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

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Teamform has some predefined principles grouped into principle sets that can be configured to meet a particular use case.

Principle sets can be created to accommodate different team archetypes (e.g. cross-functional, flow-to-work, service, platform, etc). Custom principle sets can also be created.

Examples of principles and principle sets

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Individual/Role/General Principle Set

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Principles are enabled in a workspace by default, but can also be toggled off via settings / workspace feature toggles

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

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

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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JSON parameters for Principles:

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

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Note- Ownership Role here references both the Job Title attribute and the SPECIALIST Tag value for a person- if either match, it will be seen as meeting the principle

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

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

Code Block

Bulk assigning principles to teams

You can use the Teams CSV import (Settings → Data Integrations → Create New - > Teams csv file upload

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Use a csv file format as follows:

Team ID

Principle ID

TEAM1234

111111112

and a field map as follows:

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Troubleshooting:

Can’t find a team a principle set in the drop down for a team?

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It is likely you need to ensure a principle set is configured to have a suitableGroupType matching the team type for that team (as defined in Settings → Org Structure → Team Types)
E.g.
suitableGroupTypes:”squad”

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Related issues

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