R A C I N G to successful outcomes

Form objective:Provide a way to see virtual team roles and responsibilities at a glance.

A reference for the book Perfect Phrases for Virtual Teamwork See the definitions of each role below. Adapt them if they don’t align with your roles.

Tips:• People want to know what the work is and what is expected of them. • One danger of virtual teams is thinking everyone needs to be involved in everything. That’s a recipe for failure.• A role matrix can help clarify whom we report to, who reports to us, and who needs to be kept in the loop as we proceed.• Don’t forget to update this form as your projects evolve.

TASK RESPONSIBLE APPROVER CONSULTED INFORMED NOT INVOLVED GROUP

Meryl Runion Rose 719-684-2633

ROLE MATRIX

RRESPONSIBLE The person who does the work.

AAPPROVER The one who signs off on the work. It’s not up to them to do the work, just to oversee that it’s done. The

approver is the person who has ultimate responsibility.An A by any task means you own it.

CCONSULTED A resource. They can advise, but not veto.

IINFORMED The people or groups who need to be notified of results or actions, but don’t need to be involved in the

decision-making process. The team keeps the I’s updated. No response is necessary.

NNOT INVOLVED Out of the loop. If someone has an N where their name and the task intersect, there is no need to update

them or involve them with that task in any way. Don’t cc them on email updates.

GGROUP It’s everyone’s responsibility, and accountability is structured in to our group processes. We’re all

responsible, for example, for making the team chat feed relevant.

Meryl Runion Rose 719-684-2633