Create one approved plan per role. This blank template defines the questions to answer; its examples are not approved criteria for any role. Replace or remove bracketed fields before use. Store completed plans in the role’s restricted workspace, not in the kit repository.

Role and approval

• Role title: [exact title]
• Team and hiring manager: [team / owner]
• Plan owner and approval date: [owner / date]
• Location, working hours, travel and in-person requirements: [confirmed requirements]
• Approved compensation range and basis: [base salary or total cash / currency / location]
• Canonical role record, application source and candidate database: [verified links]

Scope of responsibilities

What will this person do?

• Daily responsibilities: [work]
• Occasional responsibilities: [work]
• People and teams they will work with: [relationships]
• Work currently done by the team they will take over: [work]
• New work they will introduce: [work]
• Tasks, decisions and KPIs they will own: [ownership]
• What makes the role successful: [observable outcomes]
• Expected accomplishments at 30, 60 and 90 days: [outcomes]
• Individual contributor or manager: [scope]

Shape of candidate