Creating Scale: Playbooks Drive Employee Accountability and Improve Daily Performance

Playbooks are informative instruction manuals for employees that create scale in a business by improving new employee onboarding success rates and by ensuring that employees daily activities are aligned with a firm’s objectives.    

An effective Playbook ensures accountability of daily performance by providing a framework for onboarding, training, coaching, employee discipline and incentives.

An effective Playbook includes:

• The employee’s objectives and metrics.
• The approach, programs, and activities that will enable the employee to meet their near and long‐term activity and results goals.
• Clear how-to instructions for team members to  support the financial objectives of the company through their daily activities.
• Methodology for the functional aspect (sales, manufacturing, customer service, etc.) of the business model that pertains to the employee.
• Narrative and descriptive text as well as images, visuals, audio, assessments, checklists, and evaluation tests as needed.

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