Define role and responsibilities of the Family Office Governance Advisor
2
Prepare thorough onboarding guide and materials for the new hire
3
Setup work email and other necessary technology tools
4
Discuss expectations and clarify immediate projects or goals
5
Approval: Manager for immediate projects/goals
6
Arrange a meeting with the team and other colleagues
7
Introduce new hire to company's software systems and operations
8
Provide training on company policies and procedures
9
Approval: HR for completed training on company policies and procedures
10
Review Family Office Governance structure, guiding principles, and strategic goals
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Approval: Family Council for understanding of office governance structure
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Observe governance meetings and board interactions
13
Organize hands-on training with administrative tasks related to governance role
14
Understand the pathways for communication within the office
15
Learn about ongoing and upcoming projects and initiatives
16
Approval: Management for understanding and learning of ongoing projects
17
Prepare a report on initial observations and potential improvements
18
Approval: Family Board for initial observations and suggestions report
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Accustom to company culture and working environment
Define role and responsibilities of the Family Office Governance Advisor
In this task, you will define the role and responsibilities of the Family Office Governance Advisor. This is crucial as it sets the foundation for the advisor's work and ensures clarity and alignment within the organization. Consider the impact this role will have on the overall governance process and the desired results, such as improved decision-making and enhanced governance practices. Identify the know-how required for this role, potential challenges, and their remedies. Use this task to outline the resources or tools that will be needed for the advisor to fulfill their responsibilities effectively.
Prepare thorough onboarding guide and materials for the new hire
In this task, you will prepare a thorough onboarding guide and materials for the new hire of the Family Office Governance Advisor position. The onboarding process is crucial for setting up the new hire for success, ensuring they have the necessary information and resources to integrate smoothly into their role. Consider the impact this onboarding process will have on the overall onboarding experience and the desired results, such as a seamless transition and accelerated productivity. Identify the know-how required for creating an effective onboarding guide, potential challenges, and their remedies. Use this task to gather all the necessary information and materials for the onboarding guide.
Setup work email and other necessary technology tools
In this task, you will set up the work email and other necessary technology tools for the new hire. A work email is essential for communication within the organization, while other technology tools can include project management software, collaboration tools, or any other tools required for the advisor's role. Consider the impact these technology tools will have on the overall workflow and the desired results, such as efficient communication and seamless collaboration. Identify the know-how required for setting up the work email and other technology tools, potential challenges, and their remedies. Use this task to gather the necessary information for setting up the work email and other technology tools.
Discuss expectations and clarify immediate projects or goals
In this task, you will have a discussion with the new hire to discuss expectations and clarify their immediate projects or goals. This is crucial for aligning their work with the organization's objectives and ensuring they have a clear understanding of what is expected from them. Consider the impact of this discussion on the new hire's motivation and engagement, as well as the desired results, such as a clear direction and focus. Identify the know-how required for conducting this discussion effectively, potential challenges, and their remedies. Use this task to gather the necessary information about the expectations and immediate projects or goals.
Approval: Manager for immediate projects/goals
Will be submitted for approval:
Discuss expectations and clarify immediate projects or goals
Will be submitted
Arrange a meeting with the team and other colleagues
In this task, you will arrange a meeting with the team and other colleagues to introduce the new hire and facilitate networking and relationship-building. The meeting will provide an opportunity for the new hire to get to know their colleagues, learn about their roles, and establish connections within the organization. Consider the impact of this meeting on the new hire's integration and sense of belonging, as well as the desired results, such as a supportive and collaborative work environment. Identify the know-how required for arranging this meeting effectively, potential challenges, and their remedies. Use this task to gather the necessary information for scheduling the meeting.
Introduce new hire to company's software systems and operations
In this task, you will introduce the new hire to the company's software systems and operations. This is important for familiarizing the new hire with the tools and processes they will be using in their role. Consider the impact of this introduction on the new hire's productivity and efficiency, as well as the desired results, such as effective utilization of company resources. Identify the know-how required for introducing the new hire to the software systems and operations, potential challenges, and their remedies. Use this task to provide an overview of the software systems and operations and gather any necessary login credentials or instructional materials.
