How you hire, onboard, and build the team. Even as a small consultancy, documenting this early means you scale the culture intentionally instead of accidentally.

Team Overview

Name Role Start Date Focus Areas Notes
Add team members here

Values & Operating Principles

What does your team believe about how work should get done? Write these down — they’re the filter for every hire and every decision.

  1. Value 1 — explain what it means in practice
  2. Value 2 — explain what it means in practice
  3. Value 3 — explain what it means in practice

💡 Good values are opinionated. If the opposite of your value is also reasonable, it’s a real value. "We value quality" is generic. "We’d rather ship less and get it right than ship more and fix it later" is a value.

Open Roles

Track roles you’re hiring for or planning to hire.

Role Priority Status Job Description Notes
Add roles here Draft / Posted / Interviewing / Closed Link

Role Descriptions

Keep a library of role descriptions you’ve used or plan to use.