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Admin orientation
Purpose Inform the new hire about how DORIS handles expenses, office access, and security. Responsible Party Office Manager Interdependencies The meeting is scheduled. Directions Before the meeting: Ensure that an office key is available fo...
Tech Orientation
Purpose Get the new hire comfortable with the essential tech tools Responsible Party Maria (for now) Interdependencies Email account should be established. Directions Gather snacks and caffeine Find a place where two people can chat wit...
EOD check-in with Supervisor
Purpose Help the new hire transition into the rest of their week. Responsible Party Supervisor Interdependencies N/A Directions Debrief the day Answer any pending questions Explain the schedule and activities for the rest of the we...
Daily check-ins on tasks
Purpose Provide a feedback mechanism for new hire and supervisor. Responsible Party Supervisor Interdependencies N/A Directions Coordinate with the new hire to identify a time each day to meet. Follow a simple framework for each meeting. ...
Introduction to the DORIS process
Purpose Every DORIS employee needs to be familiar with the research process. It’s what we do! Responsible Party Lead Project Strategist Interdependencies N/A Directions Present the DORIS process across days 2-5 of the new hire’s Week One. Da...
1:1 with Owner(s)
Purpose Ensure the new hire feels valued, understands their strategic importance, and has the context needed to make meaningful contributions to the company's success. Responsible Party Owners Interdependencies Directions Conduct the meeting accordi...
Introduction to EOS
Purpose Help new hires understand the purpose and use of EOS and Ninety Responsible Party Supervisor Interdependencies Tech orientation meeting has occured. Directions Conduct the introduction based on the Onboarding :: Introduction to EOS agenda ...
Introduction to Worksmart
Purpose Help new hires understand the purpose and use of Worksmart Responsible Party Supervisor Interdependencies NH has login access to Worksmart/PrismHR website Directions Conduct the introduction based on the agenda Resources Onboarding :: ...
Brief the DORIS team on the new hire’s role in each external meeting
Purpose Ensure that everyone is comfortable when going into external meetings. Make DORIS look good in front of clients and partners. Responsible Party Office Manager Interdependencies The new hire’s supervisor has determined which meeting(s) the new ...
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 h...