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Workshop Framework

Roles and Expectations Clarity

A Roles and Expectations Clarity workshop gets a team to spell out who does what, who decides what, and what each person needs from the others. They leave with an agreed picture of ownership and decisions, and far fewer of the grey areas that cause friction later.

120 minutes
8-16 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

Rules and Expectations Clarity Illustration
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What You'll Achieve with the Roles and Expectations Clarity Workshop

Real outcomes that transform your team

1

Enhanced clarity in roles leading to faster decision-making.

2

Reduced friction and conflicts over responsibilities.

3

Improved accountability through agreed ownership.

When to Use the Roles and Expectations Clarity Workshop

Perfect for these situations and team challenges

When forming a new team to establish clear ownership from the start.

For teams undergoing restructuring to clarify new roles.

How the Roles and Expectations Clarity Workshop Works

A step-by-step breakdown of the workshop process

1Step 1: Check-in and Frame

Ground the group by discussing the cost of fuzzy roles, setting the tone for clarity without blame.

2Step 2: Map the Work

List main areas of work, assign clear owners, and address any overlaps or gaps in responsibilities.

3Step 3: Who Decides What

Identify key decisions and establish who has the authority to decide, consult, and inform for each.

4Step 4: What I Need From You

Facilitate clear requests among team members, ensuring everyone articulates their needs and receives straightforward responses.

Key Topics Covered in the Roles and Expectations Clarity Workshop

roles clarityexpectations workshopteam decision rightsownership mappingteam dynamicsconflict resolutioneffective communication

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4

Clearer communication and expectations among team members.

When consultants need to resolve role overlaps in client teams.

In cross-functional teams where responsibilities are unclear.

When preparing for a project that requires defined decision-making authority.

Team Problems the Roles and Expectations Clarity Workshop Solves

Say goodbye to these common team challenges

Fuzziness in roles leading to slow decision-making.

Dropped tasks due to unclear ownership.

Resentment from mismatched expectations among team members.

Recurrent discussions about who is responsible for what.

5
Step 5: Close the Gaps

Capture unresolved issues, assign owners and next steps for open items to ensure accountability.

6Step 6: Commit and Close

Recap agreements, confirm commitments, and establish a follow-up plan to review clarity over time.

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