A FAST, & FOCUSED TOOL FOR TALENT OPTIMIZATION
People Powered. Data Driven. Results Realized.
Expectations Evolve.
So should our conversations
about roles.
Roles aren’t static—and neither are people. As organizations grow, shift priorities, or adapt to change, the roles within them must keep pace.
Activate’s Role Review brings structure, clarity, and insight to the evolving nature of work—helping teams stay aligned, engaged, and effective.
In modern workplaces, misalignment isn’t always about skills—it’s often about unspoken expectations.
Ambiguity around responsibilities, priorities, and even soft skills like collaboration or communication can quietly erode trust and performance.
That’s where Role Review comes in.
It’s a proactive tool designed to keep roles current, communication clear, and expectations visible. Rather than waiting for issues to surface during a crisis or performance dip, organizations can integrate Role Review into key touchpoints—like hiring, return from leave, promotions, or team transitions.
As one of our guiding principles says, “To be unclear is to be unkind.” Clarity is not just operational—it’s relational. Role Review ensures everyone knows where they stand and how they can thrive.
How It Works
Role Review is simple, repeatable, & transformational.
Here’s how the process unfolds:
STEP 1
Assess Roles
Begin by exploring what success currently looks like for a specific role. How is time being spent? What are the unspoken assumptions? This step surfaces the invisible elements—like soft skills and emotional labor—that are often missing from formal job descriptions.
STEP 2
Review Results
Next, synthesize feedback and insights into a structured conversation. Identify what’s working well, where there’s friction, and what’s fallen out of alignment. This review builds mutual understanding and sets the foundation for performance management and onboarding practices that reflect today’s reality—not yesterday’s assumptions.
STEP 3
Take Action
Finally, align on what should stay, shift, or stop. Define clear outcomes, reassign tasks where needed, and deploy a 30/60/90-day action plan to bring new role clarity to life. This forward-looking plan empowers both leaders and team members to move with confidence and focus.
Who’s It For?
Role Review is a versatile solution for anyone responsible
for building healthy, high-performing teams:
→ Teams in Transition, such as during growth phases, restructuring, or culture shifts where clarity can make or break success.
→ HR Professionals who need scalable tools for employee development, onboarding, and retention.
→ People Leaders and Managers at all levels navigating changing team dynamics, performance conversations, or role evolution.
→ Organizations Focused on Productivity and Performance, who understand that role clarity is a key driver of both outcomes and engagement.
It’s especially valuable at lifecycle moments like hiring, the end of a probation period, after a leave of absence, during reviews, or when burnout and miscommunication start creeping in.
What You Get
Implementing Role Review means gaining more than just a framework—it’s about reshaping how your organization approaches clarity, growth, and accountability.
✔ A Structured, Repeatable Framework
You’ll have a clear method for addressing expectations at any stage, making performance management conversations easier, more productive, and more human-centered.
✔ Dual Insight for Leaders & Employees
Both parties gain clarity: Where is time being spent? What’s expected now? What’s out of date?
This mutual visibility increases alignment and reduces assumptions.
✔ Stronger Culture of Trust & Engagement
When expectations are explicit, trust deepens. Teams can focus on the work—not on guessing what’s expected.
This builds psychological safety, improves retention, and makes space for growth.
