Template of Roles and Responsibilities Google Spreadsheet (Example SSI)
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Basic role mappingPurposeKey tasksMetricsResponsibleSupport fromEstimated h a week
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TEAM DYNAMICS
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Team catalistKeeping an eye and supporting positive team dynamics, as well as the effectivenss and happiness of the teamFacilitate Social Contract and Roles Definition exercices.
Propose new social technologies for the team dynamics.
Updated roles document.
Introduce new practices.
Social contract agreements have been respected.
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Priorities keeperMake sure we are following the priorities and not adding extra projects/tasks further than our capacity to deliver.
Remind the team when we are going out of track.
Follow-up our roadmap and highlight the potential struggles.
Pretty self-explanatory :)
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Onboarding hostMake sure newcomers feel comfortable and equiped to start collaborating in the team.Onboard newcomers through video calls.
Make sure they have all the access, tools, email, etc.
Invite the newcomer to meetings.
Time spent with newcomers.
Time for newcomer to be fully operational.
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Team meetings facilitatorAssure the fluidity of our meetings.Make sure there is always an agenda.
Facilitate meetings and give voice to every participant.
Clear agenda and outcomes for every team meeting.
Engagement from all participants.
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Feedback flow holderAssure the team gives formal and informal feedback to each other constantlyMake sure we have an open space to give and receive feedback.
Share techniques.
Remind formal feedback rounds every 3 months.
Make sure feedback round is completed.
Hold a reflection session after each feedback round.
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Information documenterOrganize all relevant information to the teamOrganize relevant links and resources on Google Drive.
Clean Google Drive every 3 month.
Easiness to find resources.
Cleaning of non-relevant resources.
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MARKETING & COMMUNICATION
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Customer journey travel agents(Customer journey encompasses offline channels, too...)
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Marketing plannerDefine marketing strategy and initiatives to achieve our goals.Plan and execute our marketing efforts.
Coordinate copyright and images.
Interact with agencies.
Mailing list and followers growth.
Sales growth.
Positive brand perception.
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Media buyerBoost our visibility and generate leads and sales.Set-up and buy ad on Facebook, Google, Youtube and others.
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Tracker championTrack all our communication efforts.Set-up goals on Google Analytics, Facebook Ads manager...
Set-up media pixels and trackers on websites.
Visitors on the pages growth
ROI on the ads
Convertion Rate growth
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UTM taggerMake sure our communications and Ads are well tracked.Create shorten links with the proprer UTM tags to assure tracking.
Indicate where and when to use it.
Timing for creation.
Clarity about source of traffic.
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Dashboard pilotTrack our relevant indicators.Map the relevant KPIs.
Consolidate them in spreadsheets and dashboards.
Share highlights with the team.
Anyone can have a clear view about the growth and sales numbers
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Lead nurturersCapture leads for our services.Set-up forms, rules, workflows, email sequences on Drip.
Test it.
Automatic (un)subscribe people from lists and send the correct campaign increasing the conversions.
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Overall copywriterExpress our ideas with the most powerful words.Copywrite for website, emails, marketing messages...
Assure coherance and tone of voice.
Get shit done.
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Customer support
Answer our clients needs in an effective way.
Answer emails from users.Respond within 24 hours.
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PR communicatorAssure our visibility on media, build our reputation and generate sales.Think about communication strategy.
Coordinate daily work with PR agency.
Number of PR activations.
Traffic growth.
Sales growth.
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Storytelling responsibleMake sure that the SSI story is inspiring and well explained.Write copy for our website, brochures, press-kit...Inspiring storytelling.
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TECH & DESIGN
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Graphic & UI DesignerAssure all our points of contact are attractive and user friendly.Create visual identity for the Brand and initiatives.
Create visuals for social media, ads and ebooks.
Keep look&feel coherence throughtout all touchpoints.
Create the visual part of webpages.
Time for research and creation.
Time for execution on webpages and ebooks.
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UX validatorLook with user's eyes his journey through our platforms.Make sure we have the best UX in our website and customer journeys.User can easily navigate and understand the workflow on the pages.
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Website championKeep our webiste on top!Create new webpages, forms, pop-ups, widgets...
Create the functionality part of webpages (javascripts, add jekyll support)
New domain creation
Create URLs and redirects
Fully working site with a valid domain.
