Executive Onboarding

Executive Onboarding
Index
PREFACE _____________________________________________________________ 3
1.0 EXECUTIVE ONBOARDING ____________________________________ 7
1.1 Executive Onboarding – Internal and External ____________ 9
1.1.1 Onboarding High Performance Organizations (HPO’s) ________ 10
2. EXTERNAL EXECUTIVE ONBOARDING ______________________ 16
2.1 The Pre-selection Phase/Romancing Phase _______________ 19
2.1.1 Organizational Risks and Opportunities ________________________ 22
2.1.2 Role Risks and Opportunities____________________________________ 34
2.1.3 Personal Risks and Opportunities _______________________________ 43
2.2 The Pre-entry Phase/Engagement Phase __________________ 64
2.2.2 Gathering Information ___________________________________________ 66
2.2.3 Managing Your Personal/Family Setup _________________________ 67
2.2.4 Communication ___________________________________________________ 67
2.2.5 Building the 90-day Transition Plan ____________________________ 71
2.3 The Entry Phase/Marriage Phase ___________________________ 74
2.3.1 Phase I: The First 30 days________________________________________ 74
2.3.2 Phase II: The First 31-60 days ___________________________________ 88
2.3.3 Phase III: The First 61-90 days _________________________________ 106
2.3.4 Company Executive Onboarding Checklist ____________________ 116
3.0 INTERNAL EXECUTIVE ONBOARDING____________________ 126
3.1 Career Step 1: From Managing Self to Managing Others
_______________________________________________________________________ 131
3.2 Career Step 2: From Managing Others to Managing
Through 3.2 Managers ___________________________________________ 132
3.3 Career Step 3: From Managing Managers to Functional
3.3 Manager Managers___________________________________________ 134
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