Welcome new partner with introductory email and information package
2
Set up partner's office space and equipment
3
Provide introduction to company structure, policies, and culture
4
Assign a mentor or buddy to guide the new partner
5
Have HR provide necessary employment documents for review
6
Approval: Employment documents review
7
Arrange first team meeting for introduction
8
Provide new partner business cards and other marketing materials
9
Arrange initial business development meetings for new partner
10
Provide access to company software, email, and databases
11
Conduct initial performance expectations and role discussion
12
Approval: Initial performance expectations
13
Review billing rates and client assignment practices
14
Provide introductory training on company technologies
15
Begin exposure to major clients
16
Arrange introduction to key firm leaders and contacts
17
Begin structured training program for advisory services partners
18
Provide resources for continued professional education
19
Set up regular check-ins with management
20
Approval: Onboarding process completion by HR
Welcome new partner with introductory email and information package
Compose a friendly introductory email welcoming the new partner to the company. Highlight the importance of their role in the onboarding process and provide an information package with relevant resources. How can you make the new partner feel valued and supported? What challenges might they face in their first days and how can you address them? Make sure to include the partner's name and personalize the email.
What is the partner's email address?
Set up partner's office space and equipment
Create a welcoming office space for the new partner. Make sure the office space is clean, organized, and properly equipped. Set up a desk, chair, computer, and any other necessary equipment. How can you ensure the partner feels comfortable in their new workspace? Is there anything specific they might need?
1
Headquarters
2
Branch office
3
Remote
1
Computer
2
Phone
3
Printer
4
Scanner
5
Other
Provide introduction to company structure, policies, and culture
Familiarize the new partner with the company's structure, policies, and culture. Explain the company's hierarchy, departmental functions, and communication channels. Introduce them to the company's core values and any specific cultural aspects. What key policies should the new partner be aware of? What cultural aspects should they embrace?
1
Meeting
2
Presentation
3
Document
Assign a mentor or buddy to guide the new partner
Assign a mentor or buddy to guide the new partner throughout their onboarding journey. The mentor/buddy should be an experienced employee who can provide guidance, answer questions, and help the new partner navigate company processes. Who would be the best mentor/buddy for the new partner?
Have HR provide necessary employment documents for review
Ensure that HR provides the new partner with all necessary employment documents for review. These documents may include the employment contract, benefits information, and any other relevant policies or forms. What specific documents should be provided? How can HR support the new partner in reviewing these documents?
Approval: Employment documents review
Will be submitted for approval:
Provide introduction to company structure, policies, and culture
Will be submitted
Arrange first team meeting for introduction
Schedule the first team meeting for the new partner's introduction. This meeting should provide an opportunity for the new partner to meet their team members, learn about ongoing projects, and understand their role within the team. What date and time should the team meeting be scheduled?
Provide new partner business cards and other marketing materials
Ensure that the new partner receives business cards and any other marketing materials necessary for networking and client interactions. The business cards should have the partner's name, title, and contact information. What other marketing materials should be provided?
Arrange initial business development meetings for new partner
Schedule initial business development meetings for the new partner to start building their client base. These meetings should provide an opportunity for the new partner to introduce themselves, understand client needs, and explore potential collaboration opportunities. Who are the key contacts for arranging these meetings?
Provide access to company software, email, and databases
Grant the new partner access to necessary company software, email accounts, and databases. This access will allow them to perform their job duties efficiently. What specific software, email accounts, and databases should the new partner have access to?
1
Yes
2
No
Conduct initial performance expectations and role discussion
Hold a meeting with the new partner to discuss their performance expectations and clarify their role within the company. Set clear goals, define key responsibilities, and provide guidance on how to measure success. What are the performance expectations for the new partner? How can you support them in understanding their role?
Approval: Initial performance expectations
Will be submitted for approval:
Conduct initial performance expectations and role discussion
Will be submitted
Review billing rates and client assignment practices
Review the company's billing rates and client assignment practices with the new partner. This will ensure they are aware of the company's financial policies and client allocation strategies. What are the billing rates for different services? How are clients typically assigned to partners?
1
Standard rate
2
Variable rate
Provide introductory training on company technologies
Provide the new partner with introductory training on the company's technologies and tools. This training will enable them to effectively use software, systems, and other technological resources. What specific technologies should be included in the training?
Begin exposure to major clients
Facilitate the new partner's exposure to major clients by arranging meetings, shadowing opportunities, or participation in client-related activities. This exposure will help the new partner understand client needs and expectations. What major clients should the new partner be exposed to? How can you facilitate this exposure?
Arrange introduction to key firm leaders and contacts
Organize introductory meetings between the new partner and key firm leaders and contacts. These meetings will help the new partner establish connections and understand the firm's leadership structure. Who are the key firm leaders and contacts that should be introduced to the new partner?
Begin structured training program for advisory services partners
Initiate a structured training program specifically designed for advisory services partners. This program will enhance the new partner's skills and knowledge in providing advisory services to clients. What topics should be covered in the training program?
Provide resources for continued professional education
Offer resources and support for the new partner's continued professional education. This can include access to online courses, industry conferences, or professional development events. What resources can you provide to support the new partner's professional growth?
