Introduction to the organization's vision and values
2
Briefing on roles and responsibilities
3
Tour of property and facilities
4
Familiarization with property management software
5
Review of building policies and procedures
6
Introduction to key team members and departments
7
Safety and emergency procedures training
8
Understanding tenant relationship management
9
Training on budgeting and maintenance planning
10
Skills development training for handling tenant issues
11
Documentation and record management training
12
Experience a day shadowing a current building manager
13
Review of escalations and handling procedure
14
Understanding the legal aspects and compliance guidelines
15
Training on service vendor management
16
Setup email and internal communication tools
17
Approval: Manager on completion of onboarding
18
Self assessment and feedback
19
Meeting with Human Resources to understand benefits and policies
Introduction to the organization's vision and values
In this task, the building manager will be introduced to the organization's vision and values. This will help them understand the overall goals and principles that guide the organization. It will also highlight the importance of these values in their role as a building manager. The desired result is for the building manager to align their work with the organization's vision and values and contribute towards its success. Do you understand the importance of aligning your work with the organization's vision and values?
1
Yes
2
No
Briefing on roles and responsibilities
This task involves briefing the building manager on their roles and responsibilities. The goal is to provide them with a clear understanding of what is expected of them in their role. This will help them perform their duties effectively and contribute to the smooth operations of the property management team. What are your key responsibilities as a building manager?
Tour of property and facilities
In this task, the building manager will be taken on a tour of the property and its facilities. This will help them familiarize themselves with the layout of the property and the various amenities available to tenants. The tour will also include important areas such as the main office, common areas, and utility rooms. The desired result is for the building manager to have a comprehensive understanding of the property's layout and facilities. Have you completed the tour of the property and facilities?
1
Yes
2
No
Familiarization with property management software
This task involves familiarizing the building manager with the property management software used by the organization. The software is a crucial tool that helps manage tenant information, maintenance requests, and other property-related tasks. The building manager will be trained on how to navigate the software, enter and retrieve data, and generate reports. The desired result is for the building manager to be proficient in using the property management software. Are you familiar with the property management software?
1
Yes
2
No
Review of building policies and procedures
In this task, the building manager will review the building policies and procedures. This will cover important areas such as tenant applications, lease agreements, maintenance protocols, and emergency response procedures. The building manager will be provided with the necessary resources to understand and adhere to these policies and procedures. The desired result is for the building manager to have a clear understanding of the building's policies and procedures. Have you reviewed the building policies and procedures?
1
Yes
2
No
Introduction to key team members and departments
This task involves introducing the building manager to key team members and departments. The building manager will have the opportunity to meet and interact with individuals from various departments such as maintenance, leasing, and accounting. This will help them understand the roles and responsibilities of each team member and develop connections within the organization. The desired result is for the building manager to have a network of colleagues and a clear understanding of the different departments. Have you met key team members from different departments?
1
Yes
2
No
Safety and emergency procedures training
This task involves providing the building manager with training on safety and emergency procedures. They will learn about protocols to follow in the event of a fire, power outage, or other emergencies. They will also be trained on the usage of safety equipment such as fire extinguishers and first aid kits. The desired result is for the building manager to be prepared to handle any safety or emergency situation that may arise. Have you completed the safety and emergency procedures training?
1
Yes
2
No
Understanding tenant relationship management
In this task, the building manager will learn about tenant relationship management. They will be trained on maintaining positive relationships with tenants, addressing their concerns and issues, and ensuring prompt and effective communication. The desired result is for the building manager to be skilled in managing tenant relationships and providing excellent customer service. Have you completed the training on tenant relationship management?
1
Yes
2
No
Training on budgeting and maintenance planning
This task involves providing the building manager with training on budgeting and maintenance planning. They will learn how to develop budgets for property maintenance and repairs, prioritize maintenance tasks, and track expenses. The desired result is for the building manager to have the knowledge and skills to effectively manage the property's budget and maintenance needs. Have you completed the training on budgeting and maintenance planning?
