Skills

Remarks:

All blue and green lists are fully customizable.

• You can reorder them via the “Lists” menu in the top navigation.

• Rename them by clicking the title at the top of the list.

Some basic rules still apply, even after renaming:

• Skills and roles can have multiple owners.

• Domains and links can only have a single owner.

• Domains can be assigned to skills and roles.

• Projects can be assigned to circles.

Skills within your team may include areas of study, individual capabilities, and talents such as design and programming. Importantly, skills can also be reflected in your team's collective outputs, such as newsletters, social media strategies, and PowerPoint design. These portfolio elements represent the practical application of your team's diverse skill set.

The skill tool is the same as the roles tool - so think about how you want to use of of the lists. And now worries: You can always switch roles into skills and vice versa at a later stage :)

This is the skills tool, that you see when you click on any skill or add a new skill at the end of the skills list:

• How do you want to name this skill?
  
  

• The purpose answers to the question WHY this skill exists
• see example in screenshot
  
  

• the tasks should be presice actions you expect a skill owner to do. These items can and should be added and edited over time. It is normal that this stays emtpy in the beginning or only has 1 or 2 points for a start.
  
  

• What are KPIs or OKRs or similar, measurable goals?
• Rate them with the 5 stars system and update the rating regularly (e.g. in 1-on-1s between role owner and team leader)
  
  

• In the box "Plan total" you can define how much time your time should spend on this skill
• max = 1 = 1 FTE = "full time equivalent"
• In "status" you can see how much you already assigned

Notes

• Use this space to jot down thoughts or ideas that arise while creating or refining an item
  

• For example: “Maybe split this into 2 roles?” or “Ask owners to propose a clearer purpose.”

• on the top right you have to decide whether this is a single owner or multiple owner skill.
• A single owner skill can only have 1 owner and you can make this skill LEAD in a circle or project.
• A multiple owners skill can have as many owners as you want (like "design" can be a skill many people have in your team).
  
  

• by clicking on "+Add owner" a dropdown will open and let you pick from all the people you have previously added in the people list or tool
• under FTE you can assign a portion of their availability to this skill - this will show under "status" in workload (see "workload" above)
  
  

• domains are a separate list, but sometimes it makes sense to link a domain to a skill.
• Like here it makes sense to link the domain "CD Guidelines" to the skill "Design".
• In the tool you pick an existing domain on the left and then add one of the skill owners to the domain - or leave it open to be filled at a later stage.
• Or you can create a new domain by typing and then clicking on "Create"
  
  

• Under "Member in" you can see in what circles and projects the skill excel has already been added.
• Here the skill "Design" is member in the "Marketing" circle.
• By clicking on "X" you can delete the skill from this circle.
• You add the skill to circles in circle focus mode.
  
  

• here you can add documents that are important for skill owners to know/ have access to

• tags are free text and can be used as filters

If you create a skill and later realize that it should rather have been a role, you can use the "convert to role" function at the very top left of the tool. This happens sometimes when the structural idea of your organization changes and how you define roles/skills makes more sense in a different way.

You save all data by clicking on the green tick at the bottom right, You can also close the tool and save all changes by clicking anywhere outside the tool or by clicking on the previous/next arrows on the top right.

If you wish NOT to save your changed, you have to click on the red X on the bottom right. The tool will close and your changes will NOT be saved!