Executive Onboarding

Executive Onboarding
PRE-BOARDING
Preparatory checklist for before the executive starts.
☐ Provide the executive with:
• Bios and CV of direct reports
• Access cards (e.g. codes)
☐ Work with IT to coordinate workspace, so the executive has
an appropriate office and equipment available and ready
(e.g. computer and phone)
☐ Pre-book essential activities and training in the executive’s
calendar, for example:
• Meetings with mentor/sponsor/coach
• Lunch with senior leaders
• Meetings with the executive’s own core management
team
☐ Create a list of key stakeholders with names, titles, phone
numbers and email addresses.
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