Team Roles and Responsibilities Template

Team Roles and Responsibilities Template is an activity to document roles and responsibilities of those involved in a project.

Use this process to assign roles and responsibilities to members of your change / project team and to ensure that the team as a whole can proceed on a firm footing.

You can then proceed secure in knowing who is doing which aspects of the work. This is a great team building exercise.

Roles and Responsibilities Template

You can download a FREE Powerpoint or PDF of this tool at the bottom of this page

​Objectives

  • To help your team understand who has responsibility for which aspects of the project and where hand-offs occur.
  • To ensure roles and responsibilities are not duplicated; avoids gaps (work ‘falling through the cracks’!) and promotes team efficiency.

When Would You Use It?

  • In the early stages of your project before you set about delivering your project plan.
  • This activity can also be used to bring multiple teams together behind a shared goal or objective.

Resources required

  • 1 hour.
  • Multiple print-outs of the Roles & Responsibilities template (1 for each team member).
  • Pens for everyone.
  • A large quiet room with wall space that you can put the completed templates up on.

Process

  1. The first step is to identify all the key roles needed to fulfill the project and generate a template for each role.
  2. A single role may be just one part of a person’s job, among others; and a single person may do more than one role on the same change project.
  3. It is helpful to separate the prime responsibility of a role from the other, less critical aspects of the role. This helps to set expectations appropriately.
  4. In the Interface column it is helpful to identify the individuals or groups with which the role-holder must make contact so as to discharge their responsibilities. Usually this includes stakeholders both up and down the chain of delegated responsibility, as well as colleagues working at the same level in the team but with other, interdependent responsibilities.
  5. Each completed template should be agreed among all the team members so that everyone understands their respective and collective responsibilities.
  6. The finished template then becomes a Terms of Reference for the Role-holder.
Roles and Responsibilities Clean Template

TIP: You can download this template for free in either PDF or Powerpoint formats at the bottom of this page.

Secret Sauce

  • Get the role incumbent to complete the template for their role.
  • Ensure all team members review and agree the complete set.
  • If a team member is not there then don’t be tempted to complete their template for them. If you want each person’s buy-in to their role then it’s important they complete the template themselves.

Free Download Files

About the Author

Nick Martin has more than 15 years experience as a change manager and is the founder and CEO of WorkshopBank.

Leave a Reply 8 comments

Amie Hanks Reply

Nick I must say your somewhat unexpected tips arriving into my inbox every now and then are refreshingly useful! Well done for providing tips and tools that we can actually use, without a catch. I’ll certainly share your ideas.

    Nick Martin Reply

    Thanks for your comment Amie and I’m very glad you like the tips … plenty more are on their way to you 🙂

Gill Reply

Thank you Nick. This useful exercise is such a treat. I appreciate your generosity.

Bob Lowe Reply

Thanks for the post. I think this can be really helpful to employees to know who is responsible for what task. It can be really difficult to get things done when nobody knows what their roll is. I feel that it can really help to bring the team together, and be more efficient overall.

Jackson Reply

Thank you very much for sharing! Very helpful materials.

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