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Cadence of People Managing Check ins are preferred in person, but weekly check-ins can be virtual. Weekly Check-in with direct supervisor (in person or virtual) Monthly Check-in with Tooman (or VP/Director once DORIS grows) - (...

Purpose A quick touch base to ensure open lines of communication - this is NOT a tactical meeting to discuss specific projects or to-dos. It is meant for more relational work, training, and professional development. It is more employee-focused than DORIS oper...

Purpose Intentional time with each employee with higher-level leadership.  Duration = 45 minutes Preferred in person at DORIS office Agenda How’s it going? Personal At DORIS Professional Development / Rock Work Progress ...

Purpose An EOS meeting, where the employee does a lot of the talking. The people manager should sit in curiosity asking questions, beginning with the prompt and asking follow-up questions. The manager should have their own answers to the questions as well, bu...

Purpose This meeting is both a review of performance in the last year, holistically what was achieved and how the employee contributed to the DORIS community. It is a retrospective look back at the previous year and then a prospective planning for the followi...

Purpose This should be celebratory - a thank you to the employee for their work and contribution to DORIS. From a business perspective, this should be an effort to increase retention and tenure at the organization. Duration = 1 hour In Person  Potentially ...

Google doc providing definitions of commonly used jargon + acronyms. 

Purpose Closing the interview disallows people to submit responses after the end date.  Responsible Party Research Associate, Data Analyst Interdependencies The interview dates have passed.  Directions Navigate to/click on settings on the top Edit...

Purpose Manage risk and protect people. Responsible Office Manager or Operations Manager. Interdependencies Owner(s) notify DORIS to initiate the background check. Why It Matters Verify identity & credentials: name/SSN, employment, education, licens...

Purpose Give the new hire confidence and clear next steps for Day 1. Responsible Party Office Manager Interdependencies Owner(s) confirm the candidate has accepted and signed. Start date is set. Directions Confirm the highlighted details in the What...

Purpose Collect information to establish the new hire in Worksmart. Responsible Party Office Manager (sent from Owner’s email)  Interdependencies The owner (s) inform the DORIS team that the new hire has accepted the offer and signed a contract. ...

Purpose Issue a company email (the root identity for logins) and baseline app access. Responsible Maria (for now) Interdependencies Signed contract received Start date confirmed Standards Email format: [first]@dorisresearch.com Dis...

Purpose Include the new hire in EOS tools (accountability, L10s, scorecards) on Day 1. Responsible Meghan Tooman (someone will need to remind Meghan). Interdependencies Signed offer received and start date confirmed. Directions Create user &...

Purpose Branding and consistency. Responsible Maria (for now) Interdependencies New hire's Google account is created. Directions (Gmail) Sign in to the new hire’s Gmail. Go to Settings → See all settings → General → Signature. Crea...

Purpose Make the new hire feel welcome by honoring their stated snack/drink preferences. Responsible Office Manager Interdependencies New hire replied to the What to Expect email with snack info (or nudge them if no reply 3+ days before start). D...

Purpose Provide structure for the onboarding period. Responsible Party Office Manager Interdependencies The new hire’s Google calendar has been created. Note: New hires are expected to come into the office every day for their first two weeks. Com...

Purpose Create a steady cadence for mutual feedback, support, and course-correction during the first 3 months. Responsible Supervisor (primary). Owners (Sam/Meghan) attend as noted. Interdependencies New hire’s Google calendar is active. Role exp...

Purpose Equip BD team members with business cards to share contact info, signal brand credibility, and support prospecting. Responsible Office Manager Interdependencies Sales Lead confirms who needs cards and the quantity per person. Directions ...