Remote IT Business Relationship Manager Onboarding
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Remote IT Business Relationship Manager Onboarding
1
Provide Company Overview Presentation
2
Sending IT Kit to Employee's Location
3
Set Up Company Email Account
4
Creating Profiles on Essential Software and Return Pathways
5
Introduction to IT Team
6
Approval: IT team introduction
7
Assigning Mentor / Buddy for Guidance
8
Setting up Meetings with Key Stakeholders
9
Provide Detailed Roles and Responsibilities Documentation
10
Training on Company Tools and Software
11
Approval: Training Completion
12
Orientation for Company Culture
13
Detail the Business Strategies of the Firm
14
Provide Access to Shared Drives and Databases
15
Training on Management of Confidential Information
16
Introduction to Key Business Contacts
17
Establish Regular Check-in Schedule
18
Discuss Expectations and Goals
19
First Assignment/Project Overview
20
Approval: First Assignment/Project
Provide Company Overview Presentation
Give a detailed presentation about the company, its values, goals, and achievements so far. Explain the company's mission and how the IT department contributes to it. Encourage questions and discussions to make the session interactive and engaging.
Sending IT Kit to Employee's Location
Arrange the delivery of an IT kit to the employee's location, including all necessary hardware, software, and peripherals. Clearly explain the process, expected delivery time, and provide tracking information. Ensure the employee has the necessary tools to perform their tasks effectively.
Set Up Company Email Account
Establish a company email account for the new IT Business Relationship Manager. Provide instructions on how to access the account, set a password, and configure the email client if necessary. Explain the company's email policies, security measures, and protocols.
Creating Profiles on Essential Software and Return Pathways
Create profiles for the IT Business Relationship Manager on essential software and return pathways used by the IT team. Specify the purpose and importance of each software and pathway. Provide login credentials and instructions on how to access and navigate these tools.
1
CRM system
2
Project management tool
3
Ticketing system
4
Knowledge base
5
Collaboration platform
Introduction to IT Team
Introduce the new IT Business Relationship Manager to the IT team. Provide a brief overview of each team member's role, areas of expertise, and contact information. Encourage the IT team to connect and offer assistance as needed.
Approval: IT team introduction
Will be submitted for approval:
Introduction to IT Team
Will be submitted
Assigning Mentor / Buddy for Guidance
Assign a mentor or buddy to the new IT Business Relationship Manager for guidance and support during the onboarding process. Choose someone experienced and knowledgeable who can provide insights, answer questions, and help the new manager navigate the company's systems and processes.
Setting up Meetings with Key Stakeholders
Facilitate meetings between the new IT Business Relationship Manager and key stakeholders. Identify the stakeholders involved, their roles, and the purpose of the meetings. Coordinate schedules and logistics to ensure productive discussions and relationship building.
1
CEO
2
CFO
3
CTO
4
Department heads
5
Project managers
Provide Detailed Roles and Responsibilities Documentation
Provide the new IT Business Relationship Manager with a comprehensive document outlining their roles and responsibilities. Include details about the scope of their position, key objectives, and expectations. Clearly define their authority, reporting structure, and any team members they will manage.
Training on Company Tools and Software
Provide training on the company's specific tools and software used by the IT Business Relationship Manager. Explain how these tools and software enhance productivity and streamline processes. Demonstrate their usage, customization options, and integration capabilities.
1
CRM system
2
Project management tool
3
Ticketing system
4
Knowledge base
5
Collaboration platform
Approval: Training Completion
Will be submitted for approval:
Training on Company Tools and Software
Will be submitted
Orientation for Company Culture
Conduct an orientation session to familiarize the new IT Business Relationship Manager with the company's culture, values, and work environment. Promote a sense of belonging and alignment by explaining the company's history, mission, vision, and core principles.
Detail the Business Strategies of the Firm
Provide a detailed overview of the business strategies implemented by the company. Explain how these strategies align with the IT department's goals and objectives. Emphasize the importance of understanding and supporting these strategies for successful collaboration.
Provide Access to Shared Drives and Databases
Grant the new IT Business Relationship Manager access to shared drives and databases containing essential documentation, resources, and information. Explain the structure, organization, and purpose of these drives and databases. Provide instructions on how to navigate, search, and contribute to them.
Training on Management of Confidential Information
Deliver training on the management of confidential information to the new IT Business Relationship Manager. Highlight the importance of data privacy, security protocols, and compliance with legal and industry regulations. Outline best practices for handling, storing, and sharing sensitive information.
Introduction to Key Business Contacts
Introduce the new IT Business Relationship Manager to key business contacts and stakeholders outside the IT department. Provide their roles, responsibilities, and contact information. Emphasize the value of building strong relationships and collaborating effectively with these individuals.
Establish Regular Check-in Schedule
Establish a regular check-in schedule with the new IT Business Relationship Manager to monitor progress, address concerns, and offer support. Determine the preferred communication channel(s) and agree on the frequency and duration of these check-ins. Encourage open communication and feedback.
1
Email
2
Phone
3
Video conferencing
4
Instant messaging
5
In-person
1
Daily
2
Weekly
3
Biweekly
4
Monthly
5
Quarterly
Discuss Expectations and Goals
Engage in a discussion with the new IT Business Relationship Manager to understand their expectations and goals. Set clear expectations regarding performance, deliverables, and responsibilities. Align these expectations with the company's objectives and collaborate on defining measurable goals.
First Assignment/Project Overview
Provide an overview of the first assignment or project the new IT Business Relationship Manager will be working on. Explain the context, objectives, deliverables, and timeline. Address any questions or concerns they may have and confirm their understanding of the assignment/project.