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The Three Most Important Roles
                              That You Don’t Know About… Yet


The most powerful people in organizations often can’t be identified on organization charts or
process maps. These “stealth players” occupy critical places in informal organizational networks
and have the ability to make or break change.

Who are the most powerful people in an                  Figure 1 shows a typical organization chart. In this
organization? You might say the CEO or CFO.             example, Liza reports to Fiona who, in turn, reports
You’d be right… but not completely. Every               to Eloise. This information is codified, confirmed, and
organization has highly influential people who fly      consciously identified in the organization. What’s not
under the radar screen.                                 overt is Liza’s informal network.

Underneath an organization’s formal power               Figure 2 shows the network diagram for the Liza’s
structure, there are three hidden positions that have   organization. Here Liza connects directly to her boss
a great deal of influence (Stephenson, 1999). The       Fiona and her departmental colleague Marc. She’s
first step towards identifying these people is          also connected to Karen and Nina, with whom she
understanding how they fit into the organizational      has no formal reporting relationships.
landscape.
                                                                         Eloise

The Organizational Landscape                                    Aaron              Fiona


People create relationships in order to get things        Jim            Karen             Liza   Marc
                                                                                                         Frank
done. They connect with others who serve as                     Carmen             Nina
                                                                                                                 Jane
trusted advisors, confidants, information brokers,
                                                                         Michael
and subject matter experts. These connections form                                                                       
the organization’s informal network. In fact,
                                                        Figure 2: The Informal Network
employees are much more likely to go to people for      Image: Adapted with permission from NetForm™
information than they are to go to the internet,
intranet, or corporate knowledge base (Cross,           Why does it matter if Liza has direct connections
Parker, Prusak, & Borgatti, 2001). Sometimes            outside her reporting structure? Because these are
people take their requests to their bosses. But         the relationships that she’ll draw on in times of need.
they’re more likely to turn to a coworker for help
(Katzenbach, 2007).                                     In your organization, do you know who is connected
                                                        to whom? Do you know the informal subject matter
                                                        experts that people go to when in need? Do you
                                                        know who is particularly good at creating innovative
                                                        ideas? Who’s great at finding better ways to get
                                                        things done? Who’s fantastic at strategic thinking?

                                                        You may have guesses. However, many of these
                                                        people fly under the radar screen. Their importance
                                                        is only felt when they leave the company—taking
                                                        their knowledge with them. If you can identify your
                                                        organization’s informal network, you can tap into its
Figure 1: An Organization Chart
                                                        power.
Image: Partnering Resources


© 2008 Partnering Resources
The Three Positions                                                     -         Coordinate speedy passage of needed
                                                                                  information
Three critical positions emerge as “power roles” in                     -         Approve access to certain people and data
informal networks (Stephenson, 1996). People in                         -         Broker relationships between parts of the
these roles have immense influence although they                                  organization
                                                                        -         Engage people past the “gate” in change
often don’t know it.

The Hub. Hubs are directly connected to many                            The Pulsetaker. Pulsetakers are the most covert of
people. They’re the social butterflies of the                           the three roles. Their claim to fame is that they are
company. They tend to know everyone and multitask                       indirectly connected to a great number of people in
effectively. They’re compulsive communicators; tell                     the organization. They tend to have their fingers on
something to a hub, and soon the entire organization                    the pulse of the organization. Without much effort,
will know about it.                                                     they can filter through information to tell you what’s
                                                                        really happening in the company.
                     Eloise
                                                                                             Eloise
            Aaron              Fiona
                                                                                    Aaron              Fiona
    Jim              Karen             Liza   Marc
                                                     Frank                  Jim              Karen             Liza     Marc
            Carmen             Nina                                                                                             Frank
                                                             Jane
                                                                                    Carmen             Nina
                                                                                                                                         Jane
                     Michael
                                                                                             Michael
                                                                                                                                                 
Karen is a hub. Despite having no direct reports, she
has more connections than anyone else: she links                        Fiona and Nina are pulsetakers. They can:
directly to Jim, Aaron, Eloise, Fiona, Liza, Nina,
                                                                        -         Get the word out quietly about what’s going on
Michael, and Carmen.                                                    -         Tell you how people are feeling about the new
                                                                                  change effort
Although often unaware of their role, hubs are                          -         Access the people who know the right people
invaluable to organizations. For example, hubs can:
                                                                        How to Use the Three Key Roles
-         Disseminate messages quickly about a new
          process or procedure                                          When properly leveraged, hubs, gatekeepers, and
-         Spread the word quickly about an important
          event                                                         pulsetakers can help an organization implement
-         Get the people to know about a change in                      change faster, execute projects more effectively,
          strategy                                                      and make better decisions. Taking the time to
                                                                        identify people in these key roles can make the
The Gatekeeper. Gatekeepers hold the keys to                            difference between a successful and a challenged
specific parts of an organization and groups of                         project, a finished and an incomplete change
people. They must be accessed in order to receive                       initiative, and a satisfied and a dissatisfied customer.
certain information. Gatekeepers can be intense
obstacles to change or tremendous supporters.                           Reference
                                                                        Cross, R., Parker, A., Prusak, L., & Borgatti, S.P. (2001).
                                                                          “Knowing What We Know: Supporting Knowledge Creation and
                                                                          Sharing in Social Networks.” Organizational Dynamics.
                                                                        Katzenbach Partners (2007). “Don’t Take Our Word for It: What
                                                                          Your Employees are Saying About the Informal Organization.”
                                                                          In The Informal Organization.
                                                                        Stephenson, K. (1999). “Networks.” CRC Handbook of
                                                                          Technology Management.

