BUSINESS TEMPLATE · T07

Role Scorecard

Defines the outcomes and measures for a role.

Complete your template

Answer each question using the guidance and example underneath it. You do not need perfect answers. If you do not know something, write Unknown so your AI does not fill the gap with a guess.

Role purpose

Why does this role exist?

ExampleOwn customer onboarding so new customers start confidently and on time.

Core outcomes

List the results the role is accountable for.

ExampleOnboarding completed; required access collected; kickoff scheduled.

Responsibilities

List recurring work the role performs.

ExampleWelcome communication, intake, scheduling, follow-up.

Measures

Choose measures that reflect the outcomes.

ExampleTime to kickoff; onboarding completion rate; missing-information rate.

Decision rights

Clarify decisions the role can make independently.

ExampleMay reschedule kickoff and request missing data; scope changes require approval.

Key relationships

List people or teams this role must work with.

ExampleSales, delivery team, billing, customer contact.

Take it to your AI of choice

When you are finished, copy the package below and paste it into ChatGPT, Claude, Gemini, or another AI assistant. It includes your completed template plus instructions that tell the AI how to use it without inventing missing facts.

What the AI will be told

Use this completed template as business context. Keep facts, assumptions, and unknowns separate. Do not invent missing information. Help me turn it into a practical, usable business resource and identify what information would improve the result.

After copying, open your AI assistant, start a new chat, paste the content, and send it.