Clearly Define Roles
"In business, organization is an absolute necessity, not an alternative"
-Larry Burkett
What you can expect from this best practice:
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Develop clear and accurate job descriptions for all individuals on your team
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Create awareness of expectations and accountability for each role
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Identify opportunities to provide additional training and mentoring to improve your team
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Be able to better manage absences of individual team members by understanding how to divide and concur amongst the remaining individuals
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Be prepared for future staffing changes
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Know how to plan strategically for future changes on your team
Develop Job Descriptions for Each Team Member
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Update or create job descriptions to reflect the responsibilities outlined in Your Advisory Blueprint, completed in the previous section.
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You may wish to refer to the samples provided to help you get started:
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Once updated, carefully review it with each team member individually.
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If you have realigned new tasks to them, make sure they are set up for success, so that they:
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Understand the process and outcome desired.
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Have the necessary resources (ie., access to systems, office equipment); and
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Receive additional training if needed.
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Over time, if you make changes to Your Advisory Blueprint, be sure to translate those changes to the Job Descriptions you have created for the various individuals on your team
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