Templates
Property Management
Property Analyst Onboarding
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Property Analyst Onboarding

1
Introduction to the company and team members
2
Issuance of office equipment and necessary materials
3
Set up company software and account
4
Familiarization with company’s property portfolio
5
Overview of company’s clients and stakeholders
6
Training on property analysis methods and tools used by the company
7
Approval: Supervising Analyst on Application of Analysis Methods
8
Familiarization with company’s property market research methods
9
Hands-on training on preparation of reports and presentations
10
Review of company’s values, ethics and confidentiality rules
11
Job responsibilities and performance expectation overview
12
Assignment of first reporting task to apply learned skills
13
Approval: Manager on Completed Task
14
Introduction to company’s performance evaluation system
15
Meetings to other department members to understand their roles
16
Meeting with Human Resources for benefits and policies orientation
17
Introduction to internal communication channels
18
Buddy system: pair up with experienced analyst for first week
19
Check-in meeting with the supervisor to discuss first week observations