RACI: the roles and responsibilities matrix to manage a project effectively
With the RACI free template, define as a team who is responsible and what are the roles of each person on a project, thanks to this simple and visual method.
Mathieu supervises a Visual Management project within the Crédit Agricole agencies from the Côtes d'Armor department. Every morning, each agency starts its day with a 15 minutes team brief on a Klaxoon Board. The whole team gathers together at 8:30am sharp to be fully operational with the clients when the agency opens. The objective of this meeting is to coordinate the daily actions, to talk about substantive topics but also to improve exchanges. Board enables to facilitate efficiently daily points.
The team is the one facilitating the brief and not the manager who's, in this case, is more of a conductor. Give everyone the opportunity to talk!
Every morning at 8:30am, each Credit Agricole team in the Côtes d'Armor department gathers together around a Meeting Board in its agency or remotely from any digital device. In collaborative spaces or in the coffee room, the Meeting Board which is a collaborative and mobile working space, enables the teams to gather together while leaving the conventional meeting room. Prior to the meeting, each member sends its ideas according to a color legend to inform, share and discuss about the agency's news and the ongoing actions. In 15 minutes, everyone gets to speak and the team is synchronized on the day to come.
Daily team meetings. Now that’s an important topic! And one that comes with plenty of tough problems to solve. For example, one survey reveals that 52% of meeting participants view meetings as a waste of time (source: Opinion Way). Clearly, meeting managers need to look for any means possible to transform their meetings.
A modern meeting must also meet best-practice business principles, i.e. be more horizontal (not top down), and allow each participant to communicate a maximum of relevant information. In short, meetings must become smarter, shorter, more efficient, and require less planning time.
The role of people like Mathieu Guenroc is just that, coming up with way to help his team innovatively optimize daily meetings. To do that, Mathieu chose Klaxoon!
Mathieu Guenroc has been a marketing manager at Crédit Agricole in France’s Côtes d’Armor department since the early 2000s. He says a constant headache is:
“How to use visual management tools to transform old-style team meetings into something where team members enjoy greater freedom and participate much more actively?”
Mathieu found no easy answers. Till he discovered Klaxoon in 2019! Since then he’s been gradually adopting the full range of solutions Klaxoon offers on holding productive remote as well as in-house meetings!
Nicholas, a consultant at Klaxoon, helped Mathieu master Klaxoon’s tools. In very little time, Mathieu was thus able to define the aims, identify obstacles and find solutions to their meeting problems, like:
We wanted out from old-style meetings with tables lined up in a U around a paperboard. We wanted ‘action-reaction’ meetings with live feedback.
So, Mathieu wanted far more efficient morning meetings that take up less of his teams’ time but still maintain a high level of information.
Ideally, their morning meetings had to facilitate teamwork among employees. Additionally, he wanted to improve horizontal management and cooperation. And his team had to have 24/7 access to a board (not only during meetings) that would encourage them to participate and share information more efficiently at any time.
Could all this be achieved with a single tool?
Thanks to Klaxoon’s Board that can be adjusted to everyone’s needs, yes!, as Mathieu was very happy to discover.
Mathieu learned how to personalize the Board (basically an endless whiteboard) and tailor it to his team’s needs.
With the integrated toolbar, he organized a series of spaces to allow his colleagues to order their ideas and share things like:
All of which help him retain control of meetings, in particular by controlling the order of the Board. For Mathieu, this is very important, because he not only uses the Board to manage their morning meetings, but also as a visual project management tool. He can consult the Board at any moment to know where everybody is at. Better still, the Board has become a shared space where his team may share all their ideas and info with him and each other. Mathieu thus built the Board into a centralized, participative project management instrument.
He finds it helps the team present information in a clearer, more visible way. In turn this helps all remember the info displayed there better. Which also makes for leaner management and stronger team dynamics. In short, the Board offers each team member a visual space for much enhanced co-working.
The Board can also be used to better structure meetings. This saves oodles of time. Mathieu first introduced the new morning meeting solution to his team in February 2020. For a number of weeks, the members tested it, to everybody’s delight. The team pointed out that it:
Mathieu concludes that Board helped him recover all of the benefits and reasons for holding morning sync meetings in the first place.
In the morning, meetings must be short and sharp. The Good Morning Meeting template helped us instill good habits. Sharing between members now continues even after meetings.
This success Mathieu was moved to recommend Board to Côte d’Armor’s other Crédit Agricole agencies, many of which switched to Board for their remote morning meetings, using the solution on other videoconferencing platforms (e.g. Zoom, Google Meet, etc.) or in stand-up meeting mode with Meeting Board, a Klaxoon workspace tool that allows intelligent mobile teamwork.
The lockdowns in March 2020 and increase in remote work further strengthened the resolve of his teams to use Board, now to also for remote meetings with the Live tool directly integrated into Board. Discovering this function was a very pleasant surprise for Mathieu and his team. They had no trouble using it. Team members were quick to start using it to stay in touch and report back on work progress.
Klaxoon Board thus enabled Mathieu and his colleagues to preserve their team habit of an early-morning meeting each day, preserving the same quality online now as with physical meetings before, a huge advantage, says Mathieu.
Thanks to the easily adjustable features of Klaxoon Board, Mathieu gradually tailored it to the particular needs of their morning sync meetings. One feature at a time. With a totally transformed, personalized tool in the end.
The end product involves an easily recognizable series of visual spaces like:
Mathieu has managed to create a space dedicated to every aspect of team life. This helps him optimize teamwork through the wellness factor and sense of belonging it fosters in team members. With well-structured morning sync meetings, team efficiency is kept at an all-time high in as little as 15 to 20 minutes each day.
Klaxoon’s Board has grown to become an indispensable tool to Mathieu and his whole team!
What were the biggest gains for Mathieu’s team following their daily use of Klaxoon’s Board?
According to Mathieu, not only did Board meet all of the objectives they hoped it would, but significantly outperformed them!
The first advantage Mathieu and his team noted was that visual management led to a much improved flow of information. At meetings, thanks to the whiteboard, contributors no longer have any difficulty making themselves understood.
And outside of meeting times, the whiteboard helps to reduce the number of emails, formerly team members preferred way of sharing info. Inboxes were overflowing. Today the whiteboard helps identify problem areas, and solve them, much faster than in the past.
The second main advantage is that meetings have become more spontaneous, more natural, less formal. Which is one thing Mathieu and management wanted, to leave old-fashioned meetings behind and introduce more cooperative, lively, reactive types of meetings.
The last big advantage that Mathieu points out is that co-work has become front and center. This, in fact, was Mathieu’s main aim. He wanted to reduce the role of the team manager. It’s still the manager that leads meetings. But team members now drive them and make them come alive. Thus, by playing up member participation through well thought-out, tailored adjustments to Klaxoon’s Board, Mathieu now empowers each meeting participant to take the word at their weekly meetings and make their mark on meeting outcomes.
We went from the superhero manager to an orchestra conductor. He’s still directing proceedings, but it’s the team who now make the music!
Our study of Mathieu Guenroc’s adoption of Board by Klaxoon reveals the following.
Board’s very wide range of options make it perfectly suited to all situations.
Project managers will be particularly appreciative of the template’s project management feature. And of the time limiter in morning meetings.
Klaxoon Board offers managers a tool to encourage colleagues engage more in teamwork and be more proactive.
But most of all, teams as a whole stand to benefit from Board’s invention of a space where each can participate, express their opinions, signal errors, concerns as well as ideas.
Lastly, Klaxoon Board promotes new managerial methods that involve greater levels of listening, group cohesion, horizontal management and co-work.