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Onboarding areas
Area
Description
I'll know I am ready for this when....
Drilldown section
Team
Who the team is and how it is structured
I've recommended my go-forward org structure (after meeting everyone on my team and my peers) and reset the hiring plan (including job descriptions and interview kits)
Business
How the business works
I've learned how our business / go-to-market model works and set a path for our next bets
Product
How the product works
I've learned how our product works and set a path for our next product bets
Technology
How our tech stack works
I've learned how our tech stack is built and can draw a picture for a new employee
Cadence
How the team works
I've published a doc on my go-forward meeting cadence, changed all the relevant meetings, and published new templates showing how I want each one to run.
Strategy
What our strategy is
I've written a strategy memo and sent it out to the team.
There are no rows in this table
Area Milestones
Week
Area
Milestone
Accomplished?
Detail
1
Business
1-1s with key sales and marketing leaders (including BD, ops, comms, legal, etc as appropriate)
1
Business
Get finance team run-down of past performance
2
Business
Shadow 5 sales pitches
2
Business
Shadow 5 support calls
2
Business
Go through active marketing campaigns
3
Business
Do side-by-side training of sales tools (Salesforce, etc)
4
Business
Pitch a client as primary
4
Business
Handle 5 support calls as primary
5
Business
Draft of “My observations of our business” and recommended changes
6
Business
(fill in)
7
Business
(fill in)
8
Business
Publish revised business plan / strategy
1
Cadence
Attend all meetings my predecessor went to
2
Cadence
Attend/ observe most of the skip-level meetings that my reports go to
3
Cadence
Attend/observe most of the meetings that my peers go to
There are no rows in this table
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