Members onlyBusiness Operations

Role and Responsibility Worksheet

Makes it clear who owns what, so things stop falling between people.

Best for

Businesses with two or more people, including contractors.

Use this when

When hiring, when work keeps getting dropped, or when two people are doing the same thing.

Preview

Per-role definition

ROLE: [Title]
PERSON: [Name]
REPORTS TO: [Name]
TIME: [full-time / part-time / contract — hours]

THE PURPOSE OF THIS ROLE
[One sentence: if this role does its job, what's true?]

OWNS (single point of accountability)
- [Responsibility] — measured by: [measure]
- [Responsibility] — measured by: [measure]
- [Responsibility] — measured by: [measure]

CONTRIBUTES TO (supports, doesn't own)
- [Area] — owner: [Name]
- [Area] — owner: [Name]

DECIDES WITHOUT ASKING
- [Decision type] up to [limit]
- [Decision type]

ESCALATES
- [Situation] → to [Name]
- [Situation] → to [Name]

TOOLS AND ACCESS NEEDED
[list]

WHAT GOOD LOOKS LIKE IN 90 DAYS
1. [Outcome]
2. [Outcome]
3. [Outcome]

Reviewed: [Date]  |  Next review: [Date]

The rest of this resource is for members

Members get the complete Role and Responsibility Worksheet, one-click copy, saved favorites, and every other resource in the library for $149 per month.

One-click copy unlocks with membership

Employment law shapes what you can require of employees versus contractors, and misclassifying someone can carry serious consequences. Get qualified advice before setting terms, changing roles, or engaging contractors.

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