Approval: HR on the Familiarization with Organization's Policies
12
Overview of Ongoing Projects
13
Schedule Training for Soft Skills
14
Understand and sign Non-Disclosure Agreement
15
Assign Initial Tasks and Projects
16
Understanding of the VC’s Investment Strategies
17
Approval: Legal on Non-Disclosure Agreement
18
Identify and Understand Key Stakeholders
19
Plan for First 90 Days
20
Implement a Buddy System
Prepare the onboarding manual for the new Venture Capital Strategic Partnerships Manager
Create a comprehensive onboarding manual that includes details on the company's mission, values, goals, and culture. Include information on the role of the Venture Capital Strategic Partnerships Manager, their responsibilities, and the expectations for success. Provide step-by-step instructions for accessing necessary resources and tools, and include any relevant policies or procedures. This manual will serve as a guide for the new manager, helping them navigate their new role and understand how their work contributes to the overall success of the organization.
Arrange introductory meeting with team members
Schedule a meeting with the team members to introduce the new Venture Capital Strategic Partnerships Manager. During this meeting, encourage team members to share their backgrounds and expertise, and provide an opportunity for the new manager to ask questions. This meeting will help build relationships, foster collaboration, and create a sense of belonging for the new manager.
Review Organization's Policies and Guidelines
Review the organization's policies and guidelines with the new Venture Capital Strategic Partnerships Manager. This will help familiarize them with the company's expectations for professional conduct, information security, and confidentiality. Discuss any specific policies or guidelines that are relevant to their role, such as data privacy or conflict of interest policies.
Introduction to venture capital processes and workflow
Provide an overview of the organization's venture capital processes and workflow to the new Venture Capital Strategic Partnerships Manager. Explain how deals are sourced, evaluated, and managed, and discuss any key metrics or performance indicators that are used to track success. This will help the new manager understand the context in which they will be working and enable them to make informed decisions.
Review Roles and Responsibilities Document
Review the Roles and Responsibilities document with the new Venture Capital Strategic Partnerships Manager. This document outlines the expectations, duties, and key responsibilities of the role. Discuss any updates or changes that have been made since the last version and clarify any questions or concerns the manager may have.
Setup Workstation and IT Access
Ensure that the new Venture Capital Strategic Partnerships Manager has a fully functional workstation and the required IT access. This may include setting up a computer, phone, email account, access to relevant software and systems, and any necessary security measures. Test the IT setup to ensure everything is working properly and provide instructions on how to seek IT support if needed.
1
Arranging computer equipment
2
Setting up email account
3
Granting access to relevant software and systems
Providing Training on relevant Software tools
Provide training to the new Venture Capital Strategic Partnerships Manager on the relevant software tools they will be using in their role. This may include CRM systems, project management tools, communication platforms, or any other software specific to the organization. Ensure the new manager understands how to navigate and utilize these tools effectively to support their work.
1
CRM systems
2
Project management tools
3
Communication platforms
Scheduling Meeting with Relevant Departments
Schedule meetings with relevant departments or teams that the Venture Capital Strategic Partnerships Manager will be working closely with. Facilitate introductions and provide an opportunity for the new manager to learn about the department's goals, initiatives, and key stakeholders. This will help build relationships and establish effective communication channels between teams.
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Business Development
2
Finance
3
Legal
4
Marketing
5
Operations
Approval: Manager on the Understanding of the Venture Capital Processes
Will be submitted for approval:
Introduction to venture capital processes and workflow
Provide an overview of the organization's partner relations management strategies to the new Venture Capital Strategic Partnerships Manager. Explain how the organization communicates and maintains relationships with partners, including the types of partnerships, communication channels, and key metrics for success. Discuss any existing partnerships or initiatives that the manager will be responsible for.
Approval: HR on the Familiarization with Organization's Policies
Will be submitted for approval:
Review Organization's Policies and Guidelines
Will be submitted
Overview of Ongoing Projects
Provide a high-level overview of the ongoing projects and initiatives that the new Venture Capital Strategic Partnerships Manager will be involved in. Explain the objectives, timelines, and key stakeholders for each project, and highlight any potential challenges or risks. This will help the manager understand the current priorities and context for their work.
Schedule Training for Soft Skills
Schedule training sessions for the new Venture Capital Strategic Partnerships Manager to develop and enhance their soft skills. Soft skills are crucial for building relationships, communicating effectively, and managing stakeholders. Identify the specific areas where the manager may benefit from additional training, such as negotiation skills or conflict resolution.
1
Negotiation skills
2
Communication skills
3
Conflict resolution
Understand and sign Non-Disclosure Agreement
Review the organization's Non-Disclosure Agreement (NDA) with the new Venture Capital Strategic Partnerships Manager. Explain the purpose of the NDA, its importance in protecting confidential information, and the consequences of violating the agreement. Provide an opportunity for the manager to ask questions and, once they understand the terms, have them sign the NDA.
Assign Initial Tasks and Projects
Assign initial tasks and projects to the new Venture Capital Strategic Partnerships Manager to get them started on their role. These tasks should be aligned with their responsibilities and provide an opportunity for them to contribute to ongoing projects or initiatives. Clearly communicate the objectives, deliverables, and timelines for each task or project.
Understanding of the VC’s Investment Strategies
Provide an overview of the organization's venture capital investment strategies to the new Venture Capital Strategic Partnerships Manager. Explain the target industries, sectors, or geographic regions where the organization focuses its investments. Discuss any specific criteria or evaluation methods used to make investment decisions and highlight any recent successful investments.
Approval: Legal on Non-Disclosure Agreement
Will be submitted for approval:
Understand and sign Non-Disclosure Agreement
Will be submitted
Identify and Understand Key Stakeholders
Help the new Venture Capital Strategic Partnerships Manager identify and understand the key stakeholders they will interact with in their role. Discuss the roles and interests of each stakeholder and provide insights into their expectations, preferences, and communication styles. This understanding will enable the manager to effectively engage with stakeholders and build strong relationships.
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Founders
2
Investors
3
Industry experts
4
Legal advisors
5
Marketing team
Plan for First 90 Days
Collaborate with the new Venture Capital Strategic Partnerships Manager to create a plan for their first 90 days in the role. Outline the specific goals, objectives, and milestones they should aim to achieve during this period. Consider both short-term and long-term priorities, and provide guidance on how to navigate the organization's resources and networks to support their work.
Implement a Buddy System
Pair the new Venture Capital Strategic Partnerships Manager with an experienced team member who can serve as their buddy. The buddy should provide guidance, support, and mentorship to help the new manager navigate their role and integrate into the team. Encourage regular check-ins and provide resources or tools to facilitate the buddy system.