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CRM
2
Project management software
3
Financial software
4
Collaboration tools
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Other
Provide training on company policies and procedures
In this task, you will provide training on the company's policies and procedures to the new hire. Familiarity with the organization's policies and procedures is crucial for ensuring compliance and maintaining a consistent approach to governance. Consider the impact of this training on the new hire's understanding and adherence to the company's policies, as well as the desired results, such as adherence to regulatory requirements and effective risk management. Identify the know-how required for providing this training, potential challenges, and their remedies. Use this task to gather the necessary training materials and resources.
Approval: HR for completed training on company policies and procedures
Will be submitted for approval:
Provide training on company policies and procedures
Will be submitted
Review Family Office Governance structure, guiding principles, and strategic goals
In this task, you will review the Family Office Governance structure, guiding principles, and strategic goals with the new hire. This review is important for aligning the new hire's work with the organization's governance framework and objectives. Consider the impact of this review on the new hire's understanding of the governance structure, guiding principles, and strategic goals, as well as the desired results, such as enhanced decision-making and cohesive governance practices. Identify the know-how required for conducting this review effectively, potential challenges, and their remedies. Use this task to provide an overview of the governance structure, guiding principles, and strategic goals.
Approval: Family Council for understanding of office governance structure
Will be submitted for approval:
Review Family Office Governance structure, guiding principles, and strategic goals
Will be submitted
Observe governance meetings and board interactions
In this task, you will observe governance meetings and board interactions with the new hire. Observing these meetings and interactions is crucial for understanding the dynamics of governance within the organization and learning from experienced board members. Consider the impact of this observation on the new hire's knowledge and skills development, as well as the desired results, such as improved contribution to governance discussions and effective decision-making. Identify the know-how required for facilitating this observation, potential challenges, and their remedies. Use this task to schedule the meetings and gather any necessary materials or instructions.
Organize hands-on training with administrative tasks related to governance role
In this task, you will organize hands-on training with administrative tasks related to the governance role. This training is crucial for enabling the new hire to develop the necessary skills and competencies required for carrying out administrative tasks effectively. Consider the impact of this training on the new hire's ability to support the governance processes, as well as the desired results, such as efficient administration and coordination. Identify the know-how required for organizing this training, potential challenges, and their remedies. Use this task to gather the necessary training materials and resources.
Understand the pathways for communication within the office
In this task, you will help the new hire understand the pathways for communication within the office. Effective communication is essential for collaboration and coordination within the organization. Consider the impact of this understanding on the new hire's ability to connect with colleagues and stakeholders, as well as the desired results, such as timely and accurate information flow. Identify the know-how required for facilitating this understanding, potential challenges, and their remedies. Use this task to provide an overview of the communication channels and protocols.
Learn about ongoing and upcoming projects and initiatives
In this task, you will help the new hire learn about ongoing and upcoming projects and initiatives within the organization. This knowledge is important for aligning the new hire's work with the organization's strategic objectives and identifying potential areas for contribution. Consider the impact of this knowledge on the new hire's ability to prioritize and plan their work, as well as the desired results, such as effective project execution and innovative problem-solving. Identify the know-how required for providing this information, potential challenges, and their remedies. Use this task to share project and initiative details with the new hire.
Approval: Management for understanding and learning of ongoing projects
Will be submitted for approval:
Learn about ongoing and upcoming projects and initiatives
Will be submitted
Prepare a report on initial observations and potential improvements
In this task, you will prepare a report on the new hire's initial observations and potential improvements in the governance processes. These observations and insights are valuable for continuously improving and refining the governance practices within the organization. Consider the impact of this report on the organization's governance effectiveness and efficiency, as well as the desired results, such as enhanced decision-making and streamlined processes. Identify the know-how required for preparing this report, potential challenges, and their remedies. Use this task to gather the new hire's observations and insights for inclusion in the report.
Approval: Family Board for initial observations and suggestions report
Will be submitted for approval:
Prepare a report on initial observations and potential improvements
Will be submitted
Accustom to company culture and working environment
In this task, you will help the new hire accustom to the company culture and working environment. Familiarity with the company culture and working environment is crucial for the new hire's integration and overall success within the organization. Consider the impact of this familiarity on the new hire's engagement and job satisfaction, as well as the desired results, such as a positive and inclusive work environment. Identify the know-how required for facilitating this acclimatization, potential challenges, and their remedies. Use this task to provide an overview of the company culture and working environment.
