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How to write Job Descriptions and Role Profiles - Creative Leadership

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<strong>How</strong> <strong>to</strong> <strong>write</strong> <strong>Job</strong> <strong>Descriptions</strong> <strong>and</strong> <strong>Role</strong><br />

<strong>Profiles</strong><br />

Before any job is recruited for or advertised it is essential <strong>to</strong> identify what exactly the<br />

need is, what skills <strong>and</strong> behaviours are required for an individual <strong>to</strong> be successful in<br />

the role <strong>and</strong> what you can afford. In the initial stages you need <strong>to</strong> check that the<br />

potential need is an actual need <strong>and</strong> then produce/update the job description or role<br />

profile if there isn’t already one in place.<br />

Is there a need?<br />

Recruitment can be a costly activity; therefore it is essential that you ensure that you<br />

are channelling this activity effectively <strong>and</strong> not over-resourcing. This can be<br />

established by asking some basic questions:-<br />

★ Has the need arisen by someone leaving?<br />

★ Has the role changed? Has it been influenced by new products, services or<br />

changes in technology?<br />

★ Have work patterns changed?<br />

★ Has an exit interview been conducted? This could highlight important points<br />

about the potential vacancy.<br />

★ Could the role be broken down <strong>and</strong> key tasks distributed among the team?<br />

★ Is it a new role?<br />

★ Does it fit in with budget?<br />

★ Will it be cost-effective? Do the benefits justify the expense?<br />

★ Should it be full-time, part-time or contract?<br />

★ Could the work be distributed among the current team? Can individuals be<br />

trained? Could technology make an impact? Could shift patterns be<br />

altered?<br />

Once you have established that there is a specific need, the next stage is <strong>to</strong> update<br />

the current <strong>Role</strong> Profile <strong>and</strong>/or produce a new one if necessary.<br />

<strong>Role</strong> <strong>Profiles</strong>/<strong>Job</strong> Description?<br />

The term "<strong>Role</strong> Profile" is a blend of both a <strong>Job</strong> Description <strong>and</strong> a Person<br />

Specification or outline of the type of person who would fit the role. <strong>Role</strong> <strong>Profiles</strong> are<br />

simple documents which demonstrate clearly the relationship between specific<br />

activities/tasks <strong>and</strong> the personal attributes required <strong>to</strong> undertake them. In short it<br />

describes a job, <strong>and</strong> the personal qualities required <strong>to</strong> do that job well.


The job is usually described in terms of the purpose, responsibilities <strong>and</strong> key<br />

deliverables of the job, <strong>and</strong> the personal qualities required are described in terms of<br />

the knowledge, skills <strong>and</strong> behaviours that are necessary <strong>to</strong> perform the job well.<br />

<strong>Role</strong> <strong>Profiles</strong> provide clarity (both <strong>to</strong> those doing the job <strong>and</strong> <strong>to</strong> managers) on what is<br />

expected from people doing the role. They focus people's attention on the key fac<strong>to</strong>rs<br />

required <strong>to</strong> deliver results. They provide information that enables:<br />

★ A much clearer underst<strong>and</strong>ing of what the role holder is being asked <strong>to</strong> do.<br />

★ More effective appraisal, against a clear benchmark.<br />

★ More effective recruitment, against clearly specified requirements linked <strong>to</strong><br />

business objectives.<br />

★ More effective development of people, focussing learning on the areas that<br />

will bring most business benefit.<br />

★ More effective promotion <strong>and</strong> career development, where people can see<br />

what they need <strong>to</strong> do <strong>to</strong> fulfil a future role, <strong>and</strong> in turn the organisation can<br />

assess people's capability more accurately.<br />

Key benefits businesses gain from using <strong>Role</strong> <strong>Profiles</strong> as opposed <strong>to</strong> <strong>Job</strong><br />