                                                                                                 About the Author
                                                                                                 Maya Townsend, founder and principal
                                                                                                 consultant at Partnering Resources, builds
Liza is a gatekeeper. Marc, Frank, and Jane all work                                             aligned, focused organizations that achieve
                                                                                                 their goals more effectively. For more
through Liza to access the informal knowledge they                                               information, visit
need from the rest of the organization. When Liza is                                             www.partneringresources.com or email
                                                                                                 maya@partneringresources.com.
engaged, she can:

© 2008 Partnering Resources

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Link - Workforce Planning - Handout 1

  • 1. The Three Most Important Roles That You Don’t Know About… Yet The most powerful people in organizations often can’t be identified on organization charts or process maps. These “stealth players” occupy critical places in informal organizational networks and have the ability to make or break change. Who are the most powerful people in an Figure 1 shows a typical organization chart. In this organization? You might say the CEO or CFO. example, Liza reports to Fiona who, in turn, reports You’d be right… but not completely. Every to Eloise. This information is codified, confirmed, and organization has highly influential people who fly consciously identified in the organization. What’s not under the radar screen. overt is Liza’s informal network. Underneath an organization’s formal power Figure 2 shows the network diagram for the Liza’s structure, there are three hidden positions that have organization. Here Liza connects directly to her boss a great deal of influence (Stephenson, 1999). The Fiona and her departmental colleague Marc. She’s first step towards identifying these people is also connected to Karen and Nina, with whom she understanding how they fit into the organizational has no formal reporting relationships. landscape. Eloise The Organizational Landscape Aaron Fiona People create relationships in order to get things Jim Karen Liza Marc Frank done. They connect with others who serve as Carmen Nina Jane trusted advisors, confidants, information brokers, Michael and subject matter experts. These connections form   the organization’s informal network. In fact, Figure 2: The Informal Network employees are much more likely to go to people for Image: Adapted with permission from NetForm™ information than they are to go to the internet, intranet, or corporate knowledge base (Cross, Why does it matter if Liza has direct connections Parker, Prusak, & Borgatti, 2001). Sometimes outside her reporting structure? Because these are people take their requests to their bosses. But the relationships that she’ll draw on in times of need. they’re more likely to turn to a coworker for help (Katzenbach, 2007). In your organization, do you know who is connected to whom? Do you know the informal subject matter experts that people go to when in need? Do you know who is particularly good at creating innovative ideas? Who’s great at finding better ways to get things done? Who’s fantastic at strategic thinking? You may have guesses. However, many of these people fly under the radar screen. Their importance is only felt when they leave the company—taking their knowledge with them. If you can identify your organization’s informal network, you can tap into its Figure 1: An Organization Chart power. Image: Partnering Resources © 2008 Partnering Resources
  • 2. The Three Positions - Coordinate speedy passage of needed information Three critical positions emerge as “power roles” in - Approve access to certain people and data informal networks (Stephenson, 1996). People in - Broker relationships between parts of the these roles have immense influence although they organization - Engage people past the “gate” in change often don’t know it. The Hub. Hubs are directly connected to many The Pulsetaker. Pulsetakers are the most covert of people. They’re the social butterflies of the the three roles. Their claim to fame is that they are company. They tend to know everyone and multitask indirectly connected to a great number of people in effectively. They’re compulsive communicators; tell the organization. They tend to have their fingers on something to a hub, and soon the entire organization the pulse of the organization. Without much effort, will know about it. they can filter through information to tell you what’s really happening in the company. Eloise Eloise Aaron Fiona Aaron Fiona Jim Karen Liza Marc Frank Jim Karen Liza Marc Carmen Nina Frank Jane Carmen Nina Jane Michael   Michael   Karen is a hub. Despite having no direct reports, she has more connections than anyone else: she links Fiona and Nina are pulsetakers. They can: directly to Jim, Aaron, Eloise, Fiona, Liza, Nina, - Get the word out quietly about what’s going on Michael, and Carmen. - Tell you how people are feeling about the new change effort Although often unaware of their role, hubs are - Access the people who know the right people invaluable to organizations. For example, hubs can: How to Use the Three Key Roles - Disseminate messages quickly about a new process or procedure When properly leveraged, hubs, gatekeepers, and - Spread the word quickly about an important event pulsetakers can help an organization implement - Get the people to know about a change in change faster, execute projects more effectively, strategy and make better decisions. Taking the time to identify people in these key roles can make the The Gatekeeper. Gatekeepers hold the keys to difference between a successful and a challenged specific parts of an organization and groups of project, a finished and an incomplete change people. They must be accessed in order to receive initiative, and a satisfied and a dissatisfied customer. certain information. Gatekeepers can be intense obstacles to change or tremendous supporters. Reference Cross, R., Parker, A., Prusak, L., & Borgatti, S.P. (2001). “Knowing What We Know: Supporting Knowledge Creation and Sharing in Social Networks.” Organizational Dynamics. Katzenbach Partners (2007). “Don’t Take Our Word for It: What Your Employees are Saying About the Informal Organization.” In The Informal Organization. Stephenson, K. (1999). “Networks.” CRC Handbook of Technology Management. About the Author Maya Townsend, founder and principal consultant at Partnering Resources, builds Liza is a gatekeeper. Marc, Frank, and Jane all work aligned, focused organizations that achieve their goals more effectively. For more through Liza to access the informal knowledge they information, visit need from the rest of the organization. When Liza is www.partneringresources.com or email maya@partneringresources.com. engaged, she can: © 2008 Partnering Resources