The role scorecard

A role scorecard is a 1-page document defining exactly what success in the seat looks like. Objective. Measurable. 3-5 outcomes. If you can't write one, you're not ready to hire, and anyone you hire will be set up to fail.

The core insight

Most job descriptions list responsibilities ("manage the team, drive results, own the pipeline"). Those are activities, not outcomes. Scorecards describe outcomes, what the person will have produced by month 12.

The template

ROLE: [Title]
REPORTS TO: [Manager]
START DATE: [Date]

MISSION (1-2 sentences):
Why this seat exists. What it's for.

OUTCOMES (3-5, specific + measurable):
1. [By when]. [what specifically, with number]
2. [By when]. [what specifically, with number]
3. [By when]. [what specifically, with number]
4. (optional)
5. (optional)

COMPETENCIES (5-8, behavioral):
- [Behavior X the person must exhibit]
- [Behavior Y the person must exhibit]
- ...

CULTURAL FIT (3-5):
- [Our values they must embody]
- ...

DEAL-BREAKERS:
- [Things that would make us pass regardless of skill]

Outcomes, the heart

Bad outcome

"Grow the sales team." (Not measurable. Not time-bound.)

Better

"Within 9 months, grow the team from 3 to 8 quota-carrying reps, maintaining >80% attainment."

Best

"By month 12, the sales team has 8 quota-carriers producing $200K/month in new ARR, with <10% first-year churn."

Notice: measurable, time-bound, tied to business outcome.

3-5 outcomes is the magic number

Competencies

Specific behaviors the person needs to demonstrate. Not skills/knowledge (those are trainable), behavioral patterns.

During interviews, you're testing for these, not just for answers to skill questions.

Cultural fit

Specific, not vague. "Must love dogs" isn't culture. "Must default to writing" (for a memo-culture company) or "must be comfortable with radical candor" are cultural fit filters.

Deal-breakers

Upfront honesty about things that would make you pass. Examples:

Saves weeks of mutual time.

Process

  1. Hiring manager drafts (15-30 min)
  2. Team review (30 min), does this match reality?
  3. CEO/exec review for senior roles
  4. Lock before posting

How to use the scorecard

In sourcing

The outcomes become your sourcing filter. If the candidate's last role didn't hit similar outcomes, they probably can't hit yours.

In interviews

Every question maps to an outcome or competency. "Outcome 1 is $200K/month ARR by month 12, walk me through how you'd approach the first 90 days."

In the offer

Share the scorecard with the finalist. "Here's exactly what success looks like. Any concerns before you sign?" Aligns expectations from day one.

In onboarding

First 1:1 starts with the scorecard. "Does this match what you understood the role to be? Anything missing?"

In performance reviews

Scorecard IS the review. "At month 3/6/12, here's how you're tracking against the outcomes we set." Less subjective. Less fighting.

Why most companies skip this

Every reason is actually a benefit.

Real example. Sales Leader scorecard

ROLE: Head of Sales
REPORTS TO: CEO
START: Q2 2026

MISSION: Build the sales org that takes us from $500K to $5M ARR in 18 months.

OUTCOMES:
1. By month 3, hire + onboard 2 AEs with validated pipeline
2. By month 6, team runs at 80%+ quota attainment
3. By month 9. $1.5M ARR closed (from $500K baseline)
4. By month 12, sales org of 6 producing predictable $200K/mo
5. By month 18. $5M ARR, repeatable playbook, 2 managers coaching directly

COMPETENCIES:
- Has built a sales team from <5 to >15 before
- Comfortable running process + pipeline reviews weekly
- Coaches reps directly, joins calls, runs role-plays
- Writes the playbook as the team scales
- Data-literate; uses CRM pipeline data daily

FIT:
- Comfortable with radical candor
- Writing-first communicator

DEAL-BREAKERS:
- Won't relocate to NYC HQ
- Doesn't want to be hands-on in first 90 days