Leadership Clarity Tool · E+E Consulting

Role Clarity Document

Share this with your new boss in the first 30 days

1
What I Own
2
Partnerships
3
Out of Scope
4
Stakeholders
5
Decisions
6
Review
What I Own
Responsibilities where I have direct authority and accountability
Example
Budget decisions, team performance, strategic direction for X function
How To Use This Document
1
Fill this out before your first 30 days with a new boss
2
Send it 24 hours before your alignment meeting
3
Walk through it together and get confirmation on each section
This prevents months of "I didn't know that was your job" conversations
Step 1 of 6
What I Partner On
Shared responsibilities requiring cross-functional alignment
Example
Joint initiatives with [team], shared deliverables, cross-functional projects
Step 2 of 6
What's Outside My Scope
Responsibilities owned by other teams or functions
Examples
Operations decisions, technical architecture, product roadmap
This prevents "I thought you handled that" conversations later
Step 3 of 6
Key Stakeholders
People I work with regularly and why they matter
Name / Role Department Why They Matter
Step 4 of 6
My Decision-Making Framework
How I decide what to own vs. what to escalate
✓  I Decide Independently ↑  I Escalate When
Examples
I Decide: Hiring decisions under $X, tactical execution choices, team processes
I Escalate: Budget changes over $X, strategic direction shifts, cross-functional conflicts
Step 5 of 6
Complete Document

Review & Share

Everything looks good? Print or save as PDF to share with your manager.

Step 6 of 6