Onboarding Example by Julie Taylor

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Thank you for the opportunity to continue the interview process.

Onboarding Example

Published on Apr 15, 2019

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PRESENTATION OUTLINE

First 30, 60, 90 days...

Julie Taylor, CAE

Thank you for the opportunity to continue the interview process.

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Listen, ask questions, listen more

Listen....

Ask questions

Listen more!

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Week one -- Knowledge transfer...

Learn processes and protocols
Clarify Expectations
Engage in timely communication
Devise regular communication processes with staff and board
Begin to build trust...walk the walk
Understand current year budget and key activities

Start off on the right foot --

EC clarify goals

Listen and learn about current processes from all levels of staff

Develop communication process -- how does EC want to get updates,

Take steps to build trust....

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First 30 days -- Listen, ask questions

Meet with each board member -- listen and ask
Meet with each staff member == leadership team, departments, individually
Begin to access staffing
Calendar key upcoming meetings and project timelines
Devise 90 day plan -- early opportunities

BOard member interviews -- get to know, ask 3 main questions

Meetings with staff - listen, learn, plan a fun event for team building with senior leadership

Evaluate staffing -- any open positions, any alignments that need evaluations

Devise 90 day plan -- communication with stakeholders, partners, WEF etc.

early opportunities

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Next 30 -- Listen more...

Share and get feedback on 90 day plan with staff leadership, staff and EC
Identify staffing next steps
Develop upcoming meeting goals and agendas
Access staff development and team building

Buy-in and agreement on 90 day plan

Staffing moving forward based on assessment of open/alignment needed

Prep for upcoming meetings

Staff development and team building

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