Role Induction Template

This is a template agenda which can be used by any role inducting a Member into a new role.

Ideally, the role induction is led by someone that understands the role best (which may or may not be a Circle Lead), and is attended by others who have a good understanding of the role.

• Opening: Opening ritual of 10 breaths and a check-in. Frame the purpose of the meeting: Hopefully by the end of this meeting, you have a clearer understanding of the role and its accompanying expectations, and have some Next-Actions you can take.

• Why we're excited to bring you on: Share why the Member was chosen for this role. In addition, if the Member is new to the organisation, you can share why they were brought into the organisation. It's helpful to use real quotes of things people have said.

• Understanding the role: Go through the role definition in Glassfrog, explaining the role name, Purpose, each Accountability and any Domains. Explain your interpretation of the role. Explain why the role was created, what it has done in the past, and any other history or information that will help the Member understand the needs the role exists to meet.

• Resources and useful contacts: Give the Member a list of resources they can use to get them going in the role, and people you think would be useful for them to talk to.

• Explain authority and power: This step is particular to new Members. Communicate that they have the formal authority to take any action or make any decision that serves their role's Purpose or Accountabilities, but that with authority comes responsibility; it's often useful to get input on what to do, or at the very least state that you intend to do things so that others can respond if appropriate. This is especially true when you have not fully grasped a role yet. Additionally, explain how earned social power works - for example, that it's unlikely their voice will have the full weight of other voices who have been around longer; that it takes time to earn trust and influence.

• Hopes & Fears: Give the Member time to air out any hopes and fears they have about stepping into the role. If you have input that can help address their fears, this is a useful time to share it. It's often useful for you and any other participants to share their hopes and fears as well - though be considerate of the impact this may have on the role-filler.

• Questions & open discussion: Leave time for the Member to ask any questions about the role.

• Check-out