Do You Have the Right People in Your Organization?
A practical way to evaluate whether each team member is the Right Person, in the Right Seat, and delivering the performance the role requires.
Successful organizations are built on more than just great ideas and strong leadership. They thrive when the right people are in the right positions. But how can you truly know if you've got the right team in place? It's not as simple as evaluating performance alone. To truly assess whether your team members are positioned to drive your organization's long-term success, consider three essential areas: whether they're the Right Person, if they're in the Right Seat, and how effectively they're performing.
At Orca Advisor, we bring these three questions together as the Right Fit framework: Right Person, Right Seat, and Performance.
Identifying the Right Person
Finding the right person isn't solely about skills and experience. It goes deeper: are they genuinely aligned with your organization's culture and mission? Are they enthusiastic about their role and eager to contribute?
Start by looking at your core behaviors, those observable, actionable ways your team demonstrates your organization's values every day. Ask yourself: does this person consistently embody these behaviors? Would you proudly hold them up as a model of your core values to others?
Also crucial is organizational alignment. Employees should clearly believe in your organization's purpose, naturally fit into your culture, understand precisely how their role supports your overall mission, and genuinely want to be part of your team. When an employee aligns across these dimensions, they typically drive better team cohesion, morale, and ultimately, organizational success.
Putting People in the Right Seat
Having the right people isn't enough if they're not positioned to fully leverage their skills and passions. To ensure your employees are in the right seat, examine where their passions intersect with their skills.
Employees who are passionate about their role naturally bring greater enthusiasm, creativity, and commitment. Consider whether your team members demonstrate genuine excitement about their daily responsibilities. Would they continue performing these tasks even without external motivators like financial incentives?
Simultaneously, skill alignment is essential. Employees must possess the abilities necessary to excel and continually develop those skills over time. Regularly evaluate whether they consistently deliver high-quality outcomes and continually improve their competencies.
Capacity Matters (But It's Not Just About Time)
Beyond aligning skills and passions, it's crucial to ensure your employees have the capacity to sustainably fulfill their roles. Capacity isn't just about workload; it's also about physical, mental, emotional, and scheduling demands.
Employees need the physical stamina, cognitive bandwidth, emotional resilience, and adequate time management skills to thrive. Consider whether they consistently meet the demands of their roles without becoming overwhelmed. A person can be culturally aligned and highly capable yet still be in the wrong seat if the role's demands consistently exceed the capacity they can sustainably bring.
Measuring True Performance
Finally, once you've identified the right people and ensured they're properly positioned, evaluate their performance with clear, measurable Key Performance Indicators (KPIs). KPIs should directly align with your organization's strategic objectives, providing an objective look at whether an employee consistently meets or exceeds expectations.
Evaluate trends over time. Are they improving, stable, or declining? Regularly revisiting and adjusting KPIs ensures that expectations evolve alongside the organization's changing needs.
Taking Action on Your Insights
Identifying where your employees stand, whether they're not quite the right person, in the wrong seat, or underperforming, requires action. If someone aligns culturally but struggles in their current role, explore other internal opportunities that better utilize their strengths. Conversely, if an employee doesn't align with your core behaviors or organizational values, a respectful transition may be the best solution for both the individual and the team.
Remember, even the right people in the right seats occasionally need targeted coaching to overcome performance challenges. Clear improvement plans can support their growth and reinforce their fit within your organization.
Continuous Review Is Key
Organizations evolve, and so do the roles and people within them. Regularly reviewing your team's alignment, role suitability, and performance is critical. Aim to conduct these assessments semi-annually or at least annually to ensure your team continuously aligns with your organizational goals.
When you commit to consistently placing and supporting the right people in the right roles, you foster clarity, accountability, and engagement, setting your business up for sustained growth and success.
The Right Fit Is a Leadership Discipline
The goal is not to label people once and move on. It is to create a fair, repeatable way to ask whether each person fits the culture, the role fits the person, and the work is producing the outcomes the business needs.

Co-Founder & CEO, Orca Advisor
Jacob Schroeder, CPA, is the Founder and CEO of Ascend Consulting and Co-Founder & CEO of Orca Advisor. Initially Jacob started working with business owners to assist with tax filing and compliance but found that his real passion is helping business owners scale what they are passionate about. He delivers that hands-on through Ascend, and is building Orca to redefine advisory and make it accessible to accountants and business owners at scale. Jacob holds Associate's, Bachelor's, and Master's degrees in Accounting, has been a CPA since 2013, and has served on the Intuit Accountant's Council.