Transition new hire to training

Purpose

Begin training NH for role-specific responsibilities 

Responsible Party

For Ops: Ops Manager, Lead Research Strategist, Data Analyst

For Sales: Office Manager, Fractional VP of Sales, President, VP of Ops

Interdependencies

Onboarding activities have been satisfactorily completed. 

Directions

1.  Check NH has basic understanding of what DORIS does and daily functions/expectations. 

Resources

Department specific training on Bookstack. (will need to update this -MD (9/4/25)