TeamForm can be used to implement a range of operating models and organisational frameworks as outlined here https://www.teamform.co/solutions-for-teams .
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 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 include (outlined in more detail below):
Individual/Role/General Principle Set
X layers from the CEO
Role diversity (individual) and total role diversity (organisation)
Team/Squad Principle Set
Between X & Y members (e.g. 5-9), full or part-time
Location e.g. same city, same building, same floor, timezone, if distributed - no more than X locations
Specific and/or dedicated roles included e.g. Scrum Master or Product Owner, etc
Number of line managers
Group/Tribe/'Team of Teams' Principle Set
Maximum number of individuals e.g. 150
Maximum number of teams/squads
Specific and/or dedicated roles e.g. Tribe Lead, Group Performance Lead, etc
Domain/Business Unit Principle Set
Maximum number of individuals e.g. 500
Maximum number of groups/tribes/'teeam of teams' e.g. 7
Configuring Principles
Principles are enabled in a workspace by default, but can also be toggled off via settings / workspace feature toggles
Principles sets are defined via Settings / Principle sets using a JSON file.
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.
JSON parameters for Principles:
Member Count
parameter maxMembers(optional), minMembers(optional)
title Should consist of no more than ${maxMembers} direct members.
Should consist of at least ${minMembers} direct members.
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
title Should have 1 ${ownershipRoleDisplayName}.
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 requiredRoles,
title Each 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
title Should consist of no more than ${maxTeams} direct ${subGroupName}.
Should consist of at least ${minTeams} direct ${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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