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Onboarding areas
Area
Description
I'll know I am ready for this when....
Drilldown section
1
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)
2
Business
How the business works
I've learned how our business / go-to-market model works and set a path for our next bets
3
Product
How the product works
I've learned how our product works and set a path for our next product bets
4
Technology
How our tech stack works
I've learned how our tech stack is built and can draw a picture for a new employee
5
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.
6
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
1
Business
1-1s with key sales and marketing leaders (including BD, ops, comms, legal, etc as appropriate)
2
1
Business
Get finance team run-down of past performance
3
2
Business
Shadow 5 sales pitches
4
2
Business
Shadow 5 support calls
5
2
Business
Go through active marketing campaigns
6
3
Business
Do side-by-side training of sales tools (Salesforce, etc)
7
4
Business
Pitch a client as primary
8
4
Business
Handle 5 support calls as primary
9
5
Business
Draft of “My observations of our business” and recommended changes
10
6
Business
(fill in)
11
7
Business
(fill in)
12
8
Business
Publish revised business plan / strategy
13
1
Cadence
Attend all meetings my predecessor went to
14
2
Cadence
Attend/ observe most of the skip-level meetings that my reports go to
15
3
Cadence
Attend/observe most of the meetings that my peers go to
17
5
Cadence
Draft a new Meeting Operating System for the team
18
6
Cadence
(fill in)
19
7
Cadence
Construct new templates for new meetings
20
8
Cadence
Roll out new Meeting Operating system (update calendar invites, publish meeting docs)
21
1
Product
Go through unaided new user onboarding for each of the key personas of the product (persona 1, persona 2, admins, etc)
22
1
Product
1-1s with key Product, Eng, Ux leaders
23
2
Product
Have each product area leader walk through how their area of the product works
24
3
Product
Review last N product reviews for each product area
26
5
Product
(fill in)
27
6
Product
Draft of “Proposal for new product bets”
28
7
Product
Meet with key product leads to socialize revised plan
29
8
Product
Publish review product bets
30
1
Strategy
Read last N board decks and make notes / questions
31
1
Strategy
Read last N post-planning strategy memos and make notes / questions
32
1
Strategy
CEO briefing: What’s on their mind?
33
2
Strategy
Get current strategy pitch from key functional leaders and random employees
34
2
Strategy
CEO check-in: Early questions and impressions
35
3
Strategy
Interview board of directors on their views on strategy
36
3
Strategy
Meet with trusted 3rd parties (analysts, other investors, etc) and ask for competitive strategy breakdown
37
3
Strategy
CEO check-in: Early questions and impressions
39
5
Strategy
CEO report: Your early proposal on the strategy ー including eigenquestions
40
6
Strategy
(fill in)
41
7
Strategy
Strategy offsite with key leads to align on key questions
42
8
Strategy
Publish revised strategy
43
1
Team
1-1s with all reports
44
2
Team
1-1s with all next level reports
45
2
Team
1-1s with all peers
46
3
Team
1-1s with key culture carriers (ask around for who they are!)
47
3
Team
1-1s with key cross-functional leads
48
3
Team
Reviewed interview feedback for the last N hires
49
4
Team
Draft of new org plan ready for soft socialization
50
5
Team
(fill in)
51
6
Team
New job descriptions written
52
6
Team
New interview kits in place
53
7
Team
(fill in)
54
8
Team
New org rolled out
55
1
Technology
Have each eng area lead draw me a picture of how their part of the stack works
56
2
Technology
Redraw all the pictures and present back for feedback (”did I get this right?”)
57
3
Technology
Have engineer help setup a dev environment for me
58
4
Technology
Fix a bug
59
5
Technology
Draft list of key tech choices that we’ve made - circulate for feedback
60
6
Technology
(fill in)
61
7
Technology
(fill in)
62
8
Technology
Successfully describe the tech stack to a new incoming engineer
There are no rows in this table
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