<strong>Descriptions</strong> include:<br />

★ Increased effectiveness from jobholders who are more focussed on what<br />

success looks like in their role.<br />

★ Reduced recruitment <strong>and</strong> retention costs, with people better matched <strong>to</strong><br />

role requirements.<br />

★ Reduced training <strong>and</strong> developments costs, with learning targeted on<br />

activities with defined business benefit.<br />

★ More successful promotion decisions.<br />

★ Fairer, simpler <strong>and</strong> more transparent grading structures.<br />

Producing a <strong>Role</strong> Profile<br />

If you need <strong>to</strong> produce a new <strong>Role</strong> Profile, it should be clear, concise <strong>and</strong> include the<br />

following:<br />

<strong>Job</strong> Description<br />

<strong>Job</strong> title<br />

Reporting line<br />

<strong>Job</strong> purpose<br />

Key accountabilities<br />

A named role <strong>and</strong> location. The job title should<br />

communicate the function <strong>and</strong> status of the job.<br />

The person <strong>to</strong> whom the individual will be<br />

reporting. It is important that this is clarified<br />

particularly where there may be more than one<br />

reporting line for different issues.<br />

A simple statement <strong>to</strong> identify clearly the<br />

objective of the job.<br />

This details what actually needs <strong>to</strong> be done. The<br />

duties <strong>and</strong> expected outcomes.<br />

Knowledge/experience/skills This section is used <strong>to</strong> identify the overall<br />

expertise needed <strong>to</strong> perform the job <strong>to</strong> the<br />

required st<strong>and</strong>ards for example:<br />

Knowledge of specific procedures (e.g. computer<br />

systems <strong>and</strong> software for an IT programmer)<br />

Experience in working with Microsoft packages<br />

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The skills <strong>to</strong> apply computer knowledge, skills <strong>to</strong><br />

work as part of a team<br />

Person Specification<br />

Qualifications Academic/vocational/professional. Outline the<br />

minimum requirement for the jobholder <strong>and</strong> what<br />

is ideal.<br />

Work Experience The amount of experience in a specific<br />

environment at a specific level<br />

Knowledge<br />

Specific background/essential knowledge needed<br />

<strong>to</strong> do the job i.e. working practices<br />

Skills/Abilities<br />

Skills <strong>and</strong> abilities required that are specific <strong>to</strong> the<br />

role i.e. numerical/verbal/communication It is<br />

recommended <strong>to</strong> identify a minimum level of skill<br />

<strong>and</strong> also a maximum level of skill <strong>to</strong> indicate<br />

development<br />

Personality/Motivation What motivates the c<strong>and</strong>idate is the role likely <strong>to</strong><br />

restrict someone who enjoys working with people<br />

if it is one which has limited contact with others.<br />

Circumstances<br />

Availability/mobility i.e. is the c<strong>and</strong>idate able <strong>to</strong><br />

work the hours required, or can they travel <strong>to</strong> the<br />

work location.<br />

Competencies/Behaviours A description of which core competencies are<br />

required for the job<br />

It is also useful <strong>to</strong> identify:<br />

★ The essential criteria (skills, experience, attributes) which must be available<br />

<strong>to</strong> undertake the job<br />

★ The desirable criteria (other abilities, attributes, further experience), that<br />

would enhance the quality of the c<strong>and</strong>idates.<br />

This should outline your 'ideal' c<strong>and</strong>idate for the vacancy. C<strong>and</strong>idates who don't have<br />

the essential criteria should be rejected at application stage. While the desirable<br />

criteria are not essential, they may enhance the quality of the c<strong>and</strong>idate <strong>and</strong> this may<br />

be useful if you have a number of good c<strong>and</strong>idates.<br />

You should ensure that c<strong>and</strong>idates meet the benchmark in the competency based<br />

assessment when you shortlist, <strong>and</strong> that you can evidence objective recruitment<br />

decisions have been made.<br />

Attached is a suggested template <strong>to</strong> help facilitate your new role profile.<br />

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<strong>Role</strong> Profile Template<br />

