2.4.1 A Case Study Example of the Role Matrix Technique

The paper outlines the Role Matrix Technique (RMT) - a paper-based method for resourcing processes with identified human roles. It was developed in use over a number of projects, where the aim was to explore alternative allocations of roles to processes in order to find the most appropriate configuration of roles, responsibilities, interactions, activities etc. All stakeholders in a given process can generate a common understanding of roles and responsibilities, along with the interactions between roles. The overall picture is generated graphically, by means of a bottom-up approach. Once, trained in the basics of the method, it should be applied by stakeholders familiar with the process under scrutiny, and who also have an awareness of the critical interactions between the human roles involved. The paper provides an overall rationale for the method and then goes on to discuss the three main stages involved: modelling the process of interest; identification and allocation of the roles required to process activities; and the representation of these roles within the Role Matrix – this is where the key innovation lies. The paper finishes with an evaluation of the RMT.