Organisational Review

3 January 2021

Structuring a company of any size will benefit from an Organisational Review

Many smaller businesses rely on smaller team numbers to fulfil multiple roles. But there is still a need to define these roles and responsibilities to maximise efficiency within the business with an Organisational Review. In larger enterprises, this requires even more clarity to avoid department and function overlap.

We offer this service to assist you in the understanding and production of your own Organisation Chart. Our ‘Ten Hats’ seminar explains the 10 fundamental departments within every business, allowing the final chart to be used within a blueprint for sustained, scalable and ultimately saleable business.

Why we developed this service

  • Are you spreading your time and effort to thinly, doing work not in your skillset?
  • Do you have clearly defined functions and departments within your organisation?
  • Does each employee have good clarity about their role in your organisation?
  • Has each team member a clearly defined job role in your organisation?

Who should use this service?

Feeling overstretched or needing your team to support you more? This could well be a massive help and a good starting point for defining team roles in your business. It’s an opportunity for you to define who should be doing what to improve efficiency and give you more time to concentrate on your key activities.

What is involved?

A full day or split into 2 x half days if you prefer. During the review, we will:

  • Discuss the five fundamentals of an Organisation Chart
  • Discuss the four principles that must be adhered to when developing or modifying your Organisation Chart
  • Utilise our Organisation Chart template
  • Review our structured process for creating an Organisation chart
  • Recommend the next steps to take to develop your first draft

Over the course of the following weeks, we will review your final draft once it has been sent to us, and we’ll discuss our recommendations so that you can finalise your organisational structure.

When should I have a session?

Have you clear roles and position responsibilities within your organisation? Most businesses would see a big benefit in a session with us, and you wouldn’t be alone in answering ‘No’. Identifying and developing your team should be high on your business development agenda, as working with a growing and positive team is the perfect base for business success.

Benefits of an Organisational Review

  • Increase your ability to make effective strategic business decisions
  • Understand the key functions within your business and who is responsible for them
  • Free up your time to focus on your key skills and revenue generating activities
  • Highlight which functions may be outsourced
  • Gives you direct access to our team’s experience, systems knowledge, products and services
  • Allows you to develop a business structure that will support the future plans
  • Involvement in developing a business structure that you understand
  • Business model efficiency and productivity increases
  • Clear identification of the business’s internal structure
  • Identification of clear roles and responsibilities as opposed to fitting roles to unmatched team members
  • We will act as a sounding board for you to discuss your ideas
  • Clarity within your team regarding their roles, career development and responsibilities
  • Increase your team’s engagement and satisfaction by clarifying expectations
  • Puts your business in a more sustainable, scalable and ultimately saleable position

For a complimentary Discovery Call to discuss the most appropriate level of support on a wider basis, a personalised quote and a guarantee of our best possible service, please complete the form below and one of our senior advisors will contact you.
Or if you prefer, please call 01296 681341 for our Wingrave Bucks Accountants office.

More for you to read

Basis Period Reform

Basis Period Reform

What is Basis Period Reform and does it affect me? HMRC are bringing in new rules, called Basis Period Reform, from April 2024 that will see all...

BAS Spring Budget Updates

BAS Spring Budget Updates

Written by Brett Smith, Director & Accountant at BAS. Isn’t Budget Day super exciting? For personal reasons, I had to work from home for a few hours on...

Regardless of the services you select all clients will benefit from:

Free ongoing advice

We want you to succeed

Online portals

Access all historic and current accounts or returns at any time

No surprises

We will never send you a surprise bill for calls, emails or meetings

We keep it simple

We're not a fan of jargon either

Peace of mind

If we say we're going to do it, it will get done

Value for money

We work as efficiently and price as competitively as possible

Everything starts with a conversation,
how can we help?

Brett Smith

Brett Smith

Tax & Accountancy

Sian Smith

Sian Smith

Business & Development