Template: Role Description | Business Operating Manual

What this is: The eight-part document every role in the business deserves.

Used in: Volume 06, Chapter 7: Writing a Role Description

1

Role Title: · Department:

1. Purpose

(One sentence: why does this role exist?) ______________________________________________________________

2. Daily Responsibilities

______________________________________________________________
______________________________________________________________

3. Weekly Responsibilities

______________________________________________________________

4. Monthly Responsibilities

______________________________________________________________

5. Authority: What This Role Can Decide Alone

______________________________________________________________
______________________________________________________________

(What must be escalated instead? To whom?) ______________________________________________________________

6. Reporting Line

Reports to: ______________________ · Roles reporting to this one (if any): ______________________

7. KPIs (Numbers or Checkable Facts Only)

KPI
Target

8. Checklist & Training Requirements

[ ] Trained on: ______________________
[ ] Verified competent by: ______________________ on ______________________
[ ] Expected behaviour / conduct standard: ______________________