Recently Updated Pages
Link Calendly to Participant List
Purpose Automate updating the Master List when interviews are scheduled in Calendly. Each new Ca...
Prep Vantage Space
Purpose We use Vantage Space to collect usability study data. By uploading floor plans, we can a...
Layers 6: Occupancy
Once the usability study data is collected and analyzed, we update the floor plan with colors to ...
Layer 5: Data Points/Shapes
Use this layer after the study has been completely set up in Vantage Space to add the point numbe...
Set up Project Timeline in Ops Logistics
Purpose A project timeline is vital for managing a project and ensuring it's completed on time. ...
Sales to Project Team Handoff meeting
Purpose The Sales-to-Project Team Handoff marks the start for ops—sales delivers the client/scop...
Scoping Document (Deliverable)
Purpose The Scoping Document summarizes the Pre Sales Alignment Meeting and sets the strategy fo...
Prepare project alignment data
Purpose Prepare the data for analysis Responsible Party Project Strategist or Data Analyst In...
Create Alignment Meeting Project in Ops Logistics
Purpose Creating the project in Ops Logistics allows the Ops Team to incorporate its related tas...
Stock preferred snacks
Purpose Make the new hire feel welcome by honoring their stated snack/drink preferences. Respon...
Order Business Cards (Sales/BD)
Purpose Equip BD team members with business cards to share contact info, signal brand credibilit...
Schedule 30/60/90-Day Check-Ins with Manager
Purpose Create a steady cadence for mutual feedback, support, and course-correction during the f...
Email signature
Purpose Branding and consistency. Responsible Maria (for now) Interdependencies New hire...
Add to ninety.io
Purpose Include the new hire in EOS tools (accountability, L10s, scorecards) on Day 1. Responsi...
Create new hire's Google and Microsoft accounts
Purpose Issue a company email (the root identity for logins) and baseline app access. Responsib...
Send What to Expect email
Purpose Give the new hire confidence and clear next steps for Day 1. Responsible Party Office ...
Background Check via Worksmart
Purpose Manage risk and protect people. Responsible Office Manager or Operations Manager. Int...
Prepare workstation
Purpose Ensure the new hire has space and resources on their first day. Responsible Party Offi...
Create schedules for the new hire’s first two weeks.
Purpose Provide structure for the onboarding period. Responsible Party Office Manager Interde...
Establish new hire in the onboarding spreadsheet
Purpose Make sure we don't miss a step when onboarding Responsible Party Office Manager Inter...