Download - Executive Onboarding Guide - Final
Executive Onboarding Guide
Table of Contents 1. Defining New Executive ....2. How to Use this Onboarding Guide .....3. New Executive Onboarding ....4. Establishing Onboarding Program Objectives 5. Establishing the New Executive Needs
6. Key Onboarding Accountabilities and Responsibilities ..6.1 Human Resources Chancellery & Local6.2 Faculty/Budget Division6.3 New Executive
7. Additional Onboarding Support .......8. Key Onboarding Plan Timelines 9.1 Pre-Employment
9.2 First Week
9.3 First Month
9.4 First Quarter
9.5 Second and Third Quarters
9.6 First Year - Exiting Onboarding
10. Onboarding Derailers .....11. Onboarding Evaluation.........
12. Supervisor Induction Checklist / Joining Melbourne................................................13. Recommended Reading .......14. Suggested Professional Development Opportunities ..APPENDIX 1: Onboarding Checklist - Human Resources .............APPENDIX 2:Onboarding Checklist Faculty / Budget Division .APPENDIX 3:Onboarding Checklist New Executive .
APPENDIX 4:Sample Week One Onboarding Plan for Faculty Executive Directors2
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Defining New ExecutivesThe term New Executive will be used in this Onboarding Guide to denote new appointees to the Executive Group and Executive Management roles such as Dean, Executive Director and Faculty Executive Director and School Executive Director.1. How to Use the Onboarding Guide
The New Executive Onboarding Guide provides a framework for the effective onboarding of new Executives to the University. Core principles underpin the onboarding process, however it is intended that Faculty/Budget Divisions retain the flexibility to tailor the program to meet individual and local requirements.
The Guide outlines what is meant by onboarding, objectives of onboarding, the various roles and responsibilities of the main stakeholders and a skeleton onboarding plan, which can be adapted to suit the particular needs of the new Executive. It also includes checklists and a sample schedule for the new Executives first week. 2. New Executive OnboardingThe New Executive Onboarding Guide supports an individualised and consistent process by which newly appointed Executives are integrated and oriented into the University. Onboarding should focus on key aspects which determine new executive success including:
Expectations management;
Integration with the University of Melbourne culture; and,
Relationship building.
It should provide a relevant cultural and organisational introduction, with a strong emphasis on relationship building and socialisation into the University of Melbourne environment to enable new appointees to immediately contribute and perform effectively in their role.
The successful onboarding of Executives is critical due to the greater performance expectations and the significant impact their success or failure has on the overall performance of the organisation. The overall goals are to accelerate Executive time-to-full-performance, to minimise the likelihood of failure and to lay the foundations for longer-term career success within the University by focusing on development and internal network building. Onboarding, however, should not only focus on the initial ramp up of the new Executive but should also be viewed as part of continual professional and career development, building long-term bonds between the new Executive and the University. The external labour market is being increasingly leveraged for new Executive hires, with such staff facing greater challenges in their integration into the organisation. This proactive onboarding approach is particularly critical in cases of external new hires, where attrition rates are much higher than those for internal appointments.Figure 1. Executive Onboarding Rationale
3. Establishing Onboarding Objectives
The Onboarding process should assist new Executives in understanding the Universitys business and culture, help clarify performance expectations, facilitate building relationships with staff and stakeholders, and accelerate the Executives transition, enabling them to perform to their full potential as quickly as possible. Objectives should include:
Enable successful transitions for external new Executive hires to the University;
Facilitate the understanding of organisational culture and the navigation of internal networks and relationships;
Develop awareness of the Universitys strategic plan, goals and objectives, organisational processes and governance structure; and Enable understanding of the Universitys expectations for executive leadership.
4. Establishing the New Executive Needs
Within the context of the overall objectives, the individual needs of the new Executive should be established, as onboarding requirements can vary greatly depending on the nature of the appointment. The Executives supervisor should hold a pre-commencement meeting with the new Executive to discuss their individualised Onboarding Program and their learning preferences. The more tailored the program is to the particular needs of the new Executive, the more effective the program.5. Key Onboarding Accountability and Responsibilities
Coordination accountability is ultimately assigned to the office of the relevant supervisor in line with their duties and obligations in the accountability framework, University policy and with subsidiarity:
The Office of the Vice Chancellor would be accountable for the coordination of the onboarding of the Chancellor, Deputy Chancellors, Vice-Chancellor and President, Provost, Deputy Vice-Chancellor, Pro Vice-Chancellor, Senior Vice-Principal and University Secretary.
The Office of the Provost would be accountable for the coordination of the onboarding for Deans.
