{"id":30693,"date":"2023-08-16T05:07:39","date_gmt":"2023-08-16T05:07:39","guid":{"rendered":"https:\/\/www.process.st\/templates\/real-estate-private-equity-associate-onboarding\/"},"modified":"2024-04-25T09:12:33","modified_gmt":"2024-04-25T09:12:33","slug":"real-estate-private-equity-associate-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/real-estate-private-equity-associate-onboarding\/","title":{"rendered":"Real Estate Private Equity Associate Onboarding"},"content":{"rendered":"\n<section id=\"provide-the-associate-with-access-to-company-email-and-it-system\">\n <h2>Provide the associate with access to company email and IT system<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3eea7de9-5259-4f75-89a2-20cfce3b701c\/vIpw4a8j3LRqFd7NTAtGLA.png\" alt=\"Provide the associate with access to company email and IT system\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3eea7de9-5259-4f75-89a2-20cfce3b701c\/vIpw4a8j3LRqFd7NTAtGLA.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  Ensure that the new associate is given access to the company email and IT system. This task is essential for the associate to start communicating with internal team members and effectively carry out their job responsibilities. The desired result is for the associate to successfully log in to their email and IT system without any issues. Have you prepared the associate's login credentials?\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Associate's Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Associate's Username <\/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 <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Associate's Temporary Password <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"set-up-work-station-with-necessary-equipment-and-software\">\n <h2>Set up work station with necessary equipment and software<\/h2>\n <div class=\"text-content\">\n  Make sure that the new associate's work station is fully set up with all the necessary equipment and software. This task plays a crucial role in providing the associate with the tools they need to perform their job efficiently. The desired result is for the associate to have a fully functional work station. What specific equipment and software does the associate need?\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Equipment Needed <\/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     Laptop\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     Monitor\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     Keyboard\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     Mouse\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     Headset\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Other Equipment <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Software Needed <\/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     Microsoft Office Suite\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     Real Estate Investment Analysis Software\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     Communication Tools\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     Other Software\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Other Software <\/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-the-associate-to-the-real-estate-private-equity-team\">\n <h2>Introduce the associate to the real estate private equity team<\/h2>\n <div class=\"text-content\">\n  Ensure that the new associate is introduced to the real estate private equity team. This task is important for building connections and fostering a sense of belonging in the team. The desired result is for the associate to meet and become familiar with the team members. Who will be responsible for introducing the associate to the team?\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Team Member Responsible <\/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=\"assign-a-mentor-to-the-new-associate\">\n <h2>Assign a mentor to the new associate<\/h2>\n <div class=\"text-content\">\n  Assign a mentor to the new associate to provide guidance and support during their onboarding process. This task is crucial for helping the associate navigate their new role and establish a strong foundation. The desired result is for the associate to have a mentor assigned to them. Who will be the mentor for the new associate?\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Associate's Mentor <\/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=\"walkthrough-of-company-values-and-mission-statement\">\n <h2>Walkthrough of company values and mission statement<\/h2>\n <div class=\"text-content\">\n  Conduct a walkthrough of the company values and mission statement with the new associate. This task is important for instilling a sense of purpose and aligning the associate with the organization's core principles. The desired result is for the associate to have a clear understanding of the company values and mission statement. How will you conduct the walkthrough?\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Walkthrough Method <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/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     Presentation\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     Discussion\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     Written Material\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"initial-meeting-with-hr-to-explain-company-policies\">\n <h2>Initial meeting with HR to explain company policies<\/h2>\n <div class=\"text-content\">\n  Schedule an initial meeting with HR to explain and discuss the company policies with the new associate. This task is essential for ensuring that the associate understands and complies with the organization's policies and regulations. The desired result is for the associate to be familiar with the company policies. Have you scheduled the meeting with HR?\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting with HR Scheduled <\/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=\"overview-of-real-estate-private-equity-industry-and-firms-specific-approach\">\n <h2>Overview of real estate private equity industry and firm\u2019s specific approach<\/h2>\n <div class=\"text-content\">\n  Provide the new associate with an overview of the real estate private equity industry and the firm's specific approach. This task is important for giving the associate a holistic understanding of the industry landscape and the firm's unique strategies. The desired result is for the associate to grasp the key concepts and approaches. How will you deliver the overview?\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Delivery Method <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/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     Presentation\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     Discussion\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     Written Material\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"overview-of-companys-real-estate-portfolio\">\n <h2>Overview of company\u2019s real estate portfolio<\/h2>\n <div class=\"text-content\">\n  Give the new associate an overview of the company's real estate portfolio. This task is essential for familiarizing the associate with the firm's current holdings and investment projects. The desired result is for the associate to have a high-level understanding of the portfolio. How will you deliver the overview?\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Delivery Method <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/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     Presentation\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     Discussion\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     Written Material\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"training-on-companys-real-estate-investment-analysis-software\">\n <h2>Training on company\u2019s real estate investment analysis software<\/h2>\n <div class=\"text-content\">\n  Provide training to the new associate on the company's real estate investment analysis software. This task is crucial for equipping the associate with the necessary skills to analyze and evaluate potential investment opportunities. The desired result is for the associate to be proficient in using the software. How will you conduct the training?