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TeamForm enables all can be used to implement a range of operating models and organisational frameworks as outlined here https://www.teamform.co/solutions-for-teams .

These design guidelines manifest themselves as organisational design principles, typically created by the organisation TeamForm has a feature called principles, which can be used as guardrails when transitioning to, or as part of, cross-functional, agile or lean ways of working methods.

TeamForm Teamform has some predefined principles grouped into principle sets that can be configured to meet a particular measureuse case. Multiple principle Principle sets can be created to accommodate different team archetypes (e.g. cross-functional, flow-to-work, service, platform, etc). Further, where predefined principles are insufficient, as part of a client engagement, TeamForm Services can be engaged to create custom principle setsCustom principle sets can also be created.

Examples of principles and principle sets include (outlined in more detail below):

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Principles sets are defined via Settings / Principle sets using a JSON file.

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The key fields referenced in a principle set are as follows:

“id” - a unique id string.

”name” - a name for this principle set (string)

“suitableGroupTypes”: a single team type (e.g. “squad” or a list of team types e.g. “squad”, “tribe”, “COE”

Under definitions, the

Default principle sets can be defined per team type via Settings / Org Structure type config. Select a team type, then choose a preferred principle set for that team type.

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Should consist of between ${minMembers} and ${maxMembers} direct members.

           {
                "type": "MEMBER_COUNT",
                "args": {
                    "maxMembers": 10,
                    "minMembers": 5
                }
            }

Total Member Count

^parameter maxMembers

^title Should consist of no more than ${maxMembers} direct and indirect members.

{
                "type": "TOTAL_MEMBER_COUNT",
                "args": {
                    "maxMembers": 150
                }
            }

Spread

^parameter maxTeamsPerMember, teamType

^title Each member should be in no more than {maxTeamsPerMember} teams.

{
                "type": "SPREAD",
                "args": {
                    "maxTeamsPerMember": 1,
                    "teamType": "design"
                }
            }

Role Spread

^parameter role, roleDisplayName, limit, teamType, teamDisplayname

^title ${roleDisplayName} should work in no more than ${limit} {teamTypeDisplayName}

            {
                "type": "ROLE_SPREAD",
                "args": {
                    "role": "(.*product.*owner)",
                    "roleDisplayName": "Product Owner",
                    "limit": 1,
                    "teamTypeDisplayName": "Agile Team",
                    "teamType": "(group|team)"
                }
            }

Ownership

^parameter maxTeamsPerMember, teamType

...

consist of between 1 and ${limit} ${ownershipRoleDisplayName}.

            {
                "type": "OWNERSHIP",
                "args": {
                    "ownershipRoleDisplayName": "Product Owner",
                    "limit": 1,
                    "ownershipRole": "(.*product.*owner)"
                }

Locality

^parameter maxLocations

^title Where teams are distributed it will be across no more than ${maxLocations} premises

            {
                "type": "LOCALITY",
                "args": {
                    "maxLocations": 1
                }
            }

Line Manager Count

^parameter maxManagers

^title Team should have no more than ${maxManagers} line managers.

            {
                "type": "LINE_MANAGER_COUNT",
                "args": {
                    "maxManagers": 5
                }
            }

Role Diversity

^parameter maxTeamsPerMemberrequiredRoles, teamType

^title Each member should be in no more than {maxTeamsPerMember} teams.team should have ${minCount}{Role}

           {
                "type": "ROLE_DIVERSITY",
                "args": {
                    "requiredRoles": [
                        {
                            "role": "Product Owner",
                            "minCount": 1
                        },
                        {
                            "role": "Devops Engineer",
                            "minCount": 1
                        },
                        {
                            "role": "UX/Designer",
                            "minCount": 1
                        },
                        {
                            "role": "Senior Software Engineer",
                            "minCount": 1
                        },
                        {
                            "role": "Software Engineer",
                            "minCount": 3
                        }
                    ]
                }
            }

Total Role Diversity

^parameter requiredRoles

^title Team should be cross-functional and include the following capabilities:${requiredRoles}

            {
                "type": "TOTAL_ROLE_DIVERSITY",
                "args": {
                    "requiredRoles": [
                        {
                            "role": "Data Technician",
                            "minCount": 1
                        },
                        {
                            "role": "Field Technician",
                            "minCount": 1
                        },
                        {
                            "role": "Field Engineer",
                            "minCount": 3
                        },
                        {
                            "role": "Electrical Engineer",
                            "minCount": 3
                        }
                    ]
                }
            }

Same City Co-located

^parameter null

^title All members in the same city should work at the same address.

Child Team Count

^parameter maxTeams, minTeams, subGroupName

...

Should consist of between ${minTeams} and ${maxTeams} direct ${subGroupName}.

            {
                "type": "CHILD_TEAM_COUNT",
                "args": {
                    "maxTeams": 15,
                    "minTeams": 1
                }
            }

Direct Workforce Count

^parameter minCount, companyNames

^title Should consist of at least ${minCount} direct workforce members

Timezone Overlap

^parameter goodOverlap

^title Members geographically distributed should have at least <${goodOverlap} overlapped working hours.

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