# Role, Hiring, and Onboarding Design

Choose one professional role the cooperative expects to hire or redesign within the next year.

## How to use this worksheet

1. Make a working copy.
2. Use fictional, aggregated, de-identified, or expressly authorized information.
3. State assumptions instead of silently filling gaps.
4. Mark questions that need finance, legal, HR, insurance, privacy, technology,
   governance, or district input.


## Role scorecard

| Outcome | Measure | First-year target | Competency | Decision authority | Escalation |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Interview plan

| Question or work sample | Competency tested | Strong evidence | Concern | Score 1–5 |
| --- | --- | --- | --- | --- |
|  |  |  |  |  |

**Notes and decisions**

- 
- 


## Onboarding plan

| Time period | Learning | Relationships | Work product | Manager check-in | Access or safeguard |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Development support

| Likely challenge | Coaching action | Resource | Observation method | Follow-up date |
| --- | --- | --- | --- | --- |
|  |  |  |  |  |

**Notes and decisions**

- 
- 


## Completion check

- [ ] I used evidence or labeled assumptions.
- [ ] Every action, decision, or follow-up has an owner.
- [ ] I identified at least one cross-district implication.
- [ ] I identified at least one financial, legal, compliance, privacy, people, or continuity risk.
- [ ] I removed or protected sensitive information appropriately.

## Information safety

Do not upload personally identifiable student information, protected student records, confidential personnel information, unredacted contracts, credentials, or sensitive financial information to an AI system without explicit authorization. Follow FERPA, IDEA, district policy, employment-confidentiality duties, contractual restrictions, records rules, and approved data-security procedures.