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The Golden Rule

If a task can't trace back to the purpose sentence, it doesn't belong to the role.

A role description is the written answer to what the job is, what the person can decide, and how success is measured, on day one, for anyone.

One-sentence purposeThe test for whether a task belongs to the role at all.
KPIs, not opinionsAnswerable as a number or checkable fact, never an opinion.
Written with them presentNot about the role-holder, drafted with them.

Eight parts, every time

Purpose, daily/weekly/monthly duties, authority, reporting line, KPIs, checklist.

"Other duties as assigned"

A role with no written purpose slowly accumulates whatever nobody else wants.

"Good service" isn't a KPI

A real KPI is answerable without an opinion, never just a feeling.

Review it yearly

Responsibilities drift as the business grows; the document has to keep up.

1

Definition

Imagine three different employees are each asked what the Storekeeper actually does. One says "orders fabric." One says "counts stock." One says "whatever needs doing in the store." When a shortage goes unnoticed for weeks, nobody can say whose job it was to catch it, because nobody ever wrote down what the job actually was. The role existed. A description of it never did.

A role description is the written answer to "what exactly is this job, what can this person decide, and how will we know if they're doing it well?", the document that turns everything Chapters 1–6 discussed into something a real person can be handed on day one.

In One Sentence

Every role in this manual, owner, CEO, supervisor, frontline, support, deserves the same eight-part document: purpose, daily/weekly/monthly responsibilities, authority, reporting line, KPIs, a checklist, expected behaviour, and training requirements. Skip any one of the eight and you've recreated one of Chapter 1's failure quadrants without realizing it.

2

The Eight Parts

1. Purpose

Why does this role exist at all?

2. Daily Responsibilities

What must happen every single day?

Vol 18

3. Weekly Responsibilities

What must happen on a weekly rhythm?

4. Monthly Responsibilities

What must happen on a monthly rhythm?

5. Authority

What can this person decide alone, without asking?

Ch 1

6. Reporting Line

Who do they report to, and who reports to them?

Ch 4

7. KPIs

How is success measured, numerically or checkably?

Vol 21

8. Checklist & Training

What must they be able to do, and how is that verified?

Ch 8
PartAnswersChapter Link
1. PurposeWhy does this role exist at all?One sentence, testable against Volume 01's mission test
2. Daily responsibilitiesWhat must happen every single day?Volume 18: Daily Operations
3. Weekly responsibilitiesWhat must happen on a weekly rhythm?
4. Monthly responsibilitiesWhat must happen on a monthly rhythm?
5. AuthorityWhat can this person decide alone, without asking?Chapter 1
6. Reporting lineWho do they report to, and who (if anyone) reports to them?Chapter 4
7. KPIsHow is success measured, numerically or checkably?Volume 21: Performance Management
8. Checklist + training requirementsWhat must they be able to do, and how is that verified?Chapter 8

Notice this is Volume 02's Six Questions applied to a person instead of a task, the same discipline, one level up.

Ready-to-use version: Role Description Template

3

Purpose: The One Sentence That Stops a Role Taking On Everything

A role's purpose should be a single sentence an outsider could use to judge whether a given task belongs to this role at all: "The Production Supervisor exists to keep garments moving through the workshop on schedule and to the quality standard." Anything a manager asks of that role should trace back to that sentence, if it doesn't, either the request is misplaced, or the purpose needs to be rewritten deliberately, not accidentally.

Common Mistake

A role with no written purpose slowly accumulates whatever tasks nobody else wants, "other duties as assigned" becomes the entire job, and Chapter 1's authority matching becomes impossible to check, because nobody can say what the role is actually for.

4

KPIs: Numbers or Checkable Facts, Never Opinions

A KPI (Key Performance Indicator, a measure of whether the role is succeeding) must be answerable without an opinion. "Good customer service" is not a KPI. "Fewer than 2 unresolved complaints per month" is. This is exactly Volume 02's fifth question, how is success measured, applied to a whole role instead of one task.

RoleWeak KPIStrong KPI
Tailor"Makes good garments""Fewer than 1 in 20 garments returned for rework"
Reception"Is friendly to customers""95% of bookings recorded within 5 minutes of the call"
Accountant"Keeps good records""Bank reconciliation completed within 3 working days of month end"
5

Example Story: The Job Nobody Could Describe

Here's the full version of the Storekeeper story from the start of this chapter.

Asked what the Storekeeper actually did, three different people at MANIAC MINDZ gave three different answers, one said "orders fabric," one said "counts stock," one said "whatever needs doing in the store." No one could name a single KPI. When a shortage went unnoticed for weeks, nobody could say whether it was the Storekeeper's failure, since no one had ever agreed what the role was actually responsible for measuring.

The fix was to write the eight-part description in one afternoon, with the Storekeeper present. A description written about someone without them in the room tends to miss what the job actually involves day to day, so having him there mattered. The exercise surfaced the gap immediately: nobody had ever assigned "weekly stock count reconciliation" to anyone. It wasn't a performance failure; it was a role-description failure.

6

Common Mistakes

Common Mistake #1: Writing the Description Without the Person in the Room

A description written purely from the owner's assumptions often misses real daily tasks the role actually involves, draft it together with whoever holds (or will hold) the role.

Common Mistake #2: KPIs That Can't Be Checked Without an Opinion

Opinion-based KPIs make it impossible to know objectively whether a role is succeeding, see Section 4.

Common Mistake #3: A Description Written Once and Never Revisited

As the business grows, a role's real responsibilities drift. Review each description at least yearly, or whenever Chapter 8's performance reviews reveal a mismatch.

7

Quiz Yourself

Quiz 1
Name the eight parts of a complete role description.
Purpose, daily responsibilities, weekly responsibilities, monthly responsibilities, authority, reporting line, KPIs, and checklist/training requirements.
Quiz 2
Why is "good customer service" not a valid KPI?
It requires an opinion to judge, a real KPI must be answerable as a number or a checkable fact, like "fewer than 2 unresolved complaints per month."
Quiz 3
What actually went wrong in the Storekeeper story?
No one had ever written down or assigned the role's full responsibilities (specifically, weekly stock reconciliation), it was a missing role description, not a performance failure.
8

Practice Exercise

  1. Pick one role in your business with no written description.
  2. Sit down with whoever holds it and fill all eight parts of the Role Description Template together.
  3. Read the purpose sentence back to them, does it match what they actually spend most of their time doing? If not, revise the purpose or the daily tasks until they align.
9

Quick Summary

Quick Summary

  • A complete role description has eight parts: purpose, daily/weekly/monthly responsibilities, authority, reporting line, KPIs, and checklist/training requirements.
  • Purpose is the one-sentence test for whether any given task actually belongs to the role.
  • KPIs must be checkable facts or numbers, never opinions.
  • Write descriptions with the role-holder present, and review them at least yearly.
  • Blank template: Role Description Template.