When your team comes together for the first time there are several items you need to discuss with them including the main commercial terms of the contract, the agreed project scope of work for the team, the agreed and approved budget, the schedule etc. The next step, which flows from these basic project aspects is to establish who will be responsible for managing or accomplishing each of the key project outcomes.
The resource I am sharing here describes a process you can follow as part of an early team-building activity to clarify and agree team roles and responsibilities down to individual levels.
- You can use this activity after first running a sub-group responsibility definition activity which defines project interfaces or relative responsibilities for decisions and processes by functional or other sub-groups on the team. (see Defining team interfaces) Using this sequence means you drive home how the overall project outcomes are managed by sub-groups on the team and then right down to individual roles in those same processes.
- This exercise can also be used when there is a change in phase or focus on the project or the composition of the team changes greatly. At those times it is important to keep the team’s momentum going by ensuring that roles and responsibilities remain clear throughout the changes.
- Clarifying individual role and responsibilities also supports the performance management process. When individuals receive feedback regarding their performance it is important that they already understand what performance and role expectations are.
- Having individual roles documented can also support bringing new team members up to speed fast. It helps explaining expected team functioning and who they should talk to while making their contributions to successful team outcomes.
Project teams simply function better when everyone understands how he or she is expected to contribute to the team’s goals. This activity does help greatly in clarifying expected individual contributions. I do suggest you distribute the final agreed pages with the team for reference purposes.