Marketplace / Templates / One-on-One Onboarding Meeting

One-on-One Onboarding Meeting

A comprehensive onboarding meeting template to help new and experienced managers to bring a new joiner up to speed with the team's goals, members and activities.

Template

__Date:__ 12.12.2024
__Time:__ 11:00 AM
__Location:__ Sydney
__Coordinator:__ Mark Russo
__Onboarded Employee:__ Jamie Redknapp
__Department:__ Marketing
__Reporting Manager:__ Susie Collins

## Introduction
- Welcome Mark to the onboarding event. 
- Your designation and tenure at Routine Inc.
- How long the onboarding process will take.
- Ask Mark to introduce himself.

## Culture & Values
- Goal of building cutting-edge software for modern enterprises. 
- Core values on integrity, efficiency and responsibility.
- Yearly innovator summit and what happens there. 
- Our values like bias for action and empathetic collaboration.

## Job Role & Expectations
- Main responsibilities as Marketing Manager including creating social media calendars, creative marketing, content creation, etc.
- Next few days of meetings with key players in the team and discussion on milestones. 
- Training sessions designed for Mark.
- Expectations for the first 90 days as set forth by his reporting Manager. 

## Resources
- List of tools he will be using and for what. 
- He will get all login information from the IT team.
- IT POC: help@routineinc.com
- Meeting with his manager at 5:00 PM.

## POCs and Team Structure
- Susie currently heads the Marketing Department (susie@routineinc.com).
- Elaine manages content creation (elaine@routineinc.com).
- Jerry helps with design and social publishing (jerry@routineinc.com)
- The team meets every week for a recap meeting on Mondays at 5:00PM. 

## Policy & Procedures
- Hybrid work policy with 2-day remote work option.
- Operating hours are 9:00 AM - 6:00 PM. 
- Dresscode is smart casuals.
- Leave policy as per US law. 

## Follow-up
- Send summary of notes by EOD
- Check-in on the deliverables by 24.12.2024
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