When you’re getting clear on your processes to build a Business Playbook, one of the most critical steps is to define the roles in your company (Also known as “positions”). Each human being in your company may fulfill multiple “roles” as part of their job, and once you’ve identified each of them, it’s time to dig deeper to define each role so everyone knows what they’re accountable for.
Our friends at Trainual have built a great tool for doing this and I wanted to share a quick example (90 seconds, to be exact) to show you how we define roles for our clients.
The three main components to make sure you’ve included are:
Clear statement of what RESULTS the person in this role is accountable for getting. (Different from #2 below) - I love asking “What problem does this person solve for our company?” to figure this out.
List of TASKS/RESPONSIBILITIES the person in this role is responsible for completing daily, weekly, monthly, or as-needed.
Links to WORK INSTRUCTIONS or TRAINING for each TASK/RESPONSIBILITY listed so they know how to do it.
Have fun building out your company’s roles!
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