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Platforms integratorAssure different platform communicate properly to each other.Set-up technical platforms (Stripe, Drip, Heroku, Zapier...).
Take care of platforms integrations.
Have most of the process integrated and automatized.
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FINANCE
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Finance consolidatorMake sure our finances are updated and on track.Consolidate the monthly revenues and expenses.
Share the highlights with the team.
Deal with accountant.
Timing.
Accuracy on data.
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Compensation responsibleMake sure everyone get paid.Coordinate payments.
Make sure the remuneration agreements are clear and formalized.
Payments on time and with accuracy.
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PurchaserMake sure we buy the needed resources.In charge to buy new tools and subscriptions.Timing.
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CONSULTANCY
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Opportunity seekerSeek for new opportunity for consultancy.
Approach new leads.
Introduce Semco Style principles and practices.
Do video calls, field visits, calls and so on.
# of new leads.
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Opportunity keeperValidate the interest of a opportunity.
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Sales administratorAssure leads follow-up and keep the information update.Follow-up leads.
Organize leads status.
Manage leads information in Salesforce.
# follow-ups.
Quality of information on Salesforce.
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Consultative seller and deal closerNegotiate with end client and assure the best deals are closed.Use the sales picthes and proposals.
Build the relationship.
Close the deals.
# deals closed.
Revenue generated
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Proposals writerWrite the most powerful proposals.Understand clients needs.
Write consultancy proposals.
# proposals.
Time to prepare.
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Senior consultantGive confidence to the client and deal with complex situations.Dealing with top management.
Facilitating the consultancy with end clients.
Be customer friendly.
Level of trust.
Level of satisfaction.
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Account managerAssure the relationship with end client goes well.Be the first contact point.
Follow-up all key activities and consultancy phases.
Relationship building initiatives (CRM).
Level of satisfacton.
% of repeat customers
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Partner connectorIntegrate the certified consultants to new assignements.Get to know all certifyed consultants.
Understand end client's needs.
Identifying and approaching consultants to new assignments.
# of certified consultants in the field.
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Consultants quality checker Assure the proper level of quality of our consultants before assign him/her to a new project.Filter the quality of consultants to be assigned.
Run questionnaires/interviews with pre-selected consultants.
Level of satisfaction.
Fluidity of assignment.
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SS framework developperAssure our framework is clear, inspiring and effective.Enrich the Philosophy, Principles, Pillar, Practices, Tools explanation.Clear storytelling.
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Customer delight officerAssuring the quality of our offering.Run survey/interviews with end clients and consultants.
Organize retrospectives with the team.
Propose improvements.
Level of satisfaction.
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TOOLS & PRACTICES
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Tools project managerAssure the relevant strategy and development plan for our practical resources.Create and manage our development plan.
Define priorities and resources needed.
Updated roadmap.
# of new tools and practices.
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Tool strategy advisor
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Project coordinatorAssure the tool development from A to Z.Defining technical requiremnts.
Make sure that the resources are well used.
Time to go to market.
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Practical tools experimenterAssure our tools and practices fit the field needs.Test new tools and practices.
Do some reality check and challenge some assumptions.
# validations.
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Tools copywriterDescribe our tools in a simple and effective way.Write complete descriptions for website and other communication material (target, benefits, how to use...)Clarity of copy.
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Tools sellerSell new tools to end clients.Define pricing.
Explain, do demos and sell tools.
$ of tools.
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Online funnel sales builderBuild online funnels for selling our tools online.
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Tools content developerDevelop our practical content.Develop content for tools as assessments, evaluation tools, software, case studies...# of tools.
Quality of our tools.
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Tools technology developperAssure that our tools are live.Develop and integrate tools to our platforms.No tech issues.
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External tools selectorSeek new tools to enrich our portifolio.Identify people-centric tools developped by partners.
Contact partners and picth them to co-deliver their tools under our website and network.
# of new tools.
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Org scan administratorAssure the Org Scan runs smoothly.Send out links.
Manage the backoffice.
Create reports.
Time to produce.
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AppRaise administratorAssure the AppRaise runs smoothly.Answer lead contacts and connect them to AppRaise responsible.
Give support on implementation.
