Fictional demonstration · Organizational design and governance

Governance &
Service Integration

One example of how organizational design and governance tools can clarify roles, decision rights, workflows and accountability across a multi-organization service system.

Open sample PDF Discuss a similar project

Coordination and Referral Workflow

1IdentifyClarify the person’s goal, immediate need and consent.

2ConfirmConfirm eligibility, options and required information.

3ReferSend the referral using the agreed minimum information.

4Follow upCheck status within the agreed service standard.

5ResolveConfirm access, redirect or document the unresolved barrier.

6LearnReview repeated barriers and workflow gaps.

Closed-Loop Referral Statuses

Status	Meaning	Required next action
Pending	Referral received but outcome not yet known.	Follow up by the service standard date.
Accessed	Participant connected with the intended service.	Close or continue agreed support.
Redirected	A different service or pathway was more appropriate.	Confirm the new referral and follow-up owner.
Ineligible	Eligibility criteria were not met.	Explain the reason and identify alternatives.
Unable to confirm	Outcome could not be confirmed.	Document attempts and decide whether further follow-up is reasonable.

Focused starter engagement · from CAD $1,250

One focused governance or coordination problem, one kickoff meeting, review of available material, one finished product and one revision round.

Full organizational design or governance engagement

Scoped to the number of teams, governance tables, workflows, information requirements and implementation supports involved.

First 90 Days

Timing	Focus
Days 1–15	Understand current state and confirm mandate
Days 16–30	Design governance and decision rights
Days 31–45	Validate workflows with operational users
Days 46–60	Build governance tools and registers
Days 61–75	Set indicators and reporting approach
Days 76–90	Launch operating rhythm and review

Typical Outputs

Governance architecture and terms of reference

Decision rights and accountability matrix

Referral and follow-up workflows

Escalation pathway and issue process

Partner register and meeting cadence

Performance framework and dashboard

Organizational design and governance demonstration showing a governance role matrix, operating model and escalation pathway

Make shared work clear enough to function.

Start with the roles, decisions or workflow that are currently slowing the organization down.

Start a conversation