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New Manager Training Checklist

Identify key team members and their roles

Arrange a meeting with team members to introduce yourself

Understand daily responsibilities of a manager

Learn about company vision and mission

Study company's policies and procedures

Create a 30-day action plan for the team

Familiarize with operational workflows and systems

Review job descriptions for team members

Go through an onboarding session with HR team

Understand performance expectations and metrics

Review employee performance reviews and feedback

Approval: Employee Performance Reviews

Enroll in management training courses

Receive training on company's internal tools and platforms

Identify potential challenges and how to mitigate them

Set-up 1:1 meeting with each team member

Review budget and financial information

Approval: Budget and Financial Information

Implement feedback from upper management

Create a roadmap for continuous team improvement

Identify key team members and their roles

In order to effectively manage your team, it is important to first identify who they are and what their roles are within the organization. This task involves familiarizing yourself with the names, roles, and responsibilities of each team member. By doing so, you will be able to better understand the dynamics of your team, delegate tasks accordingly, and build strong working relationships with each individual. Who are the key team members and what are their roles within the organization?

Team Member 1

Team Member 2

Team Member 3

Team Member 4