WHO's Really Doing What in Your Firm?
If you had to write down every person's role — their actual role, not the one on their business card — could you do it clearly?
Most firm leaders can't.
Not because they're disorganized, but because no one ever sat down and mapped it out.
That's exactly what this template helps you do.
What It is
The Role and Responsibility Mapping Template gives your leadership team a structured way to think through who sits in which seat — and whether they should be there.
It's a straightforward grid. Your verticals run across the top. Your authority levels run down the side — from Decision Maker to Doer. Then you fill in the names.
What you see when it's done often surprises people.
What You'll Work Through
Once you complete the chart, you'll have a clear picture of:
Whether your people are in the right seats for their skillsets
Who's carrying work that belongs at a different level
Where leadership capacity is stretched too thin
Which roles have quietly shifted over time — sometimes without anyone noticing, and certainly without a pay adjustment to match
Who might be ready for a promotion, and who may be misaligned with what their job description actually says
There's also a dedicated section for each team member to flag responsibilities they'd like to pass down. That alone tends to open up conversations that are long overdue.
WHO This is for
This template is for firm leaders who are making real decisions about their team — or who know they need to start. If you're navigating a staffing change, thinking through an org structure, or just feeling like things are a little blurry in terms of who owns what, this gives you a place to start putting it on paper.
Download the Role and Responsibility Charting Template and See Your Org Structure for What It Actually is.
© Copyright 2026 | All Rights Reserved My Virtual COO | Terms & Conditions