Templates
Finance
Operations Manager Onboarding
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Operations Manager Onboarding

1
Introduce the new Operations Manager to the team
2
Arrange a meeting with the direct reports
3
Provide a tour of the office/facility
4
Overview of company's products or services
5
Explain the company's operational processes
6
Provide access to necessary software and technology
7
Training on company-specific software
8
Expose to company culture and values
9
Detail the responsibilities and expectations of the role
10
Set up meetings with key personnel in other departments
11
Approval: Role responsibilities and expectations
12
Provide training on the company’s safety and compliance procedures
13
Review operational KPIs and current progress
14
Introduction to company's strategic plans and goals
15
Provide overview of current projects and timelines
16
Approval: Strategic Plans and Goals
17
Assign a mentor or buddy for initial few weeks
18
Schedule a follow-up meeting for any questions or concerns
19
Review and set performance goals for the next quarter
20
Approval: Performance Goals