Introduction to company's policies, books and materials
3
Understanding the company culture and values
4
Workstation set-up and IT requirements
5
Email accounts and company software setup
6
Overview of clients and current projects
7
Meet and greet with the team and respective peers
8
Introductory meetings with key stakeholders
9
Review of company's management consulting processes
10
Initial training on company-specific consulting tools
11
Learn the project management system
12
Assign a mentor for the first few months
13
Schedule first week activities including training and meeting
14
Approval: Initial Training
15
Training on expense reporting and travel policies
16
In-depth review of the manager's roles and responsibilities
17
Client onboarding process walkthrough
18
Regular one-to-one meeting with direct report/s
19
Finalize probation objectives
20
Approval: Probation Objectives
Welcome meeting with the HR team
In this task, you will have a warm welcome meeting with the HR team. This meeting is essential as it will introduce you to the company's culture and values, provide an overview of the onboarding process, and address any initial questions or concerns you may have. The desired result is to make you feel comfortable and informed, ensuring a smooth transition into your new role. You may need to share some personal information, so please have your ID and contact details ready. What is your preferred contact number?
Introduction to company's policies, books and materials
This task involves the introduction to the company's policies, books, and materials. These resources play a crucial role in understanding the company's expectations and guidelines. You will be provided with a comprehensive list of policies, including the employee handbook and relevant consulting materials. To access these, please provide your email address.
Understanding the company culture and values
This task aims to familiarize you with the company's culture and values. Understanding and aligning with the company's core principles is crucial for your success as a management consulting manager. Please visit our website and explore the 'About Us' section. What are the top 3 core values that resonate with you the most?
1
Integrity
2
Innovation
3
Collaboration
4
Excellence
5
Customer focus
Workstation set-up and IT requirements
This task involves setting up your workstation and addressing any IT requirements you may have. To ensure that you have everything in place to perform your duties effectively, please let us know which of the following devices you prefer: 1. Laptop 2. Desktop PC 3. MacBook 4. Tablet 5. Other
1
Laptop
2
Desktop PC
3
MacBook
4
Tablet
5
Other
Email accounts and company software setup
This task involves the setup of your email account and other company software. Please provide your preferred email address for work purposes. Additionally, let us know which software tools you are familiar with, if any. This will help us determine the level of training required.
1
Microsoft Office Suite
2
Google Suite
3
Salesforce
4
Tableau
5
Other
Overview of clients and current projects
This task provides an overview of the company's clients and current projects. Understanding the breadth and scope of our client base is essential for your role as a management consulting manager. Please provide your LinkedIn profile URL so we can review your professional networks and previous client engagements, if applicable.
Meet and greet with the team and respective peers
In this task, you will have the opportunity to meet and greet your new team and respective peers. Building relationships and establishing connections within the company is crucial for a successful onboarding experience. Please share the names of the team members you have connected with during your initial interactions.
Introductory meetings with key stakeholders
This task involves scheduling introductory meetings with key stakeholders in the company. These meetings are important for building relationships and understanding the roles of various stakeholders in the organization. Please provide the names of any key stakeholders you have already connected with.
Review of company's management consulting processes
This task focuses on reviewing the company's management consulting processes. Familiarizing yourself with these processes is essential for effective service delivery and client satisfaction. To understand your previous exposure to management consulting methodologies, please briefly describe any frameworks or approaches you have used in your previous roles.
Initial training on company-specific consulting tools
This task involves providing initial training on company-specific consulting tools. These tools are essential for managing projects and delivering high-quality services to clients. Please let us know which of the following tools you are familiar with: 1. Project Management Software 2. Data Analysis Tool 3. Collaboration Platform 4. Customer Relationship Management (CRM) Software 5. Other
1
Project Management Software
2
Data Analysis Tool
3
Collaboration Platform
4
CRM Software
5
Other
Learn the project management system
This task focuses on learning the company's project management system. Familiarity with the system is crucial for efficient project execution and tracking. Please provide your preferred username for the project management system.
Assign a mentor for the first few months
In this task, a mentor will be assigned to guide and support you during your first few months in the company. Having a mentor is invaluable for getting acclimated to the company's culture and processes. Please provide the gender preference of your mentor if you have any.
1
Male
2
Female
3
No preference
Schedule first week activities including training and meeting
This task involves scheduling your first week activities, including training sessions and meetings. A well-planned and structured first week will help you acclimate to your role and team quickly. Please let us know your preferred starting date and any time constraints you may have in the first week.
Approval: Initial Training
Will be submitted for approval:
Overview of clients and current projects
Will be submitted
Meet and greet with the team and respective peers
Will be submitted
Introductory meetings with key stakeholders
Will be submitted
Review of company's management consulting processes
Will be submitted
Initial training on company-specific consulting tools
Will be submitted
Learn the project management system
Will be submitted
Assign a mentor for the first few months
Will be submitted
Schedule first week activities including training and meeting
Will be submitted
Training on expense reporting and travel policies
This task focuses on providing training on expense reporting and travel policies. Understanding and adhering to these policies is vital for managing expenses effectively and ensuring compliance. Please provide your preferred email address to receive the training materials and guidelines.
In-depth review of the manager's roles and responsibilities
This task requires an in-depth review of the manager's roles and responsibilities. Acquiring a comprehensive understanding of your responsibilities is crucial for effective leadership and team management. Please provide your preferred contact email address to receive the detailed roles and responsibilities document.
Client onboarding process walkthrough
This task involves a walkthrough of the client onboarding process. Understanding the steps involved in successfully onboarding clients is vital for delivering exceptional service. Please provide an outline of your previous experience in client onboarding and your approach to building strong client relationships.
Regular one-to-one meeting with direct report/s
In this task, you will be scheduled for regular one-to-one meetings with your direct report/s. These meetings promote open communication, facilitate feedback, and ensure alignment towards goals and objectives. Please provide the names of your direct report/s, if applicable.
Finalize probation objectives
This task involves finalizing your probation objectives. Clear objectives are crucial for assessing your performance during the probation period. Please provide your email address to receive the probation objectives document for review and confirmation.
Approval: Probation Objectives
Will be submitted for approval:
Regular one-to-one meeting with direct report/s
Will be submitted
Client onboarding process walkthrough
Will be submitted
In-depth review of the manager's roles and responsibilities
