6-Step Framework
Step 1: Define
Your answers will help identify team gaps, clarify responsibilities, and align your org chart with the next phase of business growth.
This gives us a snapshot of your current structure, who’s doing what and how the work is distributed across full-time, part-time, contract, or freelance support.
2: What areas of the business do you feel are understaffed or stretched thin?
Knowing where the pressure points are helps us identify priority hires or restructure workload to reduce burnout and bottlenecks.
3: Are roles and responsibilities clearly defined for each person on your team?
If this isn’t clear, tasks get missed, duplicated, or pushed around. Defined roles create accountability and smoother execution.
4: Do you currently have an org chart or role structure documented anywhere?
Having it documented makes growth and delegation easier. If it doesn’t exist, team development tends to be reactive and unorganized.
5: What’s your biggest challenge when it comes to hiring or assigning ownership?
This tells us what’s preventing effective hiring, whether it’s uncertainty, onboarding issues, or past hiring mistakes.
6: Are any current team members doing work that doesn’t align with their strengths or role?
Misalignment creates friction and lowers output. Identifying this helps us realign your team for better performance.
7: What support roles or leadership positions are you missing today that would free you up or move the business forward?
This helps uncover what gaps are keeping you stuck in the weeds instead of focused on leading and growing the business.
8: How do you currently evaluate when and what to hire for next?
Your hiring decisions should be tied to business needs, not a gut feeling. This helps us create a more strategic approach to growth.
9: What’s your typical onboarding process when bringing on a new team member?
A strong onboarding process shortens the ramp-up time. If it’s ad hoc, you’re losing time and setting new hires up for confusion.
10: If your team structure was fully optimized, what would you be freed up to focus on?
This reveals the work only you can do, and what we need to protect and prioritize as the team grows.
Step 2: Map
You can’t scale what you can’t see. This step helps you map the structure that currently exists, and the one that needs to exist, to support execution.
- List every current role and their top 3 responsibilities.
- Identify where you’re over-involved or filling a gap yourself.
- Clarify who owns outcomes vs. tasks.
- Flag any duplicated or undefined responsibilities.
“We are a [business type] that serves [target audience]. Based on these 10 answers, help us map our current team structure and identify where roles, gaps, or unclear responsibilities exist.”
Step 3: Design
Now we shift from documenting to designing. These aren’t just job titles, they’re functions tied to business priorities and built for execution.
- Define roles that directly support revenue, delivery, and operations.
- Write clear role descriptions with outcomes, not just tasks.
- Align roles to support your 6–12 month business goals.
- Identify what can be hired, delegated, eliminated, or elevated internally.
“We are a [business type] that serves [target audience]. Help us design the right roles and responsibilities to support our growth goals and reduce executive overwhelm.”
Step 4: Structure
A scalable team needs clarity. This step ensures everyone knows where they fit, who they report to, and what they’re responsible for delivering.
- Group roles into functional areas (Marketing, Operations, Delivery).
- Create a visual org chart with clear reporting lines.
- Define communication and accountability flows.
- Ensure every critical function has an owner.
“We are a [business type] that serves [target audience]. Help us build a functional org chart with defined reporting structure and role clarity across the business.”
Step 5: Hire
With your org chart in place, now we determine what hiring steps to take and in what order. The goal is to build capacity without adding confusion.
- Rank roles by urgency, ROI, and leadership relief.
- Write outcome-based job descriptions and scorecards.
- Prepare onboarding plans tied to role outcomes.
- Document decision-making criteria for selecting candidates.
“We are a [business type] that serves [target audience]. Help us prioritize our next 1–3 hires and build outcome-focused job descriptions for each role.”
Step 6: Align
The final step turns your structure into a living system. This is where hiring, delegation, and performance all align with execution.
- Install weekly check-in or reporting systems by role or team.
- Set 30/60/90-day success metrics for each new hire.
- Align team goals to company goals with transparent KPIs.
- Review structure quarterly to keep it aligned with growth.
“We are a [business type] that serves [target audience]. Help us align our new team structure with systems for accountability, reporting, and execution.”
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