Provide company policy, procedure and guidelines documentation
4
Schedule mandatory job-specific training sessions
5
Allocate company devices and provide tech setup
6
Meet with IT department for software installation and setting up email
7
Introduce them to their team and assign a mentor
8
Arrange meetings with management team
9
Provide a review of company’s business objectives and goals
10
Establish roles and responsibilities
11
Provide software usage training
12
Training session on estate planning processes and protocols
13
Provide client and task list
14
Explain the expectations and performance metrics
15
Ensure all HR documentation is completed and submitted
16
Approval: HR Documentation
17
Assign first task and provide support if needed
18
Schedule a follow-up meeting one week later
19
Arrange a welcome lunch with the team
20
Provide a brief on company culture and employee benefits
Introduce the Estate Planning Manager to the team
In this task, you will introduce the newly hired Estate Planning Manager to the team. This is an important step in helping them feel welcomed and included.
Provide office tour and show them their workspace
The purpose of this task is to familiarize the Estate Planning Manager with the office layout and show them their designated workspace. This will help them settle in and feel comfortable in their new environment.
Provide company policy, procedure and guidelines documentation
By providing the Estate Planning Manager with company policies, procedures, and guidelines documentation, you are ensuring that they have a clear understanding of the expectations and standards set by the company. This will help them navigate their role more effectively.
Schedule mandatory job-specific training sessions
Mandatory job-specific training sessions are essential for the Estate Planning Manager to acquire the necessary knowledge and skills required for their role. By scheduling these sessions, you are setting them up for success in their position.
Allocate company devices and provide tech setup
Allocate company devices, such as laptops or mobile devices, to the Estate Planning Manager and provide them with the necessary tech setup. This will enable them to perform their duties effectively and efficiently.
1
Laptop/Computer setup
2
Software installation
3
Network access
4
Printer setup
5
Email setup
Meet with IT department for software installation and setting up email
The IT department will assist the Estate Planning Manager in installing necessary software and setting up their email account. This will ensure that they have access to the tools and resources needed for their role.
Introduce them to their team and assign a mentor
Introduce the Estate Planning Manager to their team members and assign a mentor who will provide guidance and support during their onboarding process. This will promote collaboration and help the new manager establish relationships within the team.
Arrange meetings with management team
Arrange meetings with the management team to give the Estate Planning Manager an opportunity to understand the overall strategic objectives of the company and how their role aligns with those objectives.
Provide a review of company’s business objectives and goals
Provide a review of the company's business objectives and goals to the Estate Planning Manager. This will help them understand the broader vision of the organization and how their role contributes to its success.
Establish roles and responsibilities
Clearly define and communicate the roles and responsibilities of the Estate Planning Manager. This will ensure that they have a clear understanding of their duties and expectations in their new role.
Provide software usage training
Provide training on how to use the estate planning software that the company utilizes. This will familiarize the Estate Planning Manager with the tools they will be working with and help them navigate the software effectively.
Training session on estate planning processes and protocols
Conduct a training session on estate planning processes and protocols specific to the company. This will ensure that the Estate Planning Manager has a thorough understanding of the company's procedures and can effectively carry out their duties.
Provide client and task list
Provide the Estate Planning Manager with a client and task list to familiarize them with ongoing projects and responsibilities. This will help them prioritize and manage their workload effectively.
Explain the expectations and performance metrics
In this task, you will explain the expectations and performance metrics that the Estate Planning Manager will be evaluated on. This will help them understand their goals and what they need to achieve to succeed in their position.
Ensure all HR documentation is completed and submitted
In this task, you will ensure that all necessary HR documentation is completed and submitted by the Estate Planning Manager. This includes forms such as tax documents, employment agreements, and benefit enrollment forms.
1
Tax forms
2
Employment agreement
3
Benefit enrollment forms
4
Emergency contact form
5
Direct deposit form
Approval: HR Documentation
Will be submitted for approval:
Ensure all HR documentation is completed and submitted
Will be submitted
Assign first task and provide support if needed
Assign the Estate Planning Manager their first task and offer support if needed. This will help them get started on their responsibilities and ensure a smooth transition into their role.
Schedule a follow-up meeting one week later
Schedule a follow-up meeting with the Estate Planning Manager one week after their start date. This will provide an opportunity to address any questions or concerns they may have and ensure that they are settling in well.
Arrange a welcome lunch with the team
Arrange a welcome lunch with the team to celebrate the Estate Planning Manager's arrival. This will promote team bonding and help the new manager feel welcomed and integrated into the team.
Provide a brief on company culture and employee benefits
In this task, you will provide the Estate Planning Manager with a brief on company culture and employee benefits. This will enable them to understand the values and norms of the organization and make the most of the benefits offered.