1
Yes
2
No
Skills development training for handling tenant issues
In this task, the building manager will undergo skills development training for handling tenant issues. They will learn effective communication techniques, conflict resolution strategies, and problem-solving skills. The training will also cover dealing with difficult tenants, managing complaints, and ensuring tenant satisfaction. The desired result is for the building manager to be equipped with the necessary skills to handle various tenant issues. Have you completed the skills development training for handling tenant issues?
1
Yes
2
No
Documentation and record management training
This task involves providing the building manager with training on documentation and record management. They will learn how to maintain accurate records of tenant information, maintenance requests, lease agreements, and other important documents. The training will also cover data privacy and security protocols. The desired result is for the building manager to be proficient in documentation and record management. Have you completed the documentation and record management training?
1
Yes
2
No
Experience a day shadowing a current building manager
In this task, the building manager will have the opportunity to shadow a current building manager for a day. They will observe and learn from an experienced professional as they handle various tasks and interact with tenants and team members. The desired result is for the building manager to gain practical insights and learn best practices from the experienced building manager. Have you experienced a day shadowing a current building manager?
1
Yes
2
No
Review of escalations and handling procedure
This task involves reviewing the escalations and handling procedure with the building manager. They will learn how to address and resolve escalated issues from tenants, team members, or other stakeholders. The training will cover effective communication, conflict resolution, and decision-making skills. The desired result is for the building manager to be able to handle escalations and resolve issues in a timely and satisfactory manner. Have you reviewed the escalations and handling procedure?
1
Yes
2
No
Understanding the legal aspects and compliance guidelines
In this task, the building manager will learn about the legal aspects and compliance guidelines related to property management. They will be trained on legal requirements such as fair housing laws, lease agreements, and eviction procedures. The training will also cover compliance with health and safety regulations. The desired result is for the building manager to have a solid understanding of the legal aspects and compliance guidelines in property management. Have you completed the training on legal aspects and compliance guidelines?
1
Yes
2
No
Training on service vendor management
This task involves providing the building manager with training on service vendor management. They will learn how to select, contract, and manage service vendors such as cleaning companies, maintenance contractors, and landscaping services. The training will cover vendor evaluation, negotiation, and performance monitoring. The desired result is for the building manager to be skilled in managing service vendor relationships and ensuring quality service delivery. Have you completed the training on service vendor management?
1
Yes
2
No
Setup email and internal communication tools
This task involves setting up email and internal communication tools for the building manager. They will be provided with the necessary login credentials and instructions to access their official email account and internal communication platforms. The desired result is for the building manager to have access to these communication tools to effectively communicate with tenants, team members, and other stakeholders. Have you completed the setup of email and internal communication tools?
1
Yes
2
No
Approval: Manager on completion of onboarding
Will be submitted for approval:
Introduction to the organization's vision and values
Will be submitted
Briefing on roles and responsibilities
Will be submitted
Tour of property and facilities
Will be submitted
Familiarization with property management software
Will be submitted
Review of building policies and procedures
Will be submitted
Introduction to key team members and departments
Will be submitted
Safety and emergency procedures training
Will be submitted
Understanding tenant relationship management
Will be submitted
Training on budgeting and maintenance planning
Will be submitted
Skills development training for handling tenant issues
Will be submitted
Documentation and record management training
Will be submitted
Experience a day shadowing a current building manager
Will be submitted
Review of escalations and handling procedure
Will be submitted
Understanding the legal aspects and compliance guidelines
Will be submitted
Training on service vendor management
Will be submitted
Setup email and internal communication tools
Will be submitted
Self assessment and feedback
In this task, the building manager will perform a self-assessment of their performance and provide feedback on their onboarding experience. They will reflect on their strengths, areas for improvement, and any challenges faced during the onboarding process. The desired result is for the building manager to have a self-awareness of their performance and provide valuable feedback for further improvement. Have you completed the self assessment and provided feedback?
1
Yes
2
No
Meeting with Human Resources to understand benefits and policies
This task involves scheduling a meeting with Human Resources to understand the organization's benefits and policies. The building manager will have the opportunity to learn about employee benefits, leave policies, and any other relevant HR policies. The desired result is for the building manager to have a clear understanding of the organization's HR policies and benefits. Have you scheduled a meeting with Human Resources to understand benefits and policies?