Road-Map Table Group

Road Map to a Healthy Organization
The transformation to a healthy organization can be done in short order with the appropriate effort and focus.
This roadmap provides a typical approach to working through the four disciplines.
KEY: Leadership Team Meetings Communication Events Ongoing Activities
MONTH 0 MONTH 1 MONTH 2 MONTH 3 MONTH 4 MONTH 5 MONTH 6 MONTH 7 MONTH 8 MONTH 9 MONTH 10 MONTH 11 MONTH 12
Initial Quarterly Quarterly Quarterly

Pre-Work 2-day Off-site Off-site Off-site
Off-site Adhoc Topical Review Adhoc Topical Review Adhoc Topical Review Adhoc Topical
Daily Check-ins and Tactical Weekly Staff
Key leader
roll-out discussion
Embed answers to the six questions in all human systems
and debrief on
organizational health
Key messages
roll-out to entire
Weave clarity around the six questions in all communication
organization
(optional)
The Organizational Health People | www.tablegroup.com

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Road Map to a Healthy Organization
(Continued from the previous page.)
Leadership Team Meetings Communication Events
PRE-WORK KEY LEADER ROLL-OUT

The first step in creating a healthy organization is to prepare the executive team Once the leadership team has built unwavering commitment to the answers to
for the effort. This includes having each leader read The Advantage, and complete the six critical questions (this should happen around month 2 or 3), the next step
any assessments required for the initial two-day off-site (i.e. The Five Dysfunctions is to cascade both those answers and the goal of organizational health for their
Online Team Assessment and a personality profile). At this point, it’s helpful to organization. This type of session should include an opportunity to build support
identify a resource to assist the leader with managing the entire process. from the next level of leaders, and to get their feedback.
INITIAL 2-DAY OFF-SITE ORGANIZATIONAL ROLL-OUT

An initial 2-day leadership team off-site is the starting point of any organizational With the second level of leaders on board, the next step to organizational health
health effort. During this session, you should plan to make significant progress is to create and begin executing an overall communication plan. This plan will
on becoming a more cohesive team (Discipline 1), as well as clarifying the team’s vary by company and situation. Some organizations will be ready for a formal
answers to the six critical questions (Discipline 2). The team should also commit to roll-out, while others will require a more subtle introduction to all employees.
a meeting structure and develop a plan to finalize and communicate the answers
to the six critical questions and other key off-site take-aways.
ADHOC TOPICAL
Following the initial 2-day off-site, teams will meet regularly (monthly at a
minimum) to discuss topics of a strategic nature. It’s useful to create a prioritized Ongoing Activities
list of topics and assign responsibility for driving those meetings. These topics will
vary and most likely be in support of the organization’s thematic goal. The very
first adhoc topical meeting will likely address solidifying the answers to the six HUMAN SYSTEMS
critical questions. From there, they will be held on an as-needed basis. To help organizational clarity take root, work must be done to ensure all human
systems reflect the answers to the six critical questions. Over a period of time, each
system and process should be reviewed for alignment (with organizational clarity)
QUARTERLY OFF-SITE REVIEW
and modified accordingly.
Throughout the year, a leadership team should meet for their Quarterly
Off-site Review. This meeting provides an opportunity for the team to continue to
address their cohesiveness, as well as to step back and question how healthy their COMMUNICATION
organization is. It will also be a venue to determine next steps required to move With the leadership team fully on the same page, they must now make every
the organization to the next level. effort to embed the answers to the six critical questions in all organizational
communications, even subtly.
DAILY CHECK-INS AND WEEKLY STAFF MEETINGS
Leadership teams must institute discipline around their meetings to ensure they
are focused on the right things at the right time. Throughout the year, a team
should meet on a daily basis to share immediate priorities, and they must also
meet on a weekly basis to review progress against the organization’s thematic
goal. These two meetings provide a rhythm for the leadership team that will drive
and sustain a healthy organization.
The Organizational Health People | www.tablegroup.com

© The Table Group, Inc. All rights reserved. 2

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Road Map to a Healthy Organization

KEY: Leadership Team Meetings Communication Events Ongoing Activities

Initial Quarterly Quarterly Quarterly

Daily Check-ins and Tactical Weekly Staff

The Organizational Health People | www.tablegroup.com

Leadership Team Meetings Communication Events

PRE-WORK KEY LEADER ROLL-OUT

INITIAL 2-DAY OFF-SITE ORGANIZATIONAL ROLL-OUT

The Organizational Health People | www.tablegroup.com

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