Employee Role & Commitment Intake Form

This form helps us align on daily roles and commitments to ensure the entire team stays on the same page. Please provide your honest assessment of your responsibilities and how you plan to manage them.

Personal Information

Select Your Name:

Full Name:

Email Address:

Position/Role:

Date:

Daily Roles & Commitments

Describe what you "think" your primary daily roles and commitments are. What do you believe you are responsible for on a day-to-day basis?

How do you envision allocating your time across these roles during a typical workday? (e.g., 50% client work, 30% content creation, 20% team meetings)

Primary Tasks & Focus Areas

List your top 3-5 primary tasks that you believe should take precedence in your daily work. These are the tasks that directly contribute to your core responsibilities and team goals.

Primary Task 1:

Primary Task 2:

Primary Task 3:

Primary Task 4 (Optional):

Primary Task 5 (Optional):

Secondary Goals & When Primary Work is Done

What are your secondary goals or tasks that you would focus on once your primary work is completed, or during periods of lower primary workload?

Secondary Goal 1:

Secondary Goal 2:

Secondary Goal 3 (Optional):

Other Secondary Goals/Activities:

Work Tracking & Communication

How do you currently track your work and progress? (e.g., Asana, Trello, Google Sheets, internal CRM)

How do you plan to report your progress and completed tasks to your team/manager? (e.g., daily stand-ups, weekly reports, project management tool updates)

What kind of support or resources do you need from the team or management to effectively perform your roles and achieve your goals?

Additional Comments

Please provide any additional comments, questions, or concerns regarding your roles, responsibilities, or anything else you'd like to share.

Please complete this form thoroughly. Your input is valuable in ensuring team alignment and success.