Setup new hire workspace including computer, email and necessary software tools
2
Provide welcome packet and discuss company policies
3
Meet with HR for benefits and payroll setup
4
Introduce to the Deal Origination team and relevant stakeholders
5
Setup training schedule for company systems and processes
6
Review role description and expectations
7
Approval: Supervisor on role understanding
8
Start training on company's CRM and other key tools
9
Explanation and understanding of the company’s pipeline management strategy
10
Review of company’s deal sourcing methods
11
Discussion on company’s key partners/clients
12
Introduction to origination and structuring of deals
13
Meet with Compliance to understand related regulations and laws
14
Initial training on deal origination workflow process
15
Approval: Training Manager on tool and process understanding
16
Shadow senior deal origination associate for actual tasks
17
Participate in ongoing deal discussions to understand the process
18
Assessment of understanding and ability to perform tasks
19
Approval: Supervisor on performance in initial tasks
20
Set future performance goals and continuous learning plan
Setup new hire workspace including computer, email and necessary software tools
As a Deal Origination Associate, it is important to have a well-equipped workspace to effectively perform your tasks. This task involves setting up your computer, email, and necessary software tools. By doing so, you will have access to the tools and resources needed to collaborate with the team and carry out your responsibilities. What resources or tools do you need to perform your tasks efficiently?
Provide welcome packet and discuss company policies
We want to ensure that your transition into the company is smooth and that you are familiar with our policies. By providing you with a welcome packet and discussing our company policies, you will have a clear understanding of what is expected from you as a Deal Origination Associate. What topics or policies would you like to learn more about?
Meet with HR for benefits and payroll setup
To ensure that you receive all the benefits and are appropriately set up for payroll, it is important to have a meeting with our Human Resources team. This will allow them to provide you with the necessary information to enroll in our benefits program and set up your payroll. Do you have any specific questions or concerns regarding benefits or payroll?
Introduce to the Deal Origination team and relevant stakeholders
In order to foster collaboration and create a strong network within the company, we will introduce you to the Deal Origination team and relevant stakeholders. This will allow you to establish relationships and better understand the roles and responsibilities of each team member. Who would you like to meet from the Deal Origination team and relevant stakeholders?
Setup training schedule for company systems and processes
To ensure a smooth onboarding experience, we will set up a training schedule for you to familiarize yourself with the company's systems and processes. This will help you understand how different departments work together and how deals are originated within the company. Which systems and processes would you like to receive training on?
1
CRM
2
Pipeline management system
3
Deal sourcing methods
4
Key partners/clients
5
Origination and structuring of deals
Review role description and expectations
To align your expectations and clarify your responsibilities as a Deal Origination Associate, it is important to review your role description and expectations. This will help you understand how your work contributes to the overall success of the company and what is expected from you in your role. What aspects of your role description would you like to discuss further?
Approval: Supervisor on role understanding
Will be submitted for approval:
Review role description and expectations
Will be submitted
Start training on company's CRM and other key tools
As a Deal Origination Associate, it is crucial to have a strong understanding and competency in using our company's CRM and other key tools. This task involves training you on how to effectively navigate and utilize these tools. How comfortable are you with using CRM and other key tools?
1
Very comfortable
2
Comfortable
3
Neutral
4
Uncomfortable
5
Very uncomfortable
Explanation and understanding of the company’s pipeline management strategy
To ensure that you are aligned with the company's pipeline management strategy, it is important to provide you with an explanation and thorough understanding of it. This will help you effectively contribute to the deal origination process and make informed decisions. What aspects of the pipeline management strategy would you like to focus on during the explanation?
Review of company’s deal sourcing methods
Understanding the company's deal sourcing methods is crucial for a Deal Origination Associate. By reviewing these methods, you will gain insights into how the company identifies and sources potential deals. What specific deal sourcing methods are you interested in learning more about?
1
Networking
2
Industry databases
3
Partnerships
4
Events
5
Referrals
Discussion on company’s key partners/clients
Introduction to origination and structuring of deals
Meet with Compliance to understand related regulations and laws
Initial training on deal origination workflow process
Approval: Training Manager on tool and process understanding
Will be submitted for approval:
Start training on company's CRM and other key tools
Will be submitted
Shadow senior deal origination associate for actual tasks
Participate in ongoing deal discussions to understand the process
Assessment of understanding and ability to perform tasks
Approval: Supervisor on performance in initial tasks
Will be submitted for approval:
Shadow senior deal origination associate for actual tasks
Will be submitted
Set future performance goals and continuous learning plan
