Worksheet

Role and record map

A table with roles as rows and records as columns: leads, enrolments, batches, attendance, marks, instalments and certificates. Mark one owner for each record and who may only read it. Gaps and double owners show up at once.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Counsellor, Trainer, Accounts: How Work Splits in a Certification Institute”, www.gullysystem.com/blog/how-work-splits-in-a-professional-certification-institute