Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

The purpose of this Request for Information template is for customers to provide the essential organisational information/data required to setup a first iteration of a TeamForm Directory.

Minimum data set

Minimum data needed:

  • supervisory structure aka line management structure [source system: HRIS / HRMS such as Workday, SAP Success Factors, Oracle Fusion HCM]

  • cross functional teaming structure [source system: often a spreadsheet]

Information / Data Category

Source and approach

Data needed

People and supervisory structure

HRIS → integrate with TeamForm (goal)

Minimum:

Name (First, Last and Preferred), Employee account name / ID, Job title, Supervisory org name/ID, manager’s employee ID, FTE, Email address

Additional useful fields:

Employee Band (e.g. rank / level)

Employee Avatar / Profile pic

Employee Cost Centre

Employee Legal Entity / Employer

Employee work location (e.g. building, city, country of place of work)

Employee type (e.g. employee, contractor, vendor / supplier)

Role family or job architecture

Employment details (e.g. start / end date)

Absence data (e.g. long term leave such as sabbatical / parental leave / military leave)

Blended Rate card (e.g. average cost of a person by reporting line by day) [often a Finance provided data set]

Cross-functional Teaming structure

Usually spreadsheets → replace with TeamForm (goal)

Minimum:

  • Teams and team types
    (e.g. squads/crews, missions/domains/tribes)

  • Team of Teams / Value Stream Hierarchy

Also useful:

  • Team relationships / associations

  • Team Descriptions / Key Links (backlog / wiki pages)

  • Team cost centre / cost object

  • Team role aka “Hatted roles” e.g. Product Owner, Scrum Master

  • Additional attributes e.g. IT Asset

Capability / Skills

HRIS or Skills Management → integrate with TeamForm

Useful if available:

  • List of skills

  • Skills mapped to individuals

  • Skills with other attributes (E.g. capability or job family)

Additional source systems / data types

  • Job requisitions / vacancy (e.g. for role approval and hiring status in a team) [Source System: Application Tracking System]

  • Team work items (e.g. epics that team is working on) [Source System: Work Management tooling such as Jira, Rally, AgilePlace (formerly LeanKit), Monday etc.]

  • Outcomes / Objectives e.g. Goals, OKRs for the organisation and the teams [Source System: Strategy / OKR tooling such as MS Viva Goals, Tability, Workboard, PlanView, Clarity, Jira Align etc.]

  • No labels