Company:
Position:
Manager:
Date:

  
2. 

Activities - How will this person spend their time?  List the specific activities performed by people in this position and the approximate percentage of their time they should spend in each area.

3. 

Outcomes - What specific results are expected?  What key indicators show how well this person is performing?  How will this person be judged when his or her performance is evaluated?

4. 

Challenges - What are the toughest parts of this position?  What is this person's most important or most difficult responsibility?  What is the most common reason for failure in this position?

5. 

Successful Performers - What traits are shared by people who succeed in this position?  What kind of abilities are required, and what kind of personality traits do you see in your best performers?

6. 

Relationships - This person's primary contacts inside and outside of the company

7. 

Number of people managed, if any, and their titles.

  
8. 

Rate the following list of activities in terms of how important they are for successful performance in this position.  Be realistic in what you ask for, and do not to check vital for success more than 10 times.

	Unnecessary	Seldom Needed	Occasionally Helpful	Often Important	Vital for  Success
Taking the lead with other people
Willingness to make decisions independently
Assertiveness in the face of resistance
Communicating effectively with a wide variety of people
Ability to quickly establish a rapport with others
Skill in handling disagreements or difficult people
Remaining patient and tolerant in dealing with others
Being accommodating and avoiding disagreements
Staying focused when handling routine tasks
Handling the details with absolute precision
Following a step by step process to produce results
Avoid risk with research and cautious decision-making
	Unnecessary	Seldom Needed	Occasionally Helpful	Often Important	Vital for  Success
Willingness to take-on new challenges
Solving problems without outside assistance
Handling new or unfamiliar situations independently
Maintaining a high level of organization
Consistent follow-through in handling the details
Efficiency in performing structured tasks
Displaying a pleasant, cheerful personality
Remaining positive when things go wrong
Versatility in handling a variety of responsibilities
Flexibility in working with different kinds of people
Skill in strategic planning and setting priorities
Finding creative ways to accomplish objectives

Culture - Describe the culture of the company and the characteristics of the team. Are things fast-paced and rapidly changing?  Stable and family-oriented?  Highly structured or flexible?  Lots of veterans or many new faces?

 
10. 

Income Range: 

The starting income in this position is:
The average income in this position is:
The highest income in this position is:

 
 
11. 

Prepared by:

Name:
Email Address: