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

Core roles in an AI team, along with 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
  • •Technological foresight

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
  • •AI tool application scenario design

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; HR, finance, legal, and other departments 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

  • •Using basic AI tools
  • •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

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

Skill requirements

  • •Using basic AI tools
  • •Data analysis
  • •Privacy protection awareness

Deliverables

  • •Financial reports
  • •Cost analysis
  • •Process Documentation

Privacy protection:Financial data is processed entirely with 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

  • •Using basic AI tools
  • •Legal knowledge
  • •Privacy protection

Deliverables

  • •Contract review report
  • •Legal documents
  • •Compliance report

Privacy protection:Use local models for sensitive legal documents

Team size and configuration

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

Medium-sized team (6-15 people)

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

Features

  • •Specialization of labor
  • •Knowledge base building
  • •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 staffing 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)