Check-In (5 minutes)
- Welcome the team and introduce the workshop.
- Explain to the team why analyzing roles in a team is so important.
The following four steps are based on the “Role Analysis Technique”, in short “RAT” (Schermerhorn, Osborn, Uhl-Bien, and Hunt, 2012).
Step 1 (5-10 minutes)
- Each team member thinks about their own role and writes down how they perceive it.
As a guideline or structure to do so, you could give the team members instructions to reflect on: “Your role in completing our task. Your role as a team member”; or more generally, “Your role in reaching our goal.”
Step 2 (5 minutes)
- Each team member writes down their perceived expectations of each of their fellow team members.
Step 3 (10-15 minutes)
- Now, the team discusses each individual’s roles, focusing on where expectations match and differ. Go through the team member by member, giving everyone the chance to speak.
You could also draw a matrix for this with all the team member’s names in there, if the team is not too big. Then you will have a complete overview of roles and expectations.
Step 4 (10-15 minutes)
- Now it is time to reach consensus regarding the roles and responsibilities of each team member. Each employee writes down their own role for themselves, (now hopefully clear to them).
- To see if their views match the expectation, everyone presents their results to the whole group and final suggestions are made.
Ending (5 minutes)
- A profile should be created for each role analyzed. Just like the team norms, it is a living organism and open for regular reflection. But it should serve as a great start and guideline for the coming teamwork.
The implementation of this role analysis exercise should result in role clarification that improves the efficiency of your team massively – depending on how clear your roles have been before.