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Canva toolkit / 1 page / US Letter

Role Brief

Agree on the purpose of a role, the decisions it covers, who can help and the first action to take.

First page of the Role Brief design

Before the work begins

Make the responsibilities clear.

Use this one-page brief together before someone takes on a role, or when its scope changes. Write down what the role is for and agree where its decisions begin and end.

Setting
School, campus or community
Useful when
Starting a role or reviewing responsibilities
Resource type
Canva toolkit

Fill it in together

Agree on four things.

  1. Name the purpose. What is this role here to do?
  2. Set the responsibilities and decisions. What can you decide, and what needs approval?
  3. Identify people and support. Who is affected, who should be involved and who can help?
  4. Choose a first action. Give it an owner and a date.

Keep the work easy to pick up.

When responsibilities change or someone takes over, update the brief and prepare a handover together.