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Workshop Framework

Roles & Responsibilities

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

60 minutes
5-15 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

Team Roles and Responsibilities
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What You'll Achieve with the Roles & Responsibilities Workshop

Real outcomes that transform your team

1

Clear understanding of individual responsibilities within the team.

2

Improved efficiency by reducing task duplication.

3

Enhanced collaboration through defined interfaces.

When to Use the Roles & Responsibilities Workshop

Perfect for these situations and team challenges

When initiating a new project to establish clear roles before planning.

To align multiple teams on shared goals and objectives.

How the Roles & Responsibilities Workshop Works

A step-by-step breakdown of the workshop process

1Identify roles

List all key roles needed to fulfil the project and generate a template for each role.

2Clarify role scope

A role may only cover part of someone’s job. One person may also take on more than one role within the project.

3Separate responsibilities

Distinguish between prime responsibilities and secondary tasks. This sets expectations appropriately.

4Define interfaces

In the Interface column, note individuals or groups the role-holder must work with to discharge their responsibilities. Include stakeholders up and down the chain, as well as colleagues with interdependent roles.

Key Topics Covered in the Roles & Responsibilities Workshop

team rolesproject responsibilitiesclarityefficiencycollaborationteam buildingroles and responsibilities

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4

Establishment of accountability with personalized templates.

During project kick-offs to define responsibilities.

In team-building sessions to clarify interdependencies.

When onboarding new team members to explain their roles.

Team Problems the Roles & Responsibilities Workshop Solves

Say goodbye to these common team challenges

Lack of clarity in team roles leading to confusion.

Overlaps in responsibilities causing inefficiency.

Missed tasks due to undefined roles.

Poor communication between interdependent team members.

5
Review with the team

Each completed template should be reviewed and agreed by the team so that everyone understands their respective and collective responsibilities.

6Finalise

The completed templates act as Terms of Reference for each role-holder.

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