The Office of the Vice-Principal Administration and Finance would be accountable for the coordination of the onboarding of Executive Directors.The planning and implementation of an Onboarding Program is shared between Human Resources (Chancellery and Local), the Faculty/Budget Division and the new Executive, each with discrete roles and responsibilities for ensuring the success of the process. Buy-in and collaboration between all parties is integral to the successful onboarding of the Executive. Figure 2. Critical Stakeholders of Executive Onboarding
6.1Human Resources Chancellery and Local Human Resources, both Chancellery and Local, play a prominent role at the recruitment, selection and appointment stages. Human Resources Chancellery will carry out the various operational processes related to new appointments, for example, relocation assistance, payroll, superannuation and so on for the Senior Executive Group. Human Resources Local should partner with the relevant Faculty/Budget Division personnel assisting and guiding the development of a tailored Onboarding Program, the identification of an onboarding internal coach, and the matching of the new Executive with a formal mentor. 6.2Faculty/Budget Division Whilst Human Resources supports the process the relevant Office and Faculty/Budget Division is accountable for the program and its success. Core principles underpin the onboarding process; however flexibility is retained to enable tailoring of the program to the individual and the organisational requirements. e.g. internal versus external new Executive requirements will differ.
It would be expected that information regarding organisational structure, business plans and financial information are made readily available to the new Executive. They should be given a clear and comprehensive understanding of their role and responsibilities and should work with their supervisor to determine the goals, objectives and Key Performance Indicators relating to the role. The supervisor should provide specific and timely feedback and coaching to allow for early corrective action if required.
The Faculty/Budget Division is responsible for developing a relationship/network building plan, which outlines the stakeholders and groups/committees with whom the new Executive is expected to build relationships. New Executives should be introduced to critical stakeholders and key decision makers relevant to their role, and be supported to build relationships and rapport. Of particular importance for external new hires, the Faculty/Budget Division is responsible for providing a foundational organisational and cultural learning plan, facilitating their integration into the University.The quality and timeliness of support in physically setting up the new Executive creates a strong first impression. Faculty/Budget Divisions should ensure IT and Security access, calendars, phone, office, work station assessments etc are organised to allow the Executive to hit the ground running. 6.3New ExecutiveThe new Executive should expect an individualised onboarding plan which addresses the needs of both the organisation and themselves, and is responsible for communicating any specific onboarding requirements to their supervisor, for inclusion in their onboarding plan. They should take ownership of their onboarding process. In early conversations with their supervisor they should ensure they gain a clear understanding of their role, responsibilities, goals and expectations, discuss communication style and preference, read the materials provided, record initial thoughts, questions, ideas and hypotheses. New Executives should establish the critical stakeholders and key decision makers relevant to their role, building relationships and rapport. 7. Additional Onboarding SupportNew Executives should also be assigned an internal coach or support person, who will be an existing Executive normally in a similar / comparable role. A newly appointed Faculty General Manager for instance, may pair with an existing Faculty General Manager who will provide the new Executive with support and guidance in their initial transition into the University.8. Key Onboarding Timelines
The Onboarding process spans a number of key stages with specific activities taking place in each stage. The stages can be broadly defined under the following headings:
Pre Employment
First Week
First Month
First Quarter Second Quarter Third Quarter First Year - Exiting the Onboarding Program
Figure 3. Executive Onboarding Timeline
9.1Pre-EmploymentFollowing the recruitment and selection process, the new Executive will receive and accept their offer of employment and complete a number of routine pre employment processes.
The pre employment stage is integral to the success of the onboarding process. In this stage, the responsible manager and Budget Division / Faculty personnel in consultation with the new Executive and Local HR should plan an individualised onboarding program. This program should be fully developed prior to the commencement of the new executive, but remain flexible in response to changing or emerging requirements during the onboarding period. In advance of the arrival of the new Executive, a campus-wide announcement should be made advising the impending commencement of the Executive and welcoming them to the University.
9.2First Week
The first week forms the new Executives first impressions of the University, their colleagues and their new role, and is critical to their positive and effective transition into the organisation. An organised and warm welcome on the Executives first day is key to a positive first impression and its importance should not be overlooked. The manager should liaise with the new Executives Executive Assistant (EA) to schedule key meetings and make related arrangements. Sample Executive On-Boarding Day One Schedule
First Thing:Welcome & Morning Coffee with Direct Manager
Opening:Informal Meet-&-Greet - Senior Team
Morning:Onboarding Discussions
Lunch:With Team Direct Reports etc.
Afternoon:Onboarding Discussions / Meet Key Stakeholders
Close:
Debrief with Direct Manager
The first week should be designed to allow the new Executive to meet with key stakeholders senior management, colleagues, direct reports and other networks, and provide them with a broad overview of the culture, governance and workings of the University. During the first week, the new Executive should also have an introductory meeting with their internal coach and / or mentor and arrange a kick-off meeting for their ongoing relationship. The first week schedule should also allow free diary time, to allow the new Executive to review relevant reading material and to reflect on experiences, meetings and learning thus far.
9.3First Month
The first month of a new Executives appointment lays the foundations for their successful performance in their new role. Where an Executive Orientation program is not offered, the Executive should complete the New Staff Orientation Program, which provides a broad overview of the history of the University, the governance structure and other relevant new hire information. As with all new hires, the new Executive will be required to complete the mandatory online induction programs. Access and instructions should be provided in the first week. Occupational Health and Safety
Promoting Positive Workplace Behaviours
PDF for Supervisors Recruitment and Selection
In the first month, the new Executive and their supervisor should have their first Performance Development meeting, in which the Executives goals and objectives will be established, performance expectations clarified, any professional development opportunities identified and timelines and milestones agreed. The new Executive should also optimise their internal coach/mentor relationship, agreeing related goals and objectives.
