🔗 https://link.sarahpark.co/WorkAgreement

<aside> 👉 This is NOT a static document. Job duties and career goals will evolve and grow over time - this tool should remain useful for the team member through all these changes. Create this doc with every new direct report, then use it to frame your 1:1s at least once per quarter (every 4th check-in).

Over time, you should be adapting this to speak to the real needs, interests, and talents of the individual. Treat these sections as discussion starters. Ultimately, no doc should look exactly like another, even when people are in the same role.

</aside>

Instructions for managers are in gray - remove all gray instructions and orange examples as you fill this template in.

Name / Department / Role

Date last updated

Your role's core duties

Why does this role exist? What’s the business need? Think of this as answering the question: "What does being on task look like?"

Business Area #1

• What are they supposed to be spending time doing in this area?
• Break down their responsibilities into as many business areas or sections as is helpful 👍🏻
• 💡 Examples

Success metrics, indicators, and trends for your role

What does success look like? Which trends, indicators, and metrics would you expect them to be looking to improve on their own? What type of results could this person put on their resume for this role? (Use metrics where it makes sense, but qualitative results and trends work here as well.)

You may work with different, more focused KPIs on individual projects, but this section outlines how we look at your role's broad success metrics. Look here if you're unsure of how your overall performance is being assessed by your manager.

• 💡 Examples

Expectations / Desired outcomes

Separate the work outcomes you expect into as many topics, themes, or business areas as you’d like. You can echo the "responsible for" section above for simplicity, or combine those into broader themes. Think of this as answering the question: "What does being on purpose look like?"

These are the core business challenges your role addresses, and how we agree you should approach those problems.

Topic/Theme/Business Area #1

• Describe outcomes rather than tasks or duties here — these will likely change as people gain more competency and skill up, expect to edit this piece of the doc the most regularly.