient organizations with fewer staff support positions. The ratio of direct to indirect employees (people doing the work as opposed to people supporting those doing the work) is a key metric of organizational efficiency. Global organizations often value nimbleness or agility since their interconnectedness and global exposure may call for rapid organizational response.

There are two important concepts when determining the layers of hierarchy: chain of command and span of control.

Span of control refers to the number of individuals who report to a supervisor. Executives, managers, supervisors, and subordinates are hierarchically connected. Organizations in which many subordinates report to a few supervisors are referred to as "flat." There are many factors that drive an organization toward a wider span of control, including the desire for subordinates to communicate directly with their ultimate supervisor and decision maker. However, spans of control that are too large can slow an organization, making it difficult for supervisors to make decisions quickly. Many decisions must flow to the top, and the decision queue can become crowded. Flat organizations can be nimbler. When decisions are made, they can be communicated and implemented quickly.

Chain of command refers to the line of authority in an organization. Traditionally, a subordinate reported to only one superior. This eliminated the confusion, loss of productivity, and stress that could result from an employee trying to follow the directions of two separate managers. Today the chain of command is growing less distinct in many organizations. As organizations push decision-making authority downward or become matrixed, and as ad hoc or permanent work teams become more common, the line of authority can appear lateral or web-like.

Formalization

Formalization refers to the extent to which rules, policies, and procedures govern the behavior of employees in the organization. The more formal the organization, the greater the written documentation, rules, and regulations. Some organizations are more loosely structured than others. Formalization may serve an organization well when uniformity is an imperative-for example, when there is low tolerance for variations in parts or when it is critical that, for reasons of compliance, a process be conducted in a precise manner. It can, however, restrict employees' abilities to respond to unusual situations or customer needs as well as stifle creativity and innovation.

Over time, formalization becomes ingrained in an organization's culture and can be difficult to change. This may be a challenge when an organization merges with or acquires an entity with a dissimilar approach to formalization. Similarly, when an organization expands into a country or region where different culturally defined tastes for formalization prevail, it has to decide how to manage the differences to achieve global cohesion.

Departmentalization and Types of Structures

Departmentalization refers to the way an organization groups its jobs and aligns effort. Four commonly seen structures are discussed here (functional, product, geographic, and matrix), but you may encounter other, less common types of structures in your work. New business models may require different structural approaches.

Functional Structure

In a functional structure, departments are defined by the services they contribute to the organization's overall mission, such as marketing and sales, operations, and HR. Traditionally, this has been the most common organizational structure.

A related method is departmentalization by process. If the organization's work is divided according to a linear process, the organization might be divided into departments like design, supplies procurement, manufacturing, sales and marketing, distribution, and customer service.

Some units are considered line units while others are considered staff units. Line units are work groups that conduct the major business of the organization, such as the production or marketing functions. Staff units assist the line units by performing specialized services for the organization, such as accounting or HR.

Product or Customer Structure

In an organization with a product structure, functional departments are grouped under major product divisions. A consumer electronics company, for example, may have separate divisions for home appliances, mobile devices, and televisions. Each division will have its own marketing, sales, manufacturing, and finance functions. More employees are required to staff this type of organization, but presumably this is offset by accumulated experience and expertise.

The customer structure is similar, with each division focusing on a group of customers with distinct needs. For example, a financial service business may have commercial, residential, and institutional customer divisions.

 

Geographic Structure

A geographic structure is very similar to a product structure, with the exception that geographic regions or countries-rather than products define the organizational chart. A purely domestic organization may be stncture4 aroun4 regions within the country. Global organizations may bs organized by, for example, continents or countries, Each region or country has its own complete and self-sufficient set of functions. More employees are required to staff this type of organization than in a purely functional enterprise, but value is achieved because each division can be more responsive to local markets.

Matrix Structures

A matrix structure combines departmentalization by division or program and function to gain the benefits of both. An organization may use a matrix structure when the vertical hierarchy begins to obstruct value activities-when silos get in the way of collaboration. A matrix structure includes cross-functional teams who may work together to design, develop, and market products.

The matrix structure creates a dual rather than single chain of command. As a result, some employees report to two managers rather than one, with neither manager assuming a superior role. The project or program manager interacts with the employee about project work; the functional manager may be responsible for regular performance reviews and career development. This structure requires good communication and collaboration between the managers. Without it, employees may become overworked and stressed.

An example of a matrix structure would be an aeronautics manufacturer who maintains the usual functions but structures work around contracts that it has received or programs dedicated to developing new models or technologies. As contracts and programs end, employees return to their functions and wait for reassignment to new projects.

There are advantages and disadvantages to each type of organizational structure, as shown in Exhibit 13.

                  Exhibit 13: Advantages and Disadvantages of Organizational Structures

Type of Structure

                     Advantages

               Disadvantages

Functional

Easy to understand, Specializations develop Economies of scale, Easier communication within functions, Clear career paths

Weaker customer or product Focus potentially weak communication among

Functions: Weak grasp of broader

organizational issues

Product

Economies of scale Product team culture Product expertise, Cross-functional communication

Regional or local focus Weak customer focus

Geographic

Proximity to customer, Adapted to local practices, Quicker response time

Cross-functional communication

Fewer economies of scale Potential issues with consistency across regions (for example, practices, values, strategic focus)

Matrix

Combination of cross-disciplinary capabilities and perspectives

Availability of best global talent Flexibility and agility

Complex reporting structures Potential for conflicts between functions and

projects over resources Potential cultural conflicts on teams

 

Aligning Roles and Responsibilities in New Organizational Structures

Lack of clarity about authority and coordination of communication can cause highly integrated structures, such as matrix structures, to fail. This is often addressed simply by better defining the roles and responsibilities of each member in the structure.

For example, one of the activities in a software development function may be to track and record changes to software programs. In this instance:

·          A responsible member will perform the activity. In our example, John is responsible for updating documentation of every change made to the software issued by the function. For a large and/or complex activity, multiple people may be assigned responsibility for a single activity and must coordinate performance with each other.

·          The accountable member is in charge of the activity and answers to management for the activity's performance. This individual approves and allocates resources. In our example, the accountable person would probably be the head of the software development function, Mary. To avoid confusion, there should be only one accountable role. An accountable member, however, may also be involved in performing the activity or providing guidance and expertise.

·          A consulted member provides advice or information necessary to perform the task. For example, the leaders of the different software application teams or the coders/designers themselves may be tasked with providing this information to John.

·          Members to be informed receive communication about activities but do not perform or consult. For example, George needs to know when changes are being made because his responsibility is to contact all the users in the organization about changes that may affect them.

A RACI chart helps an organization establish clarity around its critical activities by assigning responsibility and describing communication needs. These charts can be a helpful exercise when an organization is restructuring or introducing new activities or processes.

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