Provide details of corporate tools such as email, video conferencing etc.
2
Complete IT setup for the new manager
3
Introduce to the team and key stakeholders
4
Arrange meeting with their direct reports
5
Present a detailed overview of company policies and guidelines
6
Setup initial orientation with Human Resources
7
Approval: Human Resources
8
Provide relevant financial documents and resources
9
Explain corporate financial systems and software
10
Setup access to financial systems and software
11
Arrange training for corporate financial systems and software
12
Assign first set of tasks related to financial management
13
Arrange meetings with key clients and stakeholders
14
Setup regular check-ins with supervisor
15
Provide document detailing job responsibilities and targets
16
Review performance expectations
17
Approval: Performance Expectations
18
Enroll in company benefits program
19
Arrange social interaction events with team
20
Ensure access to corporate intranet and resources
Provide details of corporate tools such as email, video conferencing etc.
Please provide the new Corporate Finance Manager with details of the tools used in the company, such as email, video conferencing, and other communication platforms. This will help them quickly adapt and effectively communicate with the team and stakeholders. What tools do we currently use for email and video conferencing? Please provide the necessary information.
Complete IT setup for the new manager
Ensure that the new Corporate Finance Manager's IT setup is complete and ready for their use. This includes providing them with a desktop or laptop computer, necessary software, and ensuring their access to the company network. What type of computer setup and software do they require? Please provide the necessary details for their IT setup.
1
Desktop computer
2
Laptop computer
3
Software installation
4
Company network access
Introduce to the team and key stakeholders
Introduce the new Corporate Finance Manager to the team and key stakeholders to establish effective working relationships. This will help them understand the team dynamics, key roles, and responsibilities. Who are the team members and key stakeholders the new manager should be introduced to? Please provide their names and roles.
Arrange meeting with their direct reports
Schedule a meeting for the new Corporate Finance Manager with their direct reports. This will allow them to establish open lines of communication, set expectations, and get to know their team members. Who are the direct reports that the new manager should meet with? Please provide their names and positions.
Present a detailed overview of company policies and guidelines
Provide the new Corporate Finance Manager with a comprehensive overview of the company's policies and guidelines. This will ensure they understand and comply with the company's rules and regulations. What are the key company policies and guidelines that the manager should be aware of? Please provide a summary of these policies.
Setup initial orientation with Human Resources
Arrange an initial orientation session for the new Corporate Finance Manager with the Human Resources department. This will help them understand the company's culture, values, and processes. When would be a suitable time for the orientation session? Please provide the desired date for this session.
Approval: Human Resources
Will be submitted for approval:
Setup initial orientation with Human Resources
Will be submitted
Provide relevant financial documents and resources
Provide the new Corporate Finance Manager with relevant financial documents and resources to familiarize them with the company's financial processes, reports, and systems. What are the specific financial documents and resources that the manager should be provided with? Please list them below.
Explain corporate financial systems and software
Explain the corporate financial systems and software used in the company to the new Corporate Finance Manager. This will help them understand and navigate the financial systems effectively. What are the key financial systems and software used in the company? Please provide a brief explanation of each.
Setup access to financial systems and software
Ensure that the new Corporate Finance Manager has the necessary access to the company's financial systems and software. This will allow them to perform their financial management tasks efficiently. What specific financial systems and software access does the manager require? Please provide the necessary details.
Arrange training for corporate financial systems and software
Arrange training sessions for the new Corporate Finance Manager to familiarize them with the company's financial systems and software. This will enable them to utilize these tools effectively. When would be a suitable time for the training sessions? Please provide the desired dates for these sessions.
Assign first set of tasks related to financial management
Assign the new Corporate Finance Manager their first set of tasks related to financial management. This will allow them to start contributing to the team's goals and objectives. What specific tasks related to financial management should the manager be assigned? Please provide a list of these tasks.
Arrange meetings with key clients and stakeholders
Arrange meetings for the new Corporate Finance Manager with key clients and stakeholders. This will enable them to establish relationships, understand expectations, and identify areas for collaboration. Who are the key clients and stakeholders that the manager should meet with? Please provide their names and roles.
Setup regular check-ins with supervisor
Set up regular check-in meetings between the new Corporate Finance Manager and their supervisor. This will provide an opportunity for feedback, guidance, and aligning goals. When would be a suitable frequency for these check-in meetings? Please specify the desired frequency (e.g., weekly, biweekly, monthly).
Provide document detailing job responsibilities and targets
Provide the new Corporate Finance Manager with a detailed document outlining their job responsibilities and targets. This will clarify their role and enable them to track their progress. What are the specific job responsibilities and targets that should be included in the document? Please provide a summary of these details.
Review performance expectations
Review and discuss the performance expectations for the new Corporate Finance Manager. This will ensure that both parties have a shared understanding of the desired outcomes and performance standards. What are the specific performance expectations that should be discussed? Please provide an overview of these expectations.
Approval: Performance Expectations
Will be submitted for approval:
Review performance expectations
Will be submitted
Enroll in company benefits program
Guide the new Corporate Finance Manager through the process of enrolling in the company's benefits program. This will ensure they receive the necessary coverage and participate in the available employee benefits. What are the specific steps required for enrolling in the company's benefits program? Please provide an overview of these steps.
Arrange social interaction events with team
Arrange social interaction events for the new Corporate Finance Manager to foster team bonding and collaboration. This will create a positive work environment and enhance teamwork. What kind of social interaction events should be arranged with the team? Please provide a list of these events.
Ensure access to corporate intranet and resources
Ensure that the new Corporate Finance Manager has access to the company's intranet and resources. This will enable them to stay updated, access important documents, and collaborate with team members. What specific corporate intranet and resource access does the manager require? Please provide the necessary details.
