Partner Role Evaluator

A tool to help agency principals divide and conquer on leadership and management responsibilities.

Problems with agency organizations often start right at the top, where lack of definition of roles among partners creates organizational ripple effects felt throughout the entire agency.  To begin with, when an employee is asked to whom they report, the answer should not be “the partners.”  (An employee that is accountable to all of the partners isn’t really accountable to any of them.) 

The same blurring of responsibility occurs when partners resist defining their roles and insist on dabbling in everything from operations to finance, regardless of their particular area of expertise.  Establishing specific roles and responsibilities for each of the agency principals not only improves agency efficiency, it also usually improves partner relationships.  Then, based on each partner’s role, clarify direct reporting relationships to each of the partners.

Decide which partner will have primary responsibility for each of the following areas:

(Please press "Click to Edit" to begin)

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