Coda doc by Shishir Mehrotra
Shishir's Tips for Executive Onboarding
An 8-week guide to onboarding as a new executive.
Try Doc
Mobile
Desktop
About this doc

Over my career, I’ve had the chance to help onboard dozens of executives - either directly/indirectly in my own teams, or in advising others going through the transition. To be honest, most onboardings are not that successful. Parachuting in as a new executive in an already running team can be very tricky and organ rejection is common. But when this is done well, it can be a springboard for a multiplicative relationship. And it’s notable that the bigger the team, the harder this is.

This guide is written with (a) a few principles to think about in this process and then (b) a guide to the first 8 weeks.

Note that this is written as advice to the new executive, but don’t let that confuse the situation ー the responsibility of a successful onboarding is shared between the leader and the new exec. So feel free to swap the pronouns if the other role applies to you.

Meet Shishir Mehrotra

More docs from Shishir →

Doc building blocks
Shishir Mehrotra built this doc in Coda using these building blocks. Copy this doc to add on or customize as you see fit.
Tables
All your information in one place. Coda tables talk to each other, so everyone can work off their own view, off the same data.
Views
Filtered views of your milestones let you focus on each area in your 8-week plan.
Coda is a new doc. It's kind of like Google docs meets Excel, except it can do magic tricks.
Sign up to copy this doc.
Customise it to make it your own.
Use Coda to make new docs.
CODA DOC BY SHISHIR MEHROTRA
Shishir's Tips for Executive Onboarding
Sign up to copy it