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AI-Powered Remote Team Playbook

22 editable templates, checklists and guides for hiring, onboarding and running a small remote team that works with AI.

What It Is

A downloadable pack of 22 files: 14 Word documents, 3 Excel workbooks and 5 PDFs. Each file explains how to use it, and the Word and Excel files have brackets or yellow cells for you to fill in and edit. It covers hiring, onboarding, running a remote team week to week, using AI at work, and handling underperformance and offboarding.

It is a set of files to download, not a video course, and it does not carry CPD.

Book a Call to get the playbook, or to talk about using it with a team. If you would rather write to us, send a message on the contact page.

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Hiring

7 files

01
Role Scorecard Word
Define a role by its mission, measurable outcomes, competencies and “anti-requirements” before writing the job post.
02
Job Post Templates ×3 Word
Job post templates for a developer, a designer and a virtual assistant, built from the scorecard.
03
Async Screening Question Bank Excel
40 written screening questions with a 0–2 scoring guide and a candidate scoring sheet.
04
Structured Interview Kit Word
A 45-minute interview script with questions scored 1–4 and what to listen for.
05
Paid Test-Task Briefs ×3 Word
Paid, time-boxed test tasks for a developer, a designer and a virtual assistant, with scoring rubrics.
06
Offer and Contractor Checklist Word
An offer message template and a must-have checklist for contractor agreements (not legal advice).
22
Where to Hire Guide Word
Which hiring platforms to use for which need, and the case for long-term hires working with AI.

Onboarding

4 files

07
30-60-90 Onboarding Plan Excel
A per-hire onboarding workbook with goals and status for days 30, 60 and 90.
08
Day-One Checklist PDF
What the manager sets up the week before, and the day-one morning and afternoon checklist.
09
Team Handbook Skeleton Word
A “How We Work” handbook outline: communication, how work happens, decisions, money and time, AI at work.
10
Tool-Stack Setup Guide PDF
A five-tool pattern for a 2–10 person remote team (chat, docs, tasks, async video, passwords) and async-friendly settings.

Running the Team

5 files

11
Weekly Async Check-in Word
A written weekly update that replaces the Monday status meeting.
12
Meeting Operating System Word
Which meetings to keep, who attends, agendas, and rules for everything else.
13
One-on-One Template Word
A running 1:1 doc structure with a bank of questions to rotate.
14
Decision Log Excel
A spreadsheet to record who decided what, why, and when to revisit it.
21
Remote Org Chart Word
Remote company structures by stage, from founder plus first hires to 10–25 people.

Working with AI