Team Directory Set Up Guide

1 What is Team Directory?
2 Team Directory roll out approach
3 Unlocking first value with TeamForm
4 Next steps to iteratively realise further value with TeamForm
5 Optional: Additional Directory set up for better user experience
- 5.1 Optional additional foundational set up for further TeamForm use case

What is Team Directory?

Team Directory is at the heart of creating a single source of truth for teams and team members, is it the foundation to build upon for people, teams, strategy, outcomes, work and much more! More info on the parent page Team Directory

Team Directory roll out approach

The image below is our recommended approach to how TeamForm should be rolled out. It has been deliberately designed to be a repeatable process that you can leverage whenever there is a change to your TeamForm environment, whether that be new datasets being brought in or new features being released.

Team Directory rollout approach

Unlocking first value with TeamForm

You can realise initial value from TeamForm in day or weeks, by bringing in your people data and overlaying how your teams work.

Value when complete

Customised tenant established with SSO sign in
People and demand teams exist in TeamForm
TeamForm is the source of truth for delivery structures
Gain insights on team composition and capacity availability
Data enrichment for more up to date team composition, capacity availability insights and employee engagement surveys

Area	Activity
Security access, authentication & authorisation	SSO (Single Sign On) configured to your organisation’s solution Standard SSO role based access defined and implemented
People Import	Manual CSV import of people (HRIS) data brought into TeamForm Employee ID Job Title Direct Manager
Delivery Team Structures	First iteration of delivery team structures represented in TeamForm(often making something visible, prompts clarifications and changes).
People assignment to delivery teams	People are in delivery team structures People memberships have been validated by key stakeholders Process to membership updates have been designed, signed off and embedded with the objective that TeamForm is the source of truth for delivery structures.
Data Availability	Real-time team & people data CSV extract Basic prototype reporting through Redash

Next steps to iteratively realise further value with TeamForm

With the basics set up properly, it is easy to add additional, readily available data to realise further value in having a visible, current team directory directory.

Value when complete

TeamForm is the source of truth for delivery structures and any additional data that the organisation sees fit
Gain insights on team composition & skills alongside with the work they do and the OKRs they contribute to which ultimately enrich existing workforce planning processes
TeamForm data connected into your data lake via API to allow for enhanced reporting in your choice of BI tool
Customised and role based distribution lists made available
Improved data accuracy and removal of manual data handling to cost cross-functional teams
Gain real-time visibility on changes to team structures and people movements for better informed org design decisions

Area	Activity

Area	Activity
Delivery Team Structures	All delivery team structures and types are validated, improved where necessary and are continuously maintained in TeamForm Optional: Delivery teams have team description and linkages to their work tracking board (where possible) such as Jira boards and company strategy/objectives
People Import (i.e supply structure)	Automated file transfer of people (HRIS) data brought into TeamForm, with additional data fields such as: Cost Centre Skills or Job Family Optional: vacancies, leave, contract end dates…
Other data integration	Additional data sets brought into TeamForm from external systems via data integrations: Strategy/OKRs (eg: PlanView, Clarity) Work items (eg: Jira, Rally)
Visualisation and linkage of other data set	Where available if there are job titles that are not equivalent to someone’s role titles, the roles are reflected using tags Another typical example is funding source from your finance system.
Additional data source of truth in TeamForm	All additional data sources where TeamForm is the source of truth for have been brought into the platform. Examples include platform ownership, assets, funding sources, etc
Reporting	TeamForm data is connected into the organisation’s data lake or reporting BI tool
Secondary supply structure (by exception when needed)	Secondary supply structures brought into TeamForm

Optional: Additional Directory set up for better user experience

Use the table below to help you understand what other features can be done with your Team Directory! Remember they are optional and should only be brought into the platform when your organisation is ready for it and sees value in it.

	Benefit(s) of bringing the data into TeamForm
Associations	Users can see the interdependencies between teams, codify interaction patterns such as Team Topologies, and show where teams share the same leader
Employee images	Enhanced user experience especially if your organisation has a virtual working environment as it allows users to know who they are speaking with
Ways of working principles	Giving TeamForm all your team archetypes from the start will allow you to: Put people into the right team types that resonate with them Allow users to easily create new teams of the specified team types in TeamForm

Optional additional foundational set up for further TeamForm use case

There are additional data elements that need to be set up in Directory if you would like to use TeamForm’s advance use cases.

See Also: