Define the Role Before Posting
Clarify the business outcome, responsibilities, schedule, qualifications, measures, and manager before recruiting begins.
Open resource →PEOPLE OPERATING GUIDES // 20 ORIGINAL RESOURCES
Hiring, Onboarding & Team Leadership
Structured resources for defining roles, interviewing, onboarding, coaching, training, performance, retention, and leadership transitions.
Service Technician Job Description
Write a technician role around safe service, diagnostics, communication, documentation, and complete job handoff.
Open resource →Dispatcher Job Description
Define dispatch as an operating-control role connecting customers, technicians, schedules, information, and exceptions.
Open resource →Interview Scorecard
Use the same evidence-based criteria for every candidate instead of relying on general impressions.
Open resource →Structured Phone Screen
Confirm basic fit, expectations, availability, credentials, and communication before a full interview.
Open resource →Reference and Credential Verification
Verify licenses, certifications, driving eligibility, employment claims, and references through an approved process.
Open resource →Practical Skills Assessment
Evaluate job-relevant thinking, tool use, documentation, and communication in a controlled, fair exercise.
Open resource →Offer and First-Week Preparation
Turn an accepted offer into a ready first day with clear terms, access, equipment, training, and manager ownership.
Open resource →30-Day Technician Onboarding
Sequence company standards, safety, systems, ride-alongs, supervised work, and readiness checks before independent dispatch.
Open resource →Dispatcher Onboarding
Train dispatchers on intake, priorities, service areas, technician capabilities, customer promises, and exception handling.
Open resource →Office-to-Field Communication Standard
Create one standard for urgent messages, job updates, questions, approvals, and customer commitments.
Open resource →Daily Operations Huddle
Run a brief meeting around safety, staffing, schedule risk, parts, customer commitments, and exceptions.
Open resource →One-on-One Coaching
Use regular manager conversations for performance, workload, development, obstacles, and commitments.
Open resource →Ride-Along Evaluation
Observe preparation, safety, diagnostics, communication, property care, documentation, and closeout in context.
Open resource →Technician Skills Matrix
Map verified capabilities by task, equipment, qualification, and supervision level for dispatch and development.
Open resource →Performance Improvement Process
Address a documented performance gap with clear expectations, support, measures, timing, and consequences.
Open resource →Recognition and Retention Routine
Recognize useful behaviors and understand retention risks before strong employees decide to leave.
Open resource →Annual Training Calendar
Plan required, seasonal, technical, customer, safety, and leadership training around operating demand.
Open resource →Supervisor Transition Plan
Move a strong individual contributor into leadership with defined authority, training, workload, and support.
Open resource →Offboarding and Knowledge Transfer
Protect customers, access, property, equipment, records, and unfinished work when an employee leaves.
Open resource →No resources match that search.