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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
5
Cadence
Draft a new Meeting Operating System for the team
6
Cadence
(fill in)
7
Cadence
Construct new templates for new meetings
8
Cadence
Roll out new Meeting Operating system (update calendar invites, publish meeting docs)
1
Product
Go through unaided new user onboarding for each of the key personas of the product (persona 1, persona 2, admins, etc)
1
Product
1-1s with key Product, Eng, Ux leaders
2
Product
Have each product area leader walk through how their area of the product works
3
Product
Review last N product reviews for each product area
5
Product
(fill in)
6
Product
Draft of “Proposal for new product bets”
7
Product
Meet with key product leads to socialize revised plan
8
Product
Publish review product bets
1
Strategy
Read last N board decks and make notes / questions
1
Strategy
Read last N post-planning strategy memos and make notes / questions
1
Strategy
CEO briefing: What’s on their mind?
2
Strategy
Get current strategy pitch from key functional leaders and random employees
2
Strategy
CEO check-in: Early questions and impressions
3
Strategy
Interview board of directors on their views on strategy
3
Strategy
Meet with trusted 3rd parties (analysts, other investors, etc) and ask for competitive strategy breakdown
3
Strategy
CEO check-in: Early questions and impressions
5
Strategy
CEO report: Your early proposal on the strategy ー including eigenquestions
6
Strategy
(fill in)
7
Strategy
Strategy offsite with key leads to align on key questions
8
Strategy
Publish revised strategy
1
Team
1-1s with all reports
2
Team
1-1s with all next level reports
2
Team
1-1s with all peers
3
Team
1-1s with key culture carriers (ask around for who they are!)
3
Team
1-1s with key cross-functional leads
3
Team
Reviewed interview feedback for the last N hires
4
Team
Draft of new org plan ready for soft socialization
5
Team
(fill in)
6
Team
New job descriptions written
6
Team
New interview kits in place
7
Team
(fill in)
8
Team
New org rolled out
1
Technology
Have each eng area lead draw me a picture of how their part of the stack works
2
Technology
Redraw all the pictures and present back for feedback (”did I get this right?”)
3
Technology
Have engineer help setup a dev environment for me
4
Technology
Fix a bug
5
Technology
Draft list of key tech choices that we’ve made - circulate for feedback
6
Technology
(fill in)
7
Technology
(fill in)
8
Technology
Successfully describe the tech stack to a new incoming engineer
There are no rows in this table
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