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[ ] Complete all trainings from the Waterlily Processes section below[x] Post your first SoD post in the #daily-updates Slack channel[ ] Complete all to-dos from the Your Initial Onboarding Checklist section below[ ] Complete the first 11 to-dos from the Your Compliance Training Checklist section below[ ] Complete all trainings from the Company Culture section below[ ] Get started on the remaining security and compliance trainings[x] Book a weekly 1:1 with @Lily Vittayarukskul. After your first 2 months these will transition to every other week.[ ] Participate in your first EoD Sync[x] Post your first EoD post in the #daily-updates Slack channel
[ ] Post your SoD post in the #daily-updates Slack channel[ ] Complete all remaining security and compliance trainings[ ] Book a 15 minute 1:1 meeting with every team member, scheduled for some time this week[ ] Begin training on the Learning about Waterlily section below[ ] Participate in the EoD Sync[ ] Post your EoD post in the #daily-updates Slack channel
[ ] Post your SoD post in the #daily-updates Slack channel[ ] Complete all trainings in the Tech Platform Tutorials section below[ ] Continue to progress through the Learning about Waterlily section below[ ] Participate in the EoD Sync[ ] Post your EoD post in the #daily-updates Slack channel
[ ] Post your SoD post in the #daily-updates Slack channel[ ] Finish all trainings in the Learning about Waterlily section below[ ] Finish all trainings in the General Startup Education section below[ ] Begin training on the Industry Deep Dive Education section below[ ] Participate in the EoD Sync[ ] Post your EoD post in the #daily-updates Slack channel
[ ] Post your SoD post in the #daily-updates Slack channel[ ] Finish all trainings in the Industry Deep Dive Education section below[ ] Complete all trainings in the Additional Training for Generalists or Engineers section below, ****based on your role[ ] Book a pitch meeting with someone from the sales team for week 2[ ] Share feedback on Week 1 onboarding to your manager[ ] Participate in the EoD Sync[ ] Post your EoD post in the #daily-updates Slack channel
[ ] Post your SoD post in the #daily-updates Slack channel[ ] Practice pitching Waterlily Step 2 ()[ ] Tasks assigned by your manager[ ] Participate in the EoD Sync[ ] Post your EoD post in the #daily-updates Slack channel
[ ] Post your SoD post in the #daily-updates Slack channel[ ] Practice pitching Waterlily Step 2 () again, iterating on feedback from Day 6[ ] Tasks assigned by your manager[ ] Participate in the EoD Sync[ ] Post your EoD post in the #daily-updates Slack channel
[ ] Post your SoD post in the #daily-updates Slack channel[ ] Practice pitching Waterlily Step 3 (Pitch to someone on the sales team)[ ] Tasks assigned by your manager[ ] Participate in the EoD Sync[ ] Post your EoD post in the #daily-updates Slack channel
[ ] Post your SoD post in the #daily-updates Slack channel[ ] Practice onboarding the a team member to Waterlily (theyโll play the role of an advisor who deeply struggles with technology and who doesnโt know much about LTC planning)[ ] Tasks assigned by your manager[ ] Participate in the EoD Sync[ ] Post your EoD post in the #daily-updates Slack channel
[ ] Post your SoD post in the #daily-updates Slack channel[ ] Practice walking a team member through fake Waterlily results as if they are a consumer, and you are their advisor (theyโll play the role of an consumer who deeply struggles with technology and who isnโt very financially literate and doesnโt know much about LTC planning)[ ] Tasks assigned by your manager[ ] Participate in the EoD Sync[ ] Post your EoD post in the #daily-updates Slack channel
[x] Get set up with your Rippling account[ ] If purchasing and reimbursing: Purchase your work laptop[ ] Set up your work laptop[ ] Install Rippling MDM software on your laptop[ ] To install MDM on your laptop, you'll need to visit and follow the device-specific instructions. For Windows devices, you'll download and install the Rippling Agent, which will guide you through MDM enrollment. For macOS devices, you'll need to turn off Find My if enabled, install the Rippling Agent, and enroll in the MDM profile.[x] Set up your Waterlily email account[x] Download Slack for desktop[x] Download Slack for mobile[x] Set up your Slack account[x] Download Notion for desktop[x] Download Notion for mobile[x] Set up your Notion account[x] Create your account in Ramp[ ] Submit for reimbursement for your company laptop if you purchased it yourself via Ramp[ ] Finding weekly 1-1 time with Lily
[ ] Review the signature attestation form[ ] Print and sign the signature attestation form[ ] Scan and upload the scanned signature attestation form[ ] Document your training in the central training log and matrix[ ] Review the Procedure for Generation and Maintenance of SOPs[ ] Document your training in the central training log and matrix[ ] Review the Policy Management document[ ] Document your training in the central training log and matrix[ ] Do the same for all remaining required trainings as identified in the central training log and matrix
Waterlily Ops Hub
Hey ๐ Waterlily team! Welcome to my technical interview.
Week 1
Day 1
Day 2
Day 3
Day 4
Day 5
Week 2
Day 6
Day 7
Day 8
Day 9
Day 10
โ
Your Initial Onboarding Checklist:
Your Compliance Training Checklist:
Company Culture
Waterlily Processes
Learning about Waterlily
General Startup Education
Industry Deep Dive Education
Tech Platform Tutorials
Additional Training for Generalists
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