Team Member Profile

(aka: a Job Description!)

Click here to view and download the Example and Template.

One of the most significant and commonly used resources we recommend for every person in the organization (yes, everyone!) is the Team Member Profile.

We've found while a traditional job description can be helpful, a Team Member Profile provides extreme clarity to Team Members and equips Leader Managers with the language to effectively coach behavior and manage performance.

It also serves as an excellent tool to integrate into the hiring / onboarding / training process, 1-1 Coaching Sessions and Team Member Development. 

The format sets out to clearly define the WHO and DO of a Role. WHO includes Characteristics,Skills and Experience essential to the role which an individual can strive to acquire and DO outlines the RoleResponsibilities and Expectations crucial to effectively fulfill and carry out the role. 


Who is this worksheet intended for??
 

  • Every single Team Member in an organization.


Where do you start? 
 

  • Locate and review the current job description. Reclassify everything in the current job description to a Characteristic, Skill, Experience, Responsibility or Expectation. Begin to identify and incorporate any appropriate additional items. 
     

Tell me more! 
 

  • Below is a brief overview of the "WHO" and "DO" Sections on a Team Member Profile. WHO is a person BEING while they're DOING and fulfilling the functions of the role.

     

    • WHO / Characteristics: What are the behavioral expectations of the role? Does the individual need to be willing, creative, and/or patient?
       

    • WHO / Skills: What abilities are necessary to carry out the functions of the role? Is there a need to have excellent public speaking or project management skills? 
       

    • WHO / Experiences: Consider any life, vocational or educational experiences this role should have to set someone up for success. What degree, certification, leadership or volunteerism should be required or preferred?
       

    • DO / Role: Restate the title of the role such as "The Indispensable Assistant" or "Human Resources Director."
       

    • DO / Responsibilities: Identify 6-10 Areas of Focus for a role. This may be Business, Strategic and Success Planning, Client Services, Relationship Development etc.,
       

    • DO / Expectations: These are the detailed outcomes and objectives under each area of focus. For example: Create and share monthly reports of prospective and current customers for Monthly Business Developer Meeting. 


Then what?
 

  • Review the drafted/revised Team Member Profile with a Leader Manager, ask for feedback on the draft and make any additional adjustments.

    The Team Member Profile can be used as a tool for continuous formal and informal coaching. At a minimum, the Team Member Profile should be evaluated in terms of relevancy on an annual basis during 1-1 Coaching Sessions. 


Who do I share this with? 
 

  • In addition to discussing the Team Member Profile with a Leader Manager, the document should be shared with the Human Resources Team for their records, review, insight and approval. 


RESOURCE

O*NET OnLine

Although this might be a familiar resource to many of you, we believe it is one worth re-sharing! 

Check out O*NET OnLine to search and review almost any role and the skills, abilities, experience, knowledge and tasks connected to that position. 

READING

RADICAL CANDOR

by Kim Scott


UPCOMING EVENTS

MANAGING FROM THE INSIDE OUT

A few seats remain available at our upcoming Sessions of MFTIO beginning this Wednesday, February 12!We are offering two opportunities to participate: 8:30-11:30 A.M. and 1:30-4:30 P.M. here at The Warehouse located within the Cork Factory Hotel in Lancaster. 

Click here to register or request more information.