<strong>Job</strong> Title:<br />

Reports To:<br />

XXXXXXX<br />

<strong>Job</strong> Title of Line Manager<br />

1. <strong>Job</strong> Purpose<br />

A brief 1 <strong>to</strong> 2 sentence summary of the primary reason why this job exists.<br />

2. Principal Accountabilities<br />

Aim <strong>to</strong> describe around 10 Principal Accountabilities, although some jobs may have<br />

less <strong>and</strong> others more, but avoid listing every single activity. The description should be<br />

generic for any broad role which covers a number of jobholders e.g. Manager,<br />

Adviser etc<br />

Detail the most important aspects of the role spelling out:<br />

★ Responsibilities – what does the jobholder do?<br />

★ Accountabilities –what decisions does the jobholder make?<br />

Start with an active verb, e.g.<br />

★ Manages a team of 4 people <strong>to</strong> ensure....<br />

★ Develops new methods of....<br />

★ Coaches people <strong>to</strong> ensure that they have the capability <strong>to</strong>...<br />

★ Responds <strong>to</strong> telephone calls in a professional manner <strong>and</strong> ensures that .....<br />

It may also be useful <strong>to</strong> have a general accountability, which lends scope for new<br />

tasks e.g.<br />

★ Executes additional tasks in order <strong>to</strong> meet departmental project-related or<br />

development <strong>and</strong> change objectives.<br />

3. Knowledge/Experience/Skills<br />

Consider the qualifications / specific knowledge / type of experience / skills/ type of<br />

behaviours <strong>and</strong> attributes a person may be required <strong>to</strong> possess in order <strong>to</strong> carry out<br />

the job.<br />

a) Knowledge<br />

★ Academic level of qualification required – is an academic level essential?<br />

★ Professional level of qualification required – is there a relevant<br />

qualification?<br />

★ is it essential or desirable?<br />

★ What specific knowledge is required? E.g. knowledge of European family<br />

law<br />

b) Experience<br />

This should include an element of time spent <strong>to</strong> gain the experience – therefore<br />

consider:<br />

★ experience in specific<br />

environments<br />

★ of specific <strong>to</strong>ols<br />

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★ of specific techniques<br />

★ of specific practices<br />

★ of specific exposures<br />

Page 4


e.g. From a Retail background with 3 years’ cus<strong>to</strong>mer service experience including<br />

one year at team manager or supervisory level<br />

c) Skills<br />

Consider the skills or abilities that are required <strong>to</strong> do the job e.g.<br />

★ Working knowledge of Excel<br />

★ Has attention <strong>to</strong> detail<br />

★ High level of numeracy<br />

★ Can “think on feet”<br />

★ Communication skills<br />

★ Can assimilate data<br />

including written <strong>and</strong><br />

presentational<br />

d) Attributes <strong>and</strong> Behaviours<br />

Consider the behaviours / attributes or competencies required <strong>to</strong> carry out the role<br />

e.g. in Team Work:<br />

★ Develops <strong>and</strong> maintains positive working relationships with others<br />

★ Shares ideas <strong>and</strong> information<br />

★ Assists colleagues unprompted<br />

★ Takes pride in the achievement of team objectives<br />

Other elements may include eg<br />

★ Has credibility with peers <strong>and</strong> senior managers<br />

★ Self motivated – driven <strong>to</strong> achieve results<br />

★ High cus<strong>to</strong>mer service ethic – is passionate about meeting cus<strong>to</strong>mer<br />

★ expectations <strong>and</strong> improving service levels.<br />

★ Keeps pace with change – acquires knowledge/skills as the business<br />

develops<br />

4. Context<br />

Explain the context of the role if it is<br />

★ a new role<br />

★ a change <strong>to</strong> the role<br />

Put in<strong>to</strong> context how this role fits in<strong>to</strong> the department/company<br />

Detail the complexity of the role, commenting on impact of role <strong>and</strong> highlighting any<br />

statistical supporting data, e.g.: budgets, numbers of staff, numbers of sites

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