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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...
Uploading Participant List to Question Pro
Purpose To upload participant contact information into QuestionPro (QP) for the distribution of interviews or surveys.This ensures each project’s outreach list is properly formatted, labeled, and ready for sending invitations. Responsible Party Research Ass...
Jargon + Acronyms
Google doc providing definitions of commonly used jargon + acronyms.
Closing an Interview in QuestionPro
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...
02 Leader Kickoff Meeting
Purpose Invite leaders to participate in a 1:1 45-minute meeting to review the project overview and interview them. Responsible Party Ops Manager (or Ops Support) Interdependencies Timeline for Director/VP Kickoffs established in project plan. Cl...