Roles & ResponsibilitiesThe process of planning the structure of your team including roles, responsibilities, authority and reporting lines.
Organizational chart for team
Reporting structure such as matrix management
Team culture including informal roles such as leadership and mentors
Team StrategyDeveloping a strategy at the level of your team. This typically has to align to the strategy of your department and organization.
Identify metrics and KPIs
Return on investment analysis
Targets and milestones
Assign resources to each strategy
Schedule, budget and road map
Stakeholder reviews of plan
Team strategy – pulls all the artifacts above together in a unified plan
Goal SettingThe process of assigning work to team members and agreeing to performance goals at the beginning of a year. This begins with a set of team goals and progresses to assigning work to team members and establishing SMART goals that can be used to evaluate performance.
Priorities often change and employees may seek revised performance goals when they are reassigned and work is reprioritized.
Employee proposes set of objectives for work assignments
Managers work with employees to refine these objectives
Employee and manager agree to performance objectives and both sign-off on a final set of targets
Action PlanningThe ongoing process of assigning work as action items. These are often tracked in a team report or similar artifact that is updated in weekly meetings.
Next read: Examples of Team Strategy
Identifying and assigning action items
Setting expectations for work
Issue logging and clearing