Positions

The Positions screen in LeadFirst.ai allows users to create position templates for any or all of a company’s current positions. Position templates serve as a foundation for defining roles within the organization. Follow the steps below to create and manage position templates:

Creating a Position Template

1. Access the Positions Screen:
   • Navigate to the Positions section within LeadFirst.ai.
   • Click the blue-plus icon located in the upper-right corner to create a new position.
2. Name the Position:
   • In the New Position screen, provide a descriptive name for the position template.
   • Choose a name that reflects the role or job title associated with the position.
3. Add a Description:
   • Enter a brief description of the position.
   • This description should help other users understand the responsibilities, qualifications, and purpose of the position.
   • Be concise but informative.
4. Select a Position Plan Template:
   • Associate the position template with an existing position plan template.
   • Position plan templates define the ongoing responsibilities (MORs), projects, and expectations for individuals in a specific role.
   • Choose a relevant plan template from the available options.
   • The default option is Individual Plan.

Applying Position Templates

• When creating a new user account within LeadFirst.ai, the system automatically assigns the basic Individual Plan template to a user with no position defined.
• When you assign a position to a user....
  • LeadFirst.ai identifies the associated position template (e.g., “Sales Manager Template”).
  • The user receives a personalized plan based on the predefined projects and goals outlined in the position plan template.
  • This ensures consistency and alignment across the organization.

Best Practices

• Keep position templates up to date:
  • Regularly review and update position templates to reflect any changes in roles, responsibilities, or organizational structure.
  • Ensure that descriptions accurately represent the position’s purpose.
• Customize as needed:
  • While position templates provide a standard framework, feel free to customize individual plans for specific users.
  • Adjust goals, tasks, and expectations based on unique circumstances.