Describe a typical working week
Choose the recurring production work you need covered. For CAD, that could be drawing revisions, plans and details, or sheet preparation. For Revit, it could be model updates, views and sheets, or families and schedules.
Name the discipline and project types that matter. If coordination is part of the role, say what the person will coordinate, which tools they will use and who makes the technical decisions.
Leave uncertain requirements marked for discussion. Your brief is a starting point; Across Clocks helps refine it with you. You do not need to write a complete job description before contacting us.
Separate requirements from preferences
Use must-have for capabilities needed at the start. Use trainable for office-specific conventions your team can teach. Record a dealbreaker when a requirement would make the arrangement unworkable.
For example, experience with your primary software may be essential; your firm's title-block convention may be trainable. Required working-hour overlap may be a dealbreaker. These are examples for discussion, not universal screening rules.
Choose the level of independence
- Level
- Guided support
- Working arrangement
- Receives clear task instructions and regular review
- Level
- Reliable execution
- Working arrangement
- Owns defined production tasks with agreed checks and escalation
- Level
- Independent ownership
- Working arrangement
- Identifies issues and moves agreed work forward within the role's authority
Experience and independence are related questions, but they are not identical. State the decisions the professional can make and the points that require your team's approval.
Agree the setup and review responsibilities
Identify the hours, working-day overlap and communication needs. Record the model/files, software access and standards your team will share. Confirm who assigns tasks and reviews work.
The client directs professional work. Across Clocks supports recruitment, setup, workflow alignment and the first 90 days. Software licensing, access and confidentiality arrangements need agreement; this template does not settle those terms.
Two examples of a focused role brief
These examples show how to describe scope. They are illustrative, not client case studies or current vacancies.
AutoCAD drawing updates
Recurring work: Update existing DWG plans and details from marked-up drawings; prepare sheets using the firm's standards.
Must-have: Relevant AutoCAD production experience and a clear method for checking revisions. Trainable: The firm's layer and title-block conventions.
Ownership: Reliable execution of assigned updates. The firm's reviewer approves technical decisions and final output.
Evidence to discuss: A relevant sheet, the individual's contribution and a redline/revision assessment aligned with the role.
Revit model and sheet production
Recurring work: Update an existing model from the team's direction and maintain associated views, annotations and sheets.
Must-have: Relevant Revit model/documentation experience. Trainable: The firm's templates and agreed model conventions.
Ownership: Defined production tasks, with technical review by the firm's model/project lead. Coordination responsibilities are specified separately if required.
Evidence to discuss: Role-relevant Revit work and an explanation or practical assessment of the model-to-sheet workflow. AutoCAD samples alone are insufficient.
For either role, add your project types, software version, required overlap and review checkpoints. If both tools matter, identify the primary workload and the secondary tasks.
Copy this hiring brief
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Complete the rest of your brief
Use the template below internally. Keep confidential drawings, credentials and applicant information out of a public inquiry message.
1. Firm and production context
2. Work the professional will own
3. Software and working environment
4. Screening requirements
5. Ownership and review
6. Schedule and communication
7. First tasks and open questions
Check that the brief is ready for discussion
You should be able to name the recurring work, primary software, must-have skills and person who reviews the output. Mark unknowns clearly. If every task requires independent ownership but your team expects a guided support role, resolve that mismatch together.
Bring the brief to your hiring consultation
Across Clocks uses the agreed role to guide sourcing, screening, practical assessment and structured interviews. Before choosing, review the finalists' Candidate Decision Packages and discuss the questions still open.
Bring what you have, including the unresolved questions. We will help clarify the responsibilities, screening requirements and working setup before recruitment proceeds. The brief does not promise candidate availability, a price or a hiring timeline.