The Team Playbook: Roles and Profiles


Over the last few weeks, we’ve built the framework for a team playbook.

This week, we finish the foundation by answering two questions every healthy team needs to know:

  • Who does what?
  • Who are we as a team?

Section 1: Who Does What (and Where it Matters Most)

This part of the playbook is simple but powerful.

In its simplest form, it’s simply a table that lists the team member’s name, their title or role, and their high level duties as they relate to:

  • The team’s main goal
  • The define objectives
  • The standard operating objectives

Try to think of it as a focus map instead of a job description. It should make ownership clear, show intentional overlaps, and help identify gaps.

If someone asks, “Who owns this?” the answer should be in the playbook.

Section 2: Team Member Profiles

The next section goes deeper but stays practical.

This is where you document how each person naturally shows up to work.

Again, in its simplest form, it’s a table.

For each team member capture:

Optionally, you can include each person's Working Genius and MBTI if you use those.

This section is all about understanding:

  • Where people bring energy.
  • Where they tend to be drained.
  • How different strengths complement each other.
  • Why friction sometimes shows up and how to reduce it.

Healthy teams don’t pretend everyone works the same way. They design around differences.

When done well, these sections can change conversations.

Instead of asking:

  • Why does this always fall on me?
  • Why don’t they see what I see?
  • Why is this so hard for them?

Teams start saying:

  • This fits my strengths.
  • That’s their lane.
  • Let’s pair these two people together.

Clarity replaces assumptions and empathy is easier.

Next week, we will talk about how to use the playbook and turn it into:

  • Weekly scorecards
  • Meaningful check-ins
  • Progress without micromanagement

PS: If you’d like a free, simple, structured team exercise to identify strengths, working styles, and growth areas that you can use for these playbook sections, reply to this email and I’ll send you our short Team Profile Mapping Guide.

Perry Myers
The Outlier Team

The Outlier Team

We help small businesses with technology, strategy, and leadership and have a passion for sharing what we have learned. Subscribe to our newsletter to get helpful weekly content.

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