Meeting and Project Roles – Best Practices Online Tools & Templates

Everyone knows how painful an unorganized meetings can be. In order to avoid wasting valuable time on team meetings which lead to no clear outcome, use the Meeting and Project Roles template. This template provides you with a simple structure and outline to identify members of a project team and their duties during regular team meetings.

Having a clear definition of your Meeting and Project Roles helps teams and project leaders more effectively manage meetings. Using a template split into four columns with headers for Project Roles, Project Role Owners, Meeting Roles and Meeting Role Owners can help ensure focus. When used properly, the template allows team members to maintain situational awareness of what roles and responsibilities each of them has for a specific project and simultaneously what team meeting roles they have to be aware of. 

The tools that managers use to make the most of the Meeting and Project Roles template are Statements of Work (SOWs), Project Charters and Team Org Charts.

Unlike most traditional process checklists and problem solving models, upBOARD’s online Meeting and Project Roles model tool allows any team or organization to instantly begin working with our web templates and input forms. Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.

Learn more about upBOARD’s full portfolio of online digital best practice tools and templates for specific topics, including business strategy, marketing, human resources, operations, innovation, project management, change management, and software development.

Learn more about upBOARD’s portfolio of other business strategy best practice tools and templates, including:

2 X 2 Matrix, ADL Matrix, Affinity Diagrams, Baker’s 4 Strategies of Influence, Balanced Scorecard, Benchmarking, Blue Ocean Strategy, Bowman Strategy Clock, Build-Measure-Learn Feedback Loop, Business Model Canvas, CAGE Distance Framework, Competitive Analysis, Competitive Landscape Analysis, Contingency Planning, Core Competence Analysis, Critical Success Factors, Discovery Driven Planning, Economic Value Added, First Mover Advantage, Five Forces Model, Force Field Analysis, Gap Analysis, GE McKinsey 9-Box Matrix, Go To Market Strategy, Hambrick & Frederickson’s Strategy Diamond, Hedgehog Model, Hook Model of Behavioral Design, Hoshin Planning System, Kay’s Distinctive Capabilities Framework, Key Outcome Indicators, Kotler’s Five Product Levels Model, Kotler’s Pricing Strategies, Lafley & Martin’s Five Step Strategy Model, McKinsey 7S Model, McKinsey’s Seven Degrees of Freedom for Growth, Mergers & Acquisitions, Mission Statements, Mullin’s Seven Domains Model, OGSM Framework, Ohmae’s 3-C’s Model, Partner Relationship Management, PEST Analysis, PESTLE Analysis, Porter’s Diamond, Portfolio Management, Purpose Statements, Pyramid of Purpose, Scenario Planning, Simonson & Rosen’s Influence Mix, SMART Performance Metrics, SMARTER Goals, SOAR, Strategic Goals, Strategy Map, Strategy Roadmap, Strategy Uncertainty Map, SWOT Analysis, TOWS Matrix, Triple Bottom Line, USP Analysis, Value Chain Analysis, Value Disciplines Model, Value Net Model, Values Statement, Vision Statements, VRIO Analysis, and Weisbord’s Six-Box Model.