Management Profile Template: Introduction: How To Use This Template

Management Profile Template
Introduction: How to Use This Template

A management profile is a description of the capabilities (skills and behaviors) and attitudes that an
organization’s managers require to drive the business strategy and lead their team. The management
profile is used for development, hiring, and setting performance expectations. This template allows you to
document your management profile.
To use this template, fill in the blanks indicated by the square brackets and grey text, delete this
introductory text, and delete or change all grey text to black before finalizing and distributing.
Guidance for Developing a Management Profile

Developing a management profile requires the gathering of information on the needs and strategic
priorities of your organization. Conducting interviews and focus groups with key stakeholders is strongly
recommended.
The first step is to understand where your organization sits on the organization lifecycle – this will help
you determine high-level strategies and needs.
 Start-up
o Common organizational characteristics: concept-phase, technical expertise, research and
development, capital requirement, minimal infrastructure.
o Manager capabilities required: innovation, flexibility, creativity and vision, hiring, project
management.
 Growth
o Common organizational characteristics: increasing resources, marketing, sales and revenue
generation, infrastructure takes shape.
o Manager capabilities required: sales and marketing leadership, strategic planning, resource
management, financial acumen, operational management, people management.
 Maturity
o Common organizational characteristics: production mindset, capitalizing on brand,
decreasing/leveling of sales and revenue, renewal required, possible diversification, mature
infrastructure.
o Manager capabilities required: longer term strategic vision and planning, innovation, marketing
leadership, financial management, operational excellence, matrix management.
 Decline
o Common organizational characteristics: end or beginning of transition of company, decreasing
demand in product or service, reengineering required.
o Manager capabilities required: simplification and consolidation, strategic vision and planning,
cross divisional team management.
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Ask the following questions to identify additional management capability needs and gaps:
 What are the biggest challenges facing the organization today?
 What are the key issues facing managers in the future?
 What does the management team need to do differently to succeed?
 What capabilities and attitudes do you think managers need for the future?
 What is the most important ability that managers will need in the next one to two years? Do you
think managers are able to do this today?
 What do you think this organization‘s managers do well and should continue to do?
 What do managers need to stop doing to be more effective?
Management Profile
To create a management profile, logically group the desired management capabilities into themes.
Provide additional descriptive statements to illustrate the capabilities and attitudes in the context of the
organization’s goals. Once complete, validate the profile with key stakeholders.
Profile Example 1:
Strategic Thinking
 Focuses on the most important elements of a situation, and understands benefits and
implications for the longer term.
 Develops strategies that are aligned with business goals.
Sales & Marketing Leadership
 Strong influencer, both internally and externally.
 Understands the organization’s market position and competitive landscape.
Operational Management
 Develops necessary structure and processes while eliminating unnecessary bureaucracy.
 Looks for opportunities to operationalize for efficiencies.
People Management
 Effectively leads teams in ambiguous situations.
 Hires talented employees who can contribute to the company’s future.
 Clearly communicates.
Business Acumen
 Makes good financial judgments and quick decisions.
 Has integrity when making decisions and considers the impact of decisions on the company,
customers, and employees.
Profile Example 2:
Customer Focus
 Understands the customer perspective and looks for ways to exceed expectations.
 Looks for opportunities to connect with customers.
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 Coordinates with other departments to deliver superb customer service and resolve issues
quickly.
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Marketing Leadership
 Understands competitive position and what is required to gain competitive advantage.
 Dedicated to delivering the best possible product to the market.
Team Leadership
 Puts the team before themselves.
 Values the contributions that team members offer.
 Communicates transparently and encourages others to do the same.
 Trusts that intentions of team members and partners are good.
 Resolves conflicts by finding common ground and without personal agendas.
Operational Excellence
 Creates work processes, which eliminate unnecessary layers of hierarchy, without putting the
organization at risk.
 Constantly scans and acts on opportunities to create efficiencies, and keeps the customer
experience at the forefront.
 Seeks input from the employees who do the work.
 Makes decisions with integrity and fiscal responsibility.
Revision History
Version Change Author Date of Change
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Management Profile Template

Introduction: How to Use This Template

Guidance for Developing a Management Profile

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