{"id":30661,"date":"2023-08-15T05:11:15","date_gmt":"2023-08-15T05:11:15","guid":{"rendered":"https:\/\/www.process.st\/templates\/deal-origination-associate-onboarding\/"},"modified":"2024-03-05T13:39:06","modified_gmt":"2024-03-05T13:39:06","slug":"deal-origination-associate-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/deal-origination-associate-onboarding\/","title":{"rendered":"Deal Origination Associate Onboarding"},"content":{"rendered":"\n<section id=\"setup-new-hire-workspace-including-computer-email-and-necessary-software-tools\"> \n <h2>Setup new hire workspace including computer, email and necessary software tools<\/h2>\n <div class=\"text-content\">\n   As a Deal Origination Associate, it is important to have a well-equipped workspace to effectively perform your tasks. This task involves setting up your computer, email, and necessary software tools. By doing so, you will have access to the tools and resources needed to collaborate with the team and carry out your responsibilities. What resources or tools do you need to perform your tasks efficiently? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Computer setup requirements <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email setup requirements <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Software tools setup requirements <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-welcome-packet-and-discuss-company-policies\"> \n <h2>Provide welcome packet and discuss company policies<\/h2>\n <div class=\"text-content\">\n   We want to ensure that your transition into the company is smooth and that you are familiar with our policies. By providing you with a welcome packet and discussing our company policies, you will have a clear understanding of what is expected from you as a Deal Origination Associate. What topics or policies would you like to learn more about? \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload welcome packet <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Topics\/Policies you want to know more about <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"meet-with-hr-for-benefits-and-payroll-setup\"> \n <h2>Meet with HR for benefits and payroll setup<\/h2>\n <div class=\"text-content\">\n   To ensure that you receive all the benefits and are appropriately set up for payroll, it is important to have a meeting with our Human Resources team. This will allow them to provide you with the necessary information to enroll in our benefits program and set up your payroll. Do you have any specific questions or concerns regarding benefits or payroll? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Questions or concerns regarding benefits or payroll <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"introduce-to-the-deal-origination-team-and-relevant-stakeholders\"> \n <h2>Introduce to the Deal Origination team and relevant stakeholders<\/h2>\n <div class=\"text-content\">\n   In order to foster collaboration and create a strong network within the company, we will introduce you to the Deal Origination team and relevant stakeholders. This will allow you to establish relationships and better understand the roles and responsibilities of each team member. Who would you like to meet from the Deal Origination team and relevant stakeholders? \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Deal Origination team and stakeholders you would like to meet <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"setup-training-schedule-for-company-systems-and-processes\"> \n <h2>Setup training schedule for company systems and processes<\/h2>\n <div class=\"text-content\">\n   To ensure a smooth onboarding experience, we will set up a training schedule for you to familiarize yourself with the company's systems and processes. This will help you understand how different departments work together and how deals are originated within the company. Which systems and processes would you like to receive training on? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Systems and processes to receive training on <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      CRM \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Pipeline management system \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Deal sourcing methods \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Key partners\/clients \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Origination and structuring of deals \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"review-role-description-and-expectations\"> \n <h2>Review role description and expectations<\/h2>\n <div class=\"text-content\">\n   To align your expectations and clarify your responsibilities as a Deal Origination Associate, it is important to review your role description and expectations. This will help you understand how your work contributes to the overall success of the company and what is expected from you in your role. What aspects of your role description would you like to discuss further? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Aspects of role description to discuss further <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-supervisor-on-role-understanding\"> \n <h2>Approval: Supervisor on role understanding<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Review role description and expectations<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"start-training-on-companys-crm-and-other-key-tools\"> \n <h2>Start training on company's CRM and other key tools<\/h2>\n <div class=\"text-content\">\n   As a Deal Origination Associate, it is crucial to have a strong understanding and competency in using our company's CRM and other key tools. This task involves training you on how to effectively navigate and utilize these tools. How comfortable are you with using CRM and other key tools? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Comfort level with using CRM and other key tools <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Very comfortable \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Comfortable \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Neutral \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Uncomfortable \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Very uncomfortable \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"explanation-and-understanding-of-the-companys-pipeline-management-strategy\"> \n <h2>Explanation and understanding of the company\u2019s pipeline management strategy<\/h2>\n <div class=\"text-content\">\n   To ensure that you are aligned with the company's pipeline management strategy, it is important to provide you with an explanation and thorough understanding of it. This will help you effectively contribute to the deal origination process and make informed decisions. What aspects of the pipeline management strategy would you like to focus on during the explanation? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Aspects of pipeline management strategy to focus on <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-of-companys-deal-sourcing-methods\"> \n <h2>Review of company\u2019s deal sourcing methods<\/h2>\n <div class=\"text-content\">\n   Understanding the company's deal sourcing methods is crucial for a Deal Origination Associate. By reviewing these methods, you will gain insights into how the company identifies and sources potential deals. What specific deal sourcing methods are you interested in learning more about? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Deal sourcing methods to learn more about <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Networking \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Industry databases \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Partnerships \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Events \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Referrals \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"discussion-on-companys-key-partnersclients\"> \n <h2>Discussion on company\u2019s key partners\/clients<\/h2> \n<\/section> \n<section id=\"introduction-to-origination-and-structuring-of-deals\"> \n <h2>Introduction to origination and structuring of deals<\/h2> \n<\/section> \n<section id=\"meet-with-compliance-to-understand-related-regulations-and-laws\"> \n <h2>Meet with Compliance to understand related regulations and laws<\/h2> \n<\/section> \n<section id=\"initial-training-on-deal-origination-workflow-process\"> \n <h2>Initial training on deal origination workflow process<\/h2> \n<\/section> \n<section id=\"approval-training-manager-on-tool-and-process-understanding\"> \n <h2>Approval: Training Manager on tool and process understanding<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Start training on company's CRM and other key tools<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"shadow-senior-deal-origination-associate-for-actual-tasks\"> \n <h2>Shadow senior deal origination associate for actual tasks<\/h2> \n<\/section> \n<section id=\"participate-in-ongoing-deal-discussions-to-understand-the-process\"> \n <h2>Participate in ongoing deal discussions to understand the process<\/h2> \n<\/section> \n<section id=\"assessment-of-understanding-and-ability-to-perform-tasks\"> \n <h2>Assessment of understanding and ability to perform tasks<\/h2> \n<\/section> \n<section id=\"approval-supervisor-on-performance-in-initial-tasks\"> \n <h2>Approval: Supervisor on performance in initial tasks<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Shadow senior deal origination associate for actual tasks<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"set-future-performance-goals-and-continuous-learning-plan\"> \n <h2>Set future performance goals and continuous learning plan<\/h2> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Setup new hire workspace including computer, email and necessary software tools As a Deal Origination Associate, it is important to have a well-equipped workspace to effectively perform your tasks. This task involves setting up your computer, email, and necessary software tools. 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