Staffing Plan

Staff Organizational Charts

& Job Descriptions

Staffing Plan Section

What is this section of your business plan?Where you explain…What staff you will hire in order to operate your business and serve your customers/clientsWhat roles your staff will play and how they will work together

Staff Roles

Staff Roles

Leadership Staff

Management Staff

Direct Service Staff

• Customer Service & Sales

• Product Creation

• Service Design

responsible for making decisions about how the business is run

responsible for managing the staff who deliver your product/service

responsible for delivering your product and/or service to the customer/client

• interact directly with customers/clients to sell product or provide service

• plan/create/design/troubleshoot product

• plan/create/deliver/troubleshoot service

Staff Roles

Operations Support Staff

– Finance

– Administrative

– Human Resources

– Information Technology

Communications Staff

Development Staff

responsible for the logistics of running a business

• responsible managing money (i.e. budget & employee payroll)

• responsible for managing administrative tasks (i.e. reception, scheduling, filing, ect.)

• responsible for managing staffing (i.e. hiring, firing & providing employee resources)

• responsible for managing technology (i.e. computer & equipment issues)

responsible for publicizing your business

responsible for raising money (i.e. grant writing and fundraising)

Staff Organizational Chart

For-Profit Example

Staff Organizational Chart

Non-Profit Example

Fenway High School’s Staffing Chart - Omg

Fenway High School’s Staffing Chart - Phx

Job Description:4 Key Elements

1. Job Title: name of the position– Accurately reflects the work performed– Corresponds to similar jobs in the industry

2. Job Summary: overview of the position– Describes the primary purpose of the role– Outlines the basic functions of the job– Ranges from 1 sentence to 1-2 paragraphs

3. Key Responsibilities/Duties: list of main functions– Highlights key functions the performed – Include only high-level responsibilities (not minor tasks)– Bulleted statements starting with an action verb

4. Minimum Job Requirements: list of qualifications– Explains minimum knowledge, skills, abilities necessary– Include: education, previous experience, skills, & licensure

Job Description: Tips

1. Job Title:– Keep it simple and similar to positions within the same

industry

2. Job Summary:– Keep it broad so the reader can understand the main

purpose of the role without going into too much detail about specific responsibilities

3. Key Responsibilities/Duties:– Arrange responsibilities in a logical order (most important

first or in the order they happen)

4. Minimum Job Requirements:– List only those required to do the job, not ideal qualifications

you’re looking for

Group Work: Staffing Plan1. As a group, brainstorm types of staff your business will need to

accomplish its mission using pg. 5– If you plan to grow in years 2 & 3 and will need more staff, list new

employees on pg 6– Save salary research for homework

2. As a group, brainstorm job descriptions for each staff role you need using pg. 9-10– If you have more than 4 employees, have each teammate draft a

few within their workbook– Use internet to research job titles used for positions with similar

responsibilities– Save salary research for homework

3. As a group, outline how your staff will be organized using pg. 11-12– Use horizontal and vertical lines to show relationship between staff

4. As a group, brainstorm staff salaries for each position– Decide if you will pay them an annual salary or an hourly rate– Use internet to research competitive salary rates for similar

positions