Clear Roles Make Better Teams: Here's How

We believe we can do better together; it’s one of our values. But we also know that teams can struggle to get work done together.
 
Teamwork sounds good in theory. The more, the merrier, right?  And yet, when it comes to accomplishing tasks, it often seems easier to do it alone.
 
The problem is that teams often neglect to clarify and define roles, ensuring that their work is an uphill (or circular!) battle. Without clear roles and communication, a project slows. A lack of clarity creates redundancies and conflict; it encourages passive-aggressive behavior and wastes time.
 
To set the stage for a successful project, you first need to be clear on roles. To do this, answer two basic questions: what and who. A team needs to understand what skills are needed and who brings them: Who needs to provide input or make recommendations? Who is authorized to make decisions? Who is responsible for carrying those decisions out?
 
Understanding the answers to these questions will eliminate unnecessary frustration, friction, and unproductive competition between members of a team. If your role or somebody else’s role isn’t clear to you, it’s not clear to others.
 
As global business consultant Tamara Erikson wrote in the Harvard Business Review: “Collaboration improves when the roles of individual team members are clearly defined and well understood.”
 
Here’s how to do it:
 
What Is a Role?
 
A role is the part or position a team member plays in a particular operation or process. Some roles are formal; many are not. Formal roles include those whose name or title describes “what” they’re responsible for. For example, a project manager or a writer may fall into this category.
 
Teams often have people who do not have formal titles but have skills, experience, or knowledge that contribute to the outcome of our projects. Naming these roles can become complex and yet, it’s necessary or people will fill default roles.
 
Unless they’re told otherwise, people will assume a role because of interests, skills, personality type, motivations, or attitude. An extrovert may become the team’s catalyst to propel a team with energy and positivity, while someone with high analytical skill will provide insights and check possibilities against realities.  
 
These are the realities that make teams valuable. But be sure everyone understands “who” needs to do and know “what.”
 
Tools for Defining Roles
 
Our top tool for defining roles is a RACI chart.
While organizational charts show hierarchies and decision-makers, a RACI chart shows roles so much better. It’s a valuable tool when working with clients, vendors, in coalitions, or when volunteering on a board.
 
A RACI chart is a matrix that assigns roles and responsibilities in categories of tasks. This sets expectations for people working together. 
 
To make a RACI chart, begin by creating a row of team members across the top. List all needed tasks, milestones, or decisions on the left side.
 
Now indicate who is responsible, accountable, consulted, and informed in the intersecting cells.
 

• Responsible – The team member(s) who completes the task.
• Accountable – The team member(s) who needs to sign off on the work someone completes.
• Consult- The team member(s) who has valuable expertise in the area and who needs to share their knowledge and insight.
• Informed – The team member(s) who needs to be kept up-to-date on the status or progress.

 
Many examples of this tool exist online. One of my favorites is this Lord of the Rings example (the article on RACI charts is great, too).
 
If you are striving to empower others to get their work done, it may be a very helpful tool to use at the beginning of a project at work or as a volunteer.
 
We find the best use is to create a RACI chart with the team. This allows the group to grow a deeper understanding of the project tasks. The more clearly understand who needs to complete a task, whose expertise is needed, and who has the final say on decisions.
 
Like any tool, use it, manipulate, or modify in the way that works for your team.
 
– Rachel