Finance
Strategic Planner Onboarding
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Strategic Planner Onboarding

1
Welcome and introduction to the strategic planning department
2
Provide a tour of the office
3
Provide an outline of the strategic planning process
4
Distribute and discuss job description and responsibilities
5
Initial training on the strategic planning tools and software
6
Introduction to strategic planning team members
7
Assignment of first task related to strategic planning
8
Provide handbook and policy documents regarding strategic planning
9
First week performance review
10
Approval: Manager on initial task performance
11
Offer a detailed overview of company's strategic position and goals
12
Detailed guidance on how to align strategies with company's goals
13
Provide access to previous strategic reports and plans
14
Participation in first strategic meeting
15
Approval: Team lead on meeting participation and understanding
16
Offer mentorship program
17
Train on communication protocols within the team
18
Discuss long-term career prospects and growth opportunities
19
Performance review after first month
20
Approval: Human Resources on first month performance review