\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Training Method <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/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     One-on-one Training\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     Group Training\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     Video Tutorials\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-senior-associate-on-investment-analysis-training\">\n <h2>Approval: Senior Associate on investment analysis training<\/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\">\n        <span class=\"title\">Training on company\u2019s real estate investment analysis software<\/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=\"familiarization-with-companys-deal-sourcing-and-due-diligence-process\">\n <h2>Familiarization with company\u2019s deal sourcing and due diligence process<\/h2>\n <div class=\"text-content\">\n  Ensure that the new associate is familiarized with the company's deal sourcing and due diligence process. This task is important for enabling the associate to contribute effectively to the identification and evaluation of potential investment opportunities. The desired result is for the associate to understand the deal sourcing and due diligence process. What resources will you provide for familiarization?\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Resources Provided <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"first-live-deal-analysis-under-supervision-of-a-senior-associate\">\n <h2>First live deal analysis under supervision of a Senior Associate<\/h2>\n <div class=\"text-content\">\n  Facilitate the new associate's first live deal analysis under the supervision of a Senior Associate. This task is crucial for giving the associate hands-on experience in analyzing and evaluating real investment opportunities. The desired result is for the associate to successfully complete their first deal analysis. Who will be the Senior Associate supervising?\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Senior Associate Supervisor <\/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=\"approval-senior-manager-of-first-deal-analysis\">\n <h2>Approval: Senior Manager of first deal analysis<\/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\">\n        <span class=\"title\">First live deal analysis under supervision of a Senior Associate<\/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=\"attend-team-meeting-to-observe-deal-discussion-and-decision-making-process\">\n <h2>Attend team meeting to observe deal discussion and decision making process<\/h2>\n <div class=\"text-content\">\n  Invite the new associate to attend a team meeting to observe deal discussion and the decision-making process. This task is important for exposing the associate to the dynamics of deal evaluation and decision making within the team. The desired result is for the associate to gain insights into the team's decision-making process. Have you scheduled the team meeting?\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Team Meeting Scheduled <\/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=\"participate-in-client-meetings-to-understand-investor-relations\">\n <h2>Participate in client meetings to understand investor relations<\/h2>\n <div class=\"text-content\">\n  Encourage the new associate to participate in client meetings to better understand investor relations. This task is important for developing the associate's professional communication skills and building relationships with clients. The desired result is for the associate to gain exposure to client interactions. How will you facilitate the associate's participation in client meetings?\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Participation Method <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/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     Observer\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     Presenter\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     Contributor\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-director-of-client-meeting-participation\">\n <h2>Approval: Director of client meeting participation<\/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\">\n        <span class=\"title\">Participate in client meetings to understand investor relations<\/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=\"explanation-of-performance-tracking-and-reporting\">\n <h2>Explanation of performance tracking and reporting<\/h2>\n <div class=\"text-content\">\n  Provide an explanation of the performance tracking and reporting process to the new associate. This task is essential for ensuring that the associate understands how performance is measured and reported within the firm. The desired result is for the associate to have a clear understanding of the performance tracking and reporting process. Do you have the necessary materials ready for the explanation?\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Explanation Method <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/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     Presentation\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     Discussion\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     Written Material\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"understanding-of-compliance-requirements-and-risk-management-strategies\">\n <h2>Understanding of compliance requirements and risk management strategies<\/h2>\n <div class=\"text-content\">\n  Ensure that the new associate understands the compliance requirements and risk management strategies within the firm. This task is crucial for fostering a culture of compliance and minimizing potential risks. The desired result is for the associate to have a comprehensive understanding of compliance and risk management. 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This task is important for providing the associate with a practical understanding of how tasks and responsibilities are carried out. The desired result is for the associate to gain firsthand experience of the firm's operations. Have you scheduled the shadowing day?\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Shadowing Day Scheduled <\/label>\n   <div class=\"date-container\">\n    <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<\/section>\n<section id=\"completion-of-all-mandatory-compliance-and-ethics-training\">\n <h2>Completion of all mandatory compliance and ethics training<\/h2>\n <div class=\"text-content\">\n  Ensure that the new associate completes all mandatory compliance and ethics training. This task is essential for ensuring that the associate is aware of and adheres to the firm's compliance and ethical standards. The desired result is for the associate to successfully complete the training. How will you track the completion of training?\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Tracking Method <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/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     Online Platform\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     Attendance Sheet\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     Training Certificate\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Provide the associate with access to company email and IT system Ensure that the new associate is given access to the company email and IT system. 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