Clarifying Team Roles and Responsibilities

Preparation:

  • Is this a new or existing team?
  • Is this a temporary or permanent team? (Project vs. Functional)
  • Who is the sponsor of the team?
  • Describe the team objective and the metrics that will be used (e.g. time frame, budget, specifications).
  • How does this team fit within the organization?
  • Logistics.
    • How will the team communicate? (set up meetings if necessary?)
    • What resources are needed? (are they available? who will get them?)
  • Team members (full time/part time).
  • Role/Skills/Development Path/Motivated by.

Action:

  • Choose meeting time and location (when will it least impact productivity)?
    • Send meeting notification, include agenda.
  • Ask each team member to describe their role.
    • Why is this role important to the project?
    • What is the measure of success?
  • Ensure that everyone agrees on their own and the role of other team members.
    • Write roles and responsibilities on board.
  • Close.
    • Review communication protocol.
    • Review actions (deadlines and commitments).
  • Encourage camaraderie/collaboration.

Be available for support!

Return to the Keys Page to see how to work through other issues with your team or individuals.

Success is One Click Away!

Sign Up Now!

PMP is a registered mark of the Project Management Institute, Inc.
PMBOK is a registered mark of the Project Management Institute, Inc.