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.
✓ Created by former KPMG & McKinsey consultants
What You'll Achieve with the Roles and Expectations Clarity Workshop
Real outcomes that transform your team
Enhanced clarity in roles leading to faster decision-making.
Reduced friction and conflicts over responsibilities.
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
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