6.2 Creating Roles

The foundation of everything is the roles — and by that, I mean all the blue lists in general.

Whether you create them while getting to know the team or set them up later as part of a new structural idea for the future, this is what roles look like in teamdecoder:

Role Details

• Purpose – Why does this role exist? What is its purpose?

• Tasks – What specific actions does someone in this role need to perform?

• Objectives – What measurable goals should this role achieve? (You can track goal achievement using a star rating system.)

• Workload – How much FTE ("Full Time Equivalent", 1 FTE = 8 hours in Germany) can we allocate to this role?
  For example: “We want three full-time designers on the team” (= 3 FTE).

• Notes – Here you can write down anything important for shaping the role, such as open questions that still need answers.

• Single/Multiple Owners – Here you can define whether this role may have only ONE owner or multiple.
  For instance, a Head of Marketing is usually a "Single Owner Role". If a role is defined this way, it can lead a Circle or Project. In that case, you can define a Circle "Marketing" and enter the role "Head of Marketing" as the Lead.

• Owners – Here you can assign people to this role and optionally allocate FTE.
  For example, you can say that "Kai" holds this role with "0.5 FTE" (i.e., half of his time).

• Domains – Are there specific domains (i.e., clearly assigned responsibilities) that should be tied to this role?
  You can link existing domains here or create new ones.
  Example: The Photoshop license belongs to the "Design" role, or "Client A" and "Client B" are assigned to the "Customer Support" role.

• Member – You can’t edit this here. This field simply shows in which Circles and Projects this role is a member. You set this up in the Circle or Project Focus Modes.

• Documents – Here you can attach links to documents (e.g. Google Drive, Microsoft 365, Dropbox, WeTransfer, etc.) relevant to this role.
  For example: strategy docs, project lists, budget overviews, personas, etc.

• Tags – Tags are your future filters! For example, use "Campfire" to have this role show up in the agenda for the next Campfire meeting.

More info