STEP 02 — ROLES

Which roles deliver this value?

Everyone here comes from the Team tab — no typing needed. For each person, assign the value streams they deliver and how much of their FTE goes to each (say 0.8 / 0.1 / 0.1).

Current total

4.0 FTE

NameTitleValue streams (FTE)Total FTEReports to
Aisha RahmanAccounts Payable SpecialistInvoice processing 0.8, Finance control 0.21.0John SmithAssign
John SmithFinance ControllerFinance control 0.4, Business analysis and reporting 0.4, Annual budgeting and forecasting 0.21.0—Assign
Lena FischerFinancial AnalystBusiness analysis and reporting 0.6, Annual budgeting and forecasting 0.41.0John SmithAssign
Mark O'ConnorPayroll SpecialistPayroll calculation 0.7, People support with payroll questions 0.31.0John SmithAssign

Assign value streams to a role

FTE per value stream — the total fills in automatically
Invoice processing
Payroll calculation
People support with payroll questions
Finance control
Business analysis and reporting
Annual budgeting and forecasting
Cancel

Someone missing, or a title has changed? Update the Team tab

Continue to Skills →