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Quality, Excellence & AccreditationAGS-10-023

Organisational Development (OD) Management System

Organisational Development (OD) Management System

Change that is diagnosed before it is designed, and measured after it is delivered.

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See all 33 documents included

Written and reviewed by practising specialists. Who writes this

Built and reviewed with our methodology. Read it

Read the guide: What is Organizational Development? Turning Change from Risk into Capability

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33 ready-to-use documents 34 Word · plus the AGS license

By document type

Total 33
CategoryFiles
Manuals1
Policies1
Procedures & SOPs9
Forms & Records10
Checklists & Audit Tools6
Registers, Logs & Matrices1
Training & Awareness2
Guides & Work Instructions3

Key documents

ReferenceDocumentFormat
AGS-OD-QM-01OD Quality Manual Word
AGS-OD-PR-01Organizational Diagnosis and Needs Assessment Word
AGS-OD-PR-02OD Intervention Design and Planning Word
AGS-OD-PR-03Change Management Word
AGS-OD-FR-04Change Readiness Assessment Form Word
AGS-OD-FR-09Risk and Assumptions Register Word

Overview

This organisational development management system sets out the OD cycle — diagnosis, intervention design, implementation and evaluation — as controlled policy, procedures, forms and records, rather than as the working method of whoever happens to be leading the current initiative. An OD manual and an organisational development policy establish how development work is authorised, resourced and reviewed. The procedures beneath them carry that through diagnosis, intervention design, change management, capacity development, performance management, stakeholder engagement and evaluation.

Its distinguishing feature is results discipline. Guidance on results-based management and logical framework analysis sits alongside a results and monitoring matrix, so an intervention is expressed as a results chain with indicators, baselines and stated assumptions, while a risk and assumptions register captures what the plan depends on. Change readiness is assessed before implementation, stakeholders are mapped, and training needs are established up front and effectiveness evaluated afterwards. Document and records control, a retention schedule, an internal audit checklist and management review then close the loop.

What this system covers

  • Organisational diagnosis and needs assessment — evidence gathering and stakeholder analysis before an intervention is chosen
  • Intervention design and planning — objectives, sequencing, sponsorship and design review before resources are committed
  • Change management and readiness — readiness assessment, communication planning and engagement through implementation
  • Capability and training — needs analysis, delivery control, competency records and evaluation of whether the learning held
  • Performance management — objective setting, review cycles and the link to organisational goals
  • Results-based management and logframes — results chains, indicators, baselines and the assumptions the plan rests on
  • Monitoring, evaluation and learning — planned evaluation points and findings carried into the next cycle
  • System governance — document and records control, retention, internal audit and management review

Who it's for

Written for HR and OD leads, heads of transformation, organisational effectiveness managers and the consultants who support them, usually when a restructure, merger, culture programme, rapid scaling or performance turnaround is about to begin, or when a board or executive team starts asking what earlier change work actually delivered. Everything is editable to your own structure and change agenda, leaving an OD function that can show the evidence behind each intervention and what measurably changed.

Everything you get

Every toolkit gives you a full set of working documents for your standard, ready to edit and use.

Editable Word and Excel

Native Microsoft files. Add your logo and adapt every document to how you work.

Instant download

Your full toolkit arrives as a ZIP the moment payment clears.

Your whole company

Any of your staff, at any of your own sites. No per-seat fees.

Written by specialists

Sector specialists author each toolkit. A principal reviewer with more than twenty years reviews it.

Yours to keep

One payment, perpetual licence for your organisation. No subscriptions, no renewals.

Fix or refund

If a document is wrong, missing or not as described, tell us within 14 days. We fix it or refund you.

Frequently asked questions

What exactly do I receive?

A downloadable ZIP containing the full set of ready-to-use documents for this toolkit — manuals, procedures, forms, records, checklists, guidance and training material, all in editable Word and Excel format. The exact document count is shown at the top of this page.

Are the documents really editable?

Yes. Every file is native Microsoft Word or Excel — no locked PDFs. Add your logo, change wording, and tailor the content to your organisation. The toolkit is yours to keep and reuse.

Does this certify my organisation?

No. These are documentation toolkits aligned to the relevant standard to help you prepare. Certification itself is issued by an accredited certification body after their audit. Our toolkits give you a strong, audit-ready starting point.

How is it delivered?

Instantly and digitally. There's no physical shipment — you download the files right after payment and receive a backup link by email.

Do I get updates?

Yes, for 12 months. Fixes and revisions to this toolkit are free for 12 months from your order. Email us with your order number to get them.

What is your refund policy?

If a document is wrong, missing or not as described, tell us within 14 days of your order. We fix it or refund you. If you have not downloaded yet, we can cancel the order and refund you in full. We don't refund a change of mind after download. See the Refund policy.

Cannot find your standard?

Tell us which scheme you work to. We will point you to the right toolkit.

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