Chapter 2

Team formation and role definition

Clarifying team roles, responsibilities, and skill requirements is the foundation for building an efficient AI team. From core roles to cross-functional collaboration, build a complete team structure.

Core role definitions

The core roles of an AI team, including their responsibilities, required skills, and deliverables.

AI architect

Responsibilities

  • Tool selection
  • Architecture Design
  • Technical Roadmap Planning

Skill requirements

  • Deeply understand AI tools
  • Architectural trade-off thinking
  • Technical forward-looking nature

Deliverables

  • Technology selection report
  • Architecture design document
  • Tool evaluation

AI Engineer

Responsibilities

  • Develop using AI tools
  • Create Skill/Pattern
  • Optimize workflow

Skill requirements

  • Proficient use of Cursor/Windsurf
  • Prompt engineering
  • Code review

Deliverables

  • Code
  • Skill library
  • Patterns library
  • Best Practices Document

AI Product Manager

Responsibilities

  • Requirements clarification
  • Spec writing
  • Designing use cases for AI tools

Skill requirements

  • Spec-driven development
  • Reverse Interview
  • MVP thinking

Deliverables

  • PRD
  • Spec document
  • Requirements clarification record

AI trainer

Responsibilities

  • Team training
  • Knowledge accumulation
  • Promotion of best practices

Skill requirements

  • Training capability
  • Documentation writing
  • Case summary

Deliverables

  • Training materials
  • Learning path
  • Case library

Cross-department collaboration roles

AI tools are not only suitable for technical teams; departments such as HR, finance, and legal can also improve efficiency with AI tools.

HR + AI

Responsibilities

  • Recruitment process optimization
  • Employee training
  • Performance analysis
  • AI Tool Training

AI application scenarios

  • Use Fabric to generate job descriptions and interview questions
  • Use Cursor to create training materials and employee handbooks
  • Use AI tools to analyze employee feedback and generate reports

Skill requirements

  • Basic AI tool usage
  • Prompt engineering
  • Data analysis

Deliverables

  • Recruitment document
  • Training materials
  • Analysis Report

Privacy protection:Employee personal information uses a local model and is not uploaded to the cloud

Finance + AI

Responsibilities

  • Cost analysis
  • Budget planning
  • Financial reports
  • Compliance check

AI application scenarios

  • Use Fabric to generate financial report templates
  • Use AI tools to analyze cost data and generate insights
  • Use Cursor to write financial process documentation

Skill requirements

  • Basic AI tool usage
  • Data analysis
  • Privacy protection awareness

Deliverables

  • Financial reports
  • Cost analysis
  • Process Documentation

Privacy protection:Financial data uses only local models (Ollama) and is not uploaded to the cloud

Legal + AI

Responsibilities

  • Contract review
  • Compliance check
  • Legal document generation

AI application scenarios

  • Use AI tools to assist contract review (pay attention to privacy protection)
  • Use Fabric to generate legal document templates
  • Use AI tools for compliance checks

Skill requirements

  • Basic AI tool usage
  • Legal knowledge
  • Privacy protection

Deliverables

  • Contract review report
  • Legal documents
  • Compliance report

Privacy protection:Use local models for sensitive legal documents

Team size and composition

Configure roles appropriately according to the team size to ensure efficient team operations.

Small team (3–5 people)

1 AI architect + 2-3 AI engineers + 1 AI product manager

Features

  • Flattening
  • Rapid iteration
  • Knowledge sharing

Mid-sized team (6–15 people)

1 AI architect + 5-10 AI engineers + 1-2 AI product managers + 1 AI trainer

Features

  • Division of specialized labor
  • Knowledge base construction
  • Process standardization

Large team (16+ people)

AI architecture group + AI engineering group + AI product group + AI training group

Features

  • Organized
  • Systematization
  • Knowledge management platform

Skills requirements matrix

Proficiency requirements for different roles in AI tools and skills (1-5 stars).

RoleCursorWindsurfFabricMCPSkillAgentSpec
AI architect
AI Engineer
AI Product Manager
AI trainer
HR + AI
Finance + AI
Legal + AI

Note:⭐⭐⭐⭐⭐ Expert | ⭐⭐⭐⭐ Proficient | ⭐⭐⭐ Competent | ⭐⭐ Familiar | ⭐ Basic

Hands-on practice

Practice suggestion:

  • 1Design a configuration plan for a 10-person AI team (roles, responsibilities, skill requirements)
  • 2Write a role responsibility specification (choose one core role and describe it in detail)
  • 3Establish skill assessment criteria (how to evaluate team members’ proficiency with AI tools)

Learning outcomes

After completing this chapter, you will:

  • 1Understand the core role definitions of an AI team (AI Architect, AI Engineer, AI Product Manager, AI Trainer)
  • 2Understand cross-functional collaboration roles (HR + AI, Finance + AI, Legal + AI) and their use cases
  • 3Able to configure staffing according to team size (plans for small, medium, and large teams)
  • 4Understand the skill requirement matrix for different roles (Cursor, Windsurf, Fabric, MCP, Skill, Agent, Spec)