Role Descriptions and Expectations for Successful Performance

Role descriptions can be much more than activity-based job duties. A real role description is brought alive in leadership to define the way you want an employee to model and execute your company's brand experience. Clarifying, empowering and specifying with metrics and pay plans attached, the role description becomes a managerial and leadership plan for each position. Learn about the details of how to point an employee in the direction of success in your company.

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Director of Client Experience - Role Description and Expectations

Utilize this role description and set of expectations to customize and define the role of client experience in your organization. Some firms may elect to manage teams with an office admin function, and as the company grows the role of Client Experience takes on more importance. This is an example of how to format the client Journey and the training required to be world class.

Role Description and Expectations - Operations Manager

This is a sample expectations letter and role description for an operations manager. It can be edited and used in your company.

8 Page Document

Role Description and Expectations - Service Technician

This is a role description for a service technician.

10 Page Document

Role Description and Expectations - Service Manager

This is a role description and expectations document for a service manager. It can be used, edited and implemented.

11 Page Document

Role Description and Expectations - Customer Service Manager

Use this template to design your company role description, expectations, KPIs, and training for the customer service manager function.

10 Page Document

Role Description and Expectations - Comfort Advisor

This is a role description for comfort advisors, including expectations and KPI's. Adjust accordingly to your company metrics, compensation and training plans.

9 Page Document

Role Description and Expectations - Commercial Account Manager

This is a role description for the commercial account manager -- use it to shape your own company platform. Adjust the KPI's, compensation and focus development for your own company.

7 Page Document

Role Description and Expectations - Dispatcher

This is a role description for the dispatcher function. Customize it to your company.

7 Page Document

Role Description and Expectations - Customer Service Representative

This is a role description for the CSR function. Adapt it your company's specific metrics, training and compensation.

7 Page Document

Role Description and Expectations - Controller or Bookkeeper

It is important to have your financial function well-organized to capture and report any operational aspects of a company for review and adjustments. In addition, the financial functions role is to prepare pro forma or forecasts and do some level of estimating forward. Learn the role of the accounting and financial function.

5 Page Document

Role Description and Expectations - Lead Coordinator

Use the material here to shape your customized expectations and role description for your lead coordination function, including job scheduling and scheduling of comfort advisor selling functions.

6 Page Document

Role Description and Expectations - Sales Manager

Utilize the tool here to begin and develop your own company sales management role and expectations document. This is a great starting place to order your priorities within your own company. A Sales Manager has a multi layered role in many firms, including technicians, so align your activities here with your needs using this template

8 Page Document

Role Description and Expectations - Customer Call Center Manager

This is the role and expectations documentat for call center manager. Edit it to create your version to drive call center performance including metrics.

3 Page Document

Role Description and Expectations - Indoor Air Quality Specialist

Review and customize the role description and expectations inside to create your company version of the document for indoor air quality specialist.

9 Page Document

Role Description and Expectations - General Manager

Use this role description and expectations template for your general manager position, including describing the role and the compensation plan.

10 Page Document

Role Description and Expectations - President of Company

The president of any company has to have a role description and expectations to create accountability for the position. Take a look at what a company president is tasked with completing inside the role description.

Role Description and Expectations - Residential Installer

This is an example role description and set of expectations for a residential installer. Use it to customize your company version and tie this to pay plans.

4 Page Document

Role Description and Expectations - Executive Assistant to President-GM

Here is an example role description for an administrative or executive assistant to a primary leader. Adjust it as necessary to fit your company model.

9 Page Document

Role Description and Expectations - Maintenance Technician

This role description and set of expectations define the role of a maintenance tech and how a company can model a position, or customize this document and metric system to fit a maintenance tech model in their own form.

10 Page Document

Plumbing General Manager Role Description

Use this tool as an example starting point, and then customize your general manager role with the appropriate expectations, metrics, compensation and training that apply to this position in your business.

9 Page Document

Plumbing Supervisor and Operations Role Description and Expectations

Here is an example to role description for a plumbing supervisor role. Use it to customize and add depth into the role in your business. It includes sample letter of expectations, role description (add in additional activities you want), training plan, and compensation options.

9 Page Document

Role Description for Trade Warehouse Manager

Utilize this role description for the warehouse manager. Customize the functions and the expectations to your company.

5 Page Document

Role Description for Marketing Manager

Utilize this document to customize the role description and expectations for an internal marketing manager.

7 Page Document

Human Resources Role Description

Utilize this role description and set of expectations -- and customize it to your company -- for the human resources function.

7 Page Document

Installation Manager Role Description Expectations

Utilize the install manager role descriptions and yearly letter of expectations to define what is needed in the company for the coming years work, and break this down into smaller monthly goals with milestones. Also use this to customize the employee development plan.

Role Description for Jr. Controller and Accounting Function

The accounting and financial function of a company is crucial. This document allows you to create a baseline for a financial function within a role description. It outlines the duties required and work produced by accounting inside a trades related company.

5 Page Document

Role Descriptions & Expectations - Inside Sales (Rehash)

This is a role description for an inside sales (aka rehash) position in your contracting company. It includes a letter of expectations outlining company values and philosophy, as well as expectations of both the salesperson and leadership. This letter can be customized to your company's specific values and needs, but this framework is an established best practice used successfully in numerous contracting businesses.