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Executive Onboarding: Shishir's Tips & Best Practices
Executive Onboarding: Shishir's Tips & Best Practices
Designing your 8-week plan
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Onboarding Area:
Strategy
Week
Milestone
Accomplished?
Detail
Week
Milestone
Accomplished?
Detail
1
Read last N board decks and make notes / questions
Read last N post-planning strategy memos and make notes / questions
CEO briefing: What’s on their mind?
2
Get current strategy pitch from key functional leaders and random employees
CEO check-in: Early questions and impressions
3
Interview board of directors on their views on strategy
Meet with trusted 3rd parties (analysts, other investors, etc) and ask for competitive strategy breakdown
CEO check-in: Early questions and impressions
4
Draft of key strategic
Eigenquestions
ready for review
5
CEO report: Your early proposal on the strategy ー including eigenquestions
6
(fill in)
7
Strategy offsite with key leads to align on key questions
8
Publish revised strategy
Notes
<add notes, summaries, etc here>
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