Organisational Review Service

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Are you overwhelmed by the number of different tasks you’re trying to manage in your business?

Many businesses do not have absolute clarity around their team’s defined roles and responsibilities.  This often results in owners wearing too many ‘hats’, meaning little time spent is on strategic or high-level activities that create real value for the business. 

An Organisational Review will help you build a functional Organisation Chart which visually defines departments, key functions, roles and responsibilities.  We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.

An Organisational Review is your opportunity to define clear roles and responsibilities and gain time for yourself to concentrate on key activities and revenue generation.  It will also increase team satisfaction.  There’s no better way to empower your team than to give them clarity around their defined roles, responsibilities and career development opportunities.

Are you wearing too many ‘hats’ in your business? Let us help you re-distribute the tasks that are slowing you down.

You’ll attend an initial full day planning session with us where we’ll discuss the fundamentals to develop an Organisation Chart.  We’ll help you determine the ideal roles for the business as opposed to fitting roles to the people in your team.  You’ll also gain clarity on what functions can potentially be outsourced. 

After reviewing your current structure we’ll follow our experienced process to create a functional Organisation Chart using our highly effective templates.  We’ll provide you with recommendations and next steps for you to complete the first draft of your Organisation Chart and monitor your progress over the following weeks as you refine and finalise your chart.

Upon completion we’ll meet again to review and tweak your organisational structure.  We’ll act as a sounding board for you to discuss your ideas, make effective strategic decisions and develop a better, more sustainable business model.

Frequently Asked Questions

Organisational Review FAQ

1. What is an Organisational Review?

An Organisational Review is a structured analysis and redesign of your business structure, roles, and responsibilities. We help you define a functional organisation chart that clarifies departments, key functions, and who does what.

2. Why might my business need an Organisational Review?

You might need one if:

You’re wearing too many hats and your workload is uneven

There’s confusion over who does what in your team

The structure is not sustainable or scalable

You want to make the business more efficient, clear, and saleable

You want to free yourself to focus on strategy and higher value tasks

3. What is the process or methodology you use?

The typical process involves:

A full-day planning session where we discuss fundamentals and evaluate your current structure

Review and assessment of your existing roles and functions

Developing a draft, functional organisation chart using proven templates

Providing recommendations on which roles/functions to keep, reassign, or outsource

A follow-up meeting to refine and finalise the structure and next steps

Ongoing review or support as you implement the new structure

4. How long does an Organisational Review take?

The core is a full-day planning session. Beyond that, time depends on how complex your organisation is, how many roles there are, how much change is needed, and how much iteration you require.

5. What deliverables or outcomes should I expect?

Some key outputs include:

A draft and then finalised Organisation Chart showing your structure and reporting lines

Clear roles and responsibilities for each position or function

Recommendations for roles to outsource or reallocate

A roadmap or next-step plan for shifting into the new structure

Ongoing support for tweaking and refining the design

6. Will my team be involved in this process?

Yes. To make the restructuring effective and accepted, you’ll likely involve leadership or key team members in discussions. Their input helps ensure that roles and responsibilities make sense and buy-in is achieved.

7. What if I don’t have enough people currently to fill all roles?

Part of the review will consider what functions are essential now, which can be outsourced, or which can be phased in later. The goal is a scalable structure aligned with your growth plans.

8. How much does an Organisational Review cost?

Cost depends on the size and complexity of your business, the degree of change needed, and how much support you want during implementation. We’ll provide you with a proposal based on your situation.

9. Can you help me implement the new structure too?

Yes — beyond designing the structure, we can act as a sounding board, help with decision-making, and guide you as you refine and roll out your new organisational model.

10. How do I get started with your Organisational Review service?

You can reach out via the “Talk to An Expert” form on the page. We’ll schedule the planning session, gather information about your current structure, and begin the review.

Get in touch with an experienced chartered accountant at Humphries Associates for Organisational Review Service today

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