Provide overview of company structure and Portfolio division
4
Introduce to fellow team members
5
Assign first job mentor
6
Conduct Security & Compliance training
7
Approval: Security & Compliance training
8
Set up and explain work systems (email, software etc.)
9
Assign initial tasks with explained objectives
10
Demonstrate performance expectations and standards
11
Schedule weekly meetings with supervisor
12
Provide information about expense claims, pay cycle and benefits
13
Provide training for Portfolio Management software usage
14
Approval: Portfolio Management software usage
15
Discuss portfolio administration policies and procedures
16
Set expectations for client communication
17
Approval: Client communication expectations
18
Organize welcome lunch with new team
19
Ensure attendance to first department meeting
20
Schedule one month evaluation meeting
Set up workspace for new Portfolio Administrator
This task involves setting up a comfortable and efficient workspace for the new Portfolio Administrator. The workspace should be clean, organized, and equipped with all the necessary tools and equipment. Consider the role of lighting, noise levels, and ergonomic furniture. The desired result is a workspace that promotes productivity and well-being. Are there any challenges that might arise during the setup? How can they be addressed?
1
Laptop
2
Desktop PC
1
Windows
2
Mac OS
3
Linux
1
Pens
2
Notepads
3
Sticky notes
Workspace Setup Confirmation
Issue company handbook
This task involves issuing the company handbook to the new Portfolio Administrator. The handbook provides important information about the company's policies, procedures, and guidelines. It plays a crucial role in helping the new Portfolio Administrator quickly adapt to the company's culture and expectations. What are the key topics covered in the handbook? How can the new Portfolio Administrator access the handbook easily?
Company Handbook
Provide overview of company structure and Portfolio division
This task involves providing the new Portfolio Administrator with an overview of the company's structure and the division they will be a part of. The overview should cover key departments, their functions, and how they collaborate. It should also highlight the role of the Portfolio division and its significance within the company. Can visuals such as organizational charts or diagrams be used to enhance understanding?
Overview of Company Structure
Introduce to fellow team members
This task involves introducing the new Portfolio Administrator to their fellow team members. It is important for the new Portfolio Administrator to establish meaningful connections and build rapport with their colleagues. Consider organizing a brief virtual meet and greet session or providing a team directory with profiles. How can the new Portfolio Administrator easily reach out to their team members afterwards?
Introduction to Fellow Team Members
Assign first job mentor
This task involves assigning a mentor to the new Portfolio Administrator for their first job. The mentor will provide guidance, support, and facilitate a smooth transition into the role. Consider selecting a mentor who has experience in portfolio administration and is readily available to assist the new Portfolio Administrator. How can the mentor and the new Portfolio Administrator establish effective communication?
First Job Mentor Assignment
Conduct Security & Compliance training
This task involves conducting security and compliance training for the new Portfolio Administrator. The training is essential to ensure that the new Portfolio Administrator understands and follows the company's data security protocols and compliance requirements. What are the key topics covered in the training? Can interactive activities or quizzes be incorporated to enhance learning?
Security & Compliance Training
Approval: Security & Compliance training
Will be submitted for approval:
Conduct Security & Compliance training
Will be submitted
Set up and explain work systems (email, software etc.)
This task involves setting up and explaining the work systems, such as email and software, to the new Portfolio Administrator. It is important for the new Portfolio Administrator to be familiar with the tools and systems they will be using for their daily tasks. Consider providing step-by-step instructions and offering hands-on practice. Are there any common challenges faced when setting up these work systems? How can they be addressed?
Work Systems Setup
Assign initial tasks with explained objectives
This task involves assigning initial tasks to the new Portfolio Administrator along with clear objectives. The tasks should be designed to help the new Portfolio Administrator get hands-on experience and contribute to the team's goals. Consider providing detailed instructions, deadlines, and expected outcomes for each task. How can the new Portfolio Administrator seek clarification or guidance if needed?
Initial Task Assignment
Demonstrate performance expectations and standards
This task involves demonstrating the performance expectations and standards for the new Portfolio Administrator. Clear communication of performance expectations ensures alignment with organizational goals and facilitates continuous improvement. Consider providing examples of high-quality work and emphasizing key performance indicators. How can the new Portfolio Administrator seek feedback or discuss performance-related concerns?
Performance Expectations and Standards
Schedule weekly meetings with supervisor
This task involves scheduling weekly meetings between the new Portfolio Administrator and their supervisor. Regular meetings provide an opportunity to discuss progress, address challenges, and align on priorities. Consider using a shared calendar or scheduling tool to streamline the process. How can the new Portfolio Administrator prepare for these meetings effectively?
Weekly Meeting Schedule
Provide information about expense claims, pay cycle and benefits
This task involves providing the new Portfolio Administrator with information about expense claims, the pay cycle, and benefits. Familiarity with these aspects ensures a smooth transition into the company's financial processes. Consider providing relevant policies, forms, and online resources. How can the new Portfolio Administrator seek assistance or clarification regarding these matters?
Information: Expense Claims, Pay Cycle, and Benefits
Provide training for Portfolio Management software usage
This task involves providing training for the new Portfolio Administrator on how to use the Portfolio Management software. Proficiency in the software is essential for effectively managing portfolios and generating reports. Consider providing online tutorials, user guides, or hands-on training sessions. How can the new Portfolio Administrator seek additional support or resolve software-related issues?
Portfolio Management Software Training
Approval: Portfolio Management software usage
Will be submitted for approval:
Provide training for Portfolio Management software usage
Will be submitted
Discuss portfolio administration policies and procedures
This task involves discussing the portfolio administration policies and procedures with the new Portfolio Administrator. Clear understanding of these policies and procedures ensures compliance and consistency in portfolio management. Consider providing examples, scenarios, or case studies to illustrate key points. How can the new Portfolio Administrator seek clarification on specific policies or procedures?
Portfolio Administration Policies and Procedures
Set expectations for client communication
This task involves setting expectations for client communication with the new Portfolio Administrator. Clear guidelines and protocols ensure effective and professional interactions with clients. Consider providing sample email templates, guidelines for telephone conversations, or best practices for written communication. How can the new Portfolio Administrator seek guidance or assistance in handling specific client interactions?
Client Communication Expectations
Approval: Client communication expectations
Will be submitted for approval:
Discuss portfolio administration policies and procedures
Will be submitted
Organize welcome lunch with new team
This task involves organizing a welcome lunch with the new team members and the new Portfolio Administrator. The welcome lunch provides an opportunity for the new Portfolio Administrator to socialize, build relationships, and feel welcomed into the team. Consider coordinating the logistics, such as venue, menu preferences, and dietary restrictions. How can the new Portfolio Administrator contribute to making the welcome lunch a delightful experience?
1
Restaurant
2
Cafeteria
3
Outdoor picnic
1
Vegetarian
2
Gluten-free
3
Dairy-free
Welcome Lunch Invitation
Ensure attendance to first department meeting
This task involves ensuring the new Portfolio Administrator's attendance at their first department meeting. The meeting provides an opportunity to introduce the new Portfolio Administrator to the wider department, discuss department goals, and align on priorities. Consider sending a meeting invitation with the agenda and participants list. How can the new Portfolio Administrator actively participate and contribute to the meeting?
First Department Meeting
Schedule one month evaluation meeting
This task involves scheduling a one-month evaluation meeting between the new Portfolio Administrator and their supervisor. The evaluation meeting allows for reviewing progress, providing feedback, and setting goals for the upcoming months. Consider providing a performance evaluation form or template for the meeting. How can the new Portfolio Administrator prepare for this evaluation meeting effectively?