# of demos.
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Online toolkit championAssure the visibilty of our practices to the world.Enrich the toolkit wth new practices and related content.
Develop new functionalities.
# of practices.
# of visitors.
# leads to programs.
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Practices copywritingDescribe our practices in an effective way.Interview sources of information.
Write the practices down following a format.
Add related resources like videos, articles, presentations...
# or practices.
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Automation championAutomate proccess and steps to save time and energy form the teamSimplify proccess.
Automate tools.
Integrate platforms (websites, forms, zapier...)
Time save
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Marketplace responsibleBuild a marketplace for people-centric offers.Identify the synergies with current initiavites.
Build the whole project and resources.
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TRAINING
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Overall plannerAssure the training calendar is ambitious and realistic.Build and update the annual training calendar.Updated calendar.
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Customer needs validatorAssure that our programs answer real needs from the market.Do customer interviews.
Identify gaps on the market.
Run small validation experiments before developing the whole program.
# of applications per program
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Benchmark identifierIdentify the best formats and content that can inspire our future developments.Be curious and seek for inspiring formats.
Do exploratory calls.
# of suggestions
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Expert trainersMaster key concepts shared during the programs.Create presentations.
Do lectures.
Design exercises.
# interventions
Level of satisfaction.
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Introduction product managementAssure that the program is delivered to clients.Program designing (blended).
Making it available - copyrightinh, marketing plan, sales.
# of programs available.
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Essentials product managementAssure that the program is delivered to clients.Program designing (blended).
Making it available - copyrightinh, marketing plan, sales.
# of programs available.
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Master product managementAssure that the program is delivered to clients.Program designing (blended).
Making it available - copyrightinh, marketing plan, sales.
# of programs available.
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Online Academy product managementAssure that the program is delivered to clients.Program designing (blended).
Making it available - copyrightinh, marketing plan, sales.
# of programs available.
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Sales boosterPromote programs sales.Introduce our programs.
Organize video calls and meetings.
Send proposals and close deals.
Sales growth.
Reveue growth.
# of slots sold.
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Program faciliatorsFacilitate the program dynamics with participants.Introduce key concepts.
Facilitate activities.
Manage participants.
Level of satisfaction.
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Logistics championAssure the logistics work perfectly.Research and book the best options for venues, housing, transport.
Book special guest agenda.
Send out all relevant communications (practical info, annoucements...).
Level of satisfaction.
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Blended learning UXAssure the online resource enrich the program experience.Co-design the program thinking on additonal experiences with online resources like pre and post-work, surveys, videos, exercises, webinars...Level of satisfaction.
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Online learning programs co-designerCo-deliver new online programs with partners.Coordinate communication and co-creation of descriptions, content, format, price... with partners.
Screening the content, co-developing product.
Collect feedbacks and improve user experience.
Number of programs.
Time to market.
Fluidity of partnership.
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Customer delight officerAssuring the quality of our offering.Run survey/interviews with end clients and consultants.
Organize retrospectives with the team.
Propose improvements.
Level of satisfaction.
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LICENSING
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Presentation championBuild inspiring and effective presentation to potential partners.Listen to teams ideas and suggestions.
Put ideas into words and images.
Make it available for the team.
Feedback from clients.
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International/National business developerGrow SSI internationally through strong partners.Develop the strategy.
Identify local partners.
Build relationship (video calls, visits...) and work on the deals.
# of leads.
# of new SSI entities.
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Follow-up builderAssure follow-up.Organize follow-up calls.
Do the minutes.
Gather and exchange relevant information in both directions.
Flow of information.
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Legal responsibleAssure our interests are protected by law.Advise us on legal issues.
Write agreements.
# law issues
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Business plan developerCo-create business plans with local partners.Support local partners with their business plan.
Analyze suggestions from local teams.
Clarity of proposals.
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Communication and sales supportSupport local teams with clear guidelines.Develop communication and sales guidelines.
Organize video calls and webinars to explain the material.
# local initiatives.
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Content distributorShare content to be used locally by partners.Develop content guidelines.
Share resources and give support on how to promote it locally.
# local initiatives.
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Partner managerKeep the community of local partners engaged.Engage the community by sharing inspirations, answering questions, promoting discussions, announcing new initiatives.
Manage channels and users.
Engagement
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