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 a number of field projects, where the aim was to explore alternative configurations of roles, responsibilities, interactions, activities etc. All stakeholders in a given process can generate a common understanding of roles, responsibilities, and interactions between roles. The visualisation is generated by means of a rule-based, bottom-up approach. The paper uses a case-study approach to illustrate the method and 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.