Role Mapping Exercise
Role Mapping Exercise
Apply stage-appropriate hiring by mapping roles needed for a growth initiative and identifying talent gaps.
Instructions
Objective
Apply the concept of stage-appropriate hiring to a real scenario by mapping roles needed for a specific growth initiative and determining how to fill those roles.
Instructions
1. Identify Your Growth Stage
Briefly note your company's stage:
- Early startup (MVP stage, pre-product-market fit)
- Scaling SaaS (Series A/B funding, proven product-market fit)
- Mature enterprise (established market position, optimizing for efficiency)
Also note key growth goals for this stage. Examples:
- Early: "Achieve product-market fit" or "Reach first 100 paying customers"
- Scaling: "Expand to new market segment" or "Double ARR"
- Mature: "Improve CLTV by 20%" or "Enter adjacent market"
2. Select a Campaign/Project
Choose a specific upcoming growth initiative:
- Product launch
- Major marketing campaign
- Expansion into a new region or vertical
- New channel experiment (podcast, partner program, etc.)
Clearly define the scope in 1-2 sentences.
Example:
"Launch our new API product to developer audience in Q2, aiming for 500 developer signups and 50 paid API customers in first 90 days."
3. List Required Roles
Brainstorm all roles and skill sets needed to execute this project successfully.
Be comprehensive – include:
- Core execution roles: Content marketer, sales rep, product manager, etc.
- Supporting roles: Data analyst, designer, SEO specialist, customer support for FAQs
- Leadership roles: Project lead, executive sponsor
For each role, indicate:
- Type: Specialist or Generalist?
- Status: Exists on current team or Need to fill?
Example table:
| Role | Type | Current Status |
|---|---|---|
| Project Lead | Generalist | Jane (Marketing Manager) |
| Developer Content Writer | Specialist | NEED TO FILL |
| Community Manager | Specialist | Mike (existing, 50% allocated) |
| Paid Ads Specialist | Specialist | NEED TO FILL |
| Sales Engineer | Specialist | Existing team |
| Data Analyst | Generalist | Shared resource (20% time) |
| Designer | Specialist | Existing |
4. Assess Gaps
Review your list and identify critical gaps:
- Which roles are crucial but currently unfilled?
- Which roles are under-resourced (e.g., need 100% but only have 20%)?
- Which gaps are blockers vs. nice-to-haves?
For each gap, consider fill options:
- Reallocate existing team member
- Hire new full-time staff
- Contract freelancer or agency
- Postpone that aspect of the project
- Upskill someone internally
Consider project timeframe:
- One-time need → Contractor makes more sense
- Ongoing need → Full-time hire justified
- Urgent need (starts in 2 weeks) → Contractor or agency (hiring takes months)
5. Compile a Role Map
Organize information into a Role Map table or chart:
| Role Needed | Who Will Do It | Type | Notes |
|---|---|---|---|
| Project Lead | Jane Doe (Marketing Manager) | Existing staff (generalist) | Oversees campaign end-to-end |
| Content Creator | Need to hire or freelance | Contractor (specialist writer) | Must have SaaS writing experience |
| Paid Ads Specialist | Agency (ABC Digital Marketing) | External agency | Short-term for launch window |
| Sales Enablement (SDR) | John Smith (Sales) | Existing staff (specialist SDR) | Dedicate 50% time during launch |
| Data Analytics | Open - not covered | Potential gap | Team will share this role until filled |
| Community Manager | Mike (Developer Relations) | Existing staff (specialist) | Reallocate 50% time to project |
6. Analyze Alignment with Stage
Write a short justification (3-5 sentences) for why this role mix makes sense for your growth stage.
Example:
"As a Series A startup, we are keeping the team lean. We chose to outsource design and writing to contractors to stay flexible, while focusing our in-house hires on strategic roles like product marketing and developer relations. This fits our stage by minimizing fixed costs and allowing us to test channels before making full-time hires. Once we validate that developer content drives conversions, we'll consider hiring a full-time technical writer in 6 months."
7. Identify Dependencies and Risks
List 2-3 key dependencies or risks related to your staffing plan:
Example:
- Risk: Freelance technical writer may not understand our API deeply enough → Mitigation: Pair them with engineering team for first 2 weeks
- Dependency: Agency needs 3-week lead time → Action: Engage them by March 1 for April 15 launch
- Risk: Data analyst only 20% allocated may become bottleneck → Mitigation: Define analysis scope upfront, consider bringing in analytics contractor if needed
Deliverable
Create a Project Role Map document (1-2 pages) including:
- Growth stage and project scope
- Complete role list with current status
- Gap analysis with fill strategy for each gap
- Resource allocation table
- Stage alignment justification
- Dependencies and risks
Outcome
You'll have a clear plan of who is needed for a key growth project and how you will staff those roles. This roadmap can be immediately used to:
- Guide recruiting efforts
- Justify resource requests to leadership
- Identify contractor/agency needs
- Reality-check whether your project goals match available capacity
This exercise trains you to think strategically about talent needs before launching initiatives, preventing last-minute scrambles for resources.
Your submission
Write your response. Submissions are saved to your account and reviewed by an instructor.