1. Staffing Plan Staff Organizational Charts & Job Descriptions

2. 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/clients  What roles your staff will play and how they will work together

3. Staff Roles LeadershipManagement External Direct Service Staff Internal Org. Support Staff

4. 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

5. 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)

6. Staff Organizational Chart For-Profit Example CEO Product Sales Manager Customer Service Representative Public Relations Manager Publicist Finance Manager Accountant HR ManagerIT Manager Assistant

7. Staff Organizational Chart Non-Profit Example Executive Director Program A Manager Program A Assistant Program B Manager Program B Assistant Finance & Development Manager Finance & Development Assistant HR ManagerIT Manager Assistant

8. Fenway High School’s Staffing Chart - Omg Ms. Kemp, Head of School Mr. Brill, Asst. Head of School Mr. Hammitte, Omg House Coordinator & Humanities Teacher Mr. Ohvware, Omg Math Teacher Ms. Walton, Omg Science Teacher & Co- Advisor Ms. Downey Omg Student Support Counselor Ms. LeFevre, Ventures Teacher Ms. Castillo Spanish Teacher Mr. Avila, PE Teacher Mr. Rivera, Tech Support Intern Ms. Payton, School Secretary

9. Fenway High School’s Staffing Chart - Phx Ms. Kemp, Head of School Mr. Brill, Asst. Head of School Ms. Sahadeo, Phx House Coordinator & Humanities Teacher Mr. Ohvware, Phx Math Teacher Ms. Pastick, Phx Science Teacher Ms. Costache, Phx Co-Advisor Ms. Connolly, Phx Student Support Counselor Ms. LeFevre, Ventures Teacher Ms. Vanvorhis, Spanish Teacher Mr. Avila, PE Teacher Mr. Rivera, Tech Support Intern Ms. Payton, School Secretary

10. 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

11. 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

12. Group Work: Staffing Plan 1.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