The new Executive, having developed their own performance plan, will engage with their team, agreeing their goals and objectives to ensure alignment with their own. As a Executive, leadership and performance management of others, will form an integral part of their role and responsibilities, and will be the mechanism through which their own performance objectives will be realised and delivered.
Over the first month, the new executive will also begin to attend meetings and participate in committees related to their role. This activity will not only form part of their role responsibilities, but will also provide opportunities for the new Executive to build relationships and networks across the University.
9.4First Quarter
During the first year of appointment, continuous feedback, clarification discussions and evaluation of performance are integral to the successful onboarding of the Executive. A lack of performance feedback or too little too late is one of the most common derailers, as Executives are not given the opportunity, nor ample time, to take corrective action. Supervisors may not want to appear overly critical early in the new Executives tenure, however, shying away from constructive feedback is potentially more detrimental to their success. A performance development review meeting should take place at the end of the first quarter, providing the Executive with early impressions of their strengths, development needs and clear feedback to address any gaps between expectations and performance, to evaluate organisational fit and to congratulate them on good performance thus far. A revision of the initial goals and objectives may be required, and supervisors should be honest and transparent about any performance issues or concerns about the Executives assimilation into the University.
It is also an opportunity to gain insight into the new Executives impressions as well as providing answers to his/her questions related to process, norms and culture. Questions that may be asked of the new Executive: How do we compare with what you expected?
What is working well?
Based on your prior experiences, what ideas for improvement do you have?
As we position you for success, are there any concerns or barriers you have observed that could derail you?
What do you need from me to ensure your success?By the end of the first quarter, the new Executive should also have benefitted from the internal coach/mentor relationships which provide them with more informal and continuous support and guidance.The first quarter should also have seen the new Executive develop relationships and networks among key stakeholders across the University, and assimilate / integrate into the culture and workings of the organisation.9.5Second and Third QuartersThroughout the second and third quarters, the new Executive will have ongoing performance discussions with their supervisor and undertake any professional development opportunities identified. The new Executive will continue their integration into the University, participate in relevant committees and governance meetings, and build relationships across the organisation. The new executive should also continue their internal coach and mentoring relationships, although its nature may change as the Executive becomes more familiar with the organisation.9.6 First Year - Exiting the Onboarding Program
The new Executives first year paves the way for success, or failure. The goal within the first year is to monitor individual performance and development, the achievement of goals and the full integration/assimilation of the new Executive into the organisation. The Onboarding Program should conclude after the first twelve months of appointment, with formal 360-degree feedback and other leadership development provided. This gives the Executive additional information and an opportunity to assess the effectiveness of their integration into the organisation. At the end of the first year, the Executive may also decide to continue or cease their internal coach / mentoring relationships.
10. Onboarding Derailers
A failed onboarding program, or the absence of any process, can have a significantly negative impact on the experience of a new Executive and on their performance in their new role. This is especially the case for external new hires who are particularly vulnerable to failure. Adopting a sink or swim approach to Executive onboarding can result in poor retention, negative impacts on the organisation and costs associated with terminations and replacements. Onboarding generally fails due to one or more of the following reasons:
Failure to establish cultural fit;
Excessive pressure to perform or unrealistic performance expectations early in tenure;
Failure to build teamwork and relationships with staff and stakeholders;
Lack of clarity or timely feedback in relation to performance;
Lack of organisational savvy.
The adoption of a strategic, formal and individualised onboarding program to assimilate new Executives into the University, seeks to address these potential derailers and ensure the successful integration of new Executives.
11. Onboarding Process Evaluation
At the end of the Onboarding process, Executives will be required to provide an evaluation to enable Human Resources, both Chancellery and Local, to make any necessary improvements to support future new Executives. 12. Supervisor Induction Checklist/Joining Melbourne
http://hr.unimelb.edu.au/advice/for/new-staff 13. Sample Useful Links
Practice Leaders Division of Senior Vice Principal
http://www.administration.unimelb.edu.au/AboutPracticeLeaders.html14. Recommended Reading The First 90 Days Critical Success Strategies for New Leaders at All Levels, Michael Watkins, Harvard Business Review Press, 2003.
Onboarding How to Get Your New Employees up to Speed in Half the Time, George Bradt & Mary Vonnegut, John Wiley & Sons Inc, 2009.15. Professional Development OpportunitiesAdvice may be sought from the Executive Director Human Resources and the Director People and Performance where additional support and development may be required.
Information on staff professional development opportunities at the University of Melbourne can also be found at Staff Development.APPENDIX 1:Onboarding Checklist - Human Resources Responsibilities for Human Resources in relation to new Executive onboarding will depend on the level of the appointment. Appointments and initial Onboarding requirements for Senior Executive positions such as Dean or Vice-Chancellor are normally handled by HR Chancellery in conjunction with the Provosts office.
Appointments and Onboarding requirements for Executive positions such as Faculty Executive Director, Head of Department or Deputy Dean and so on, are managed by Local HR. A clear understanding of who will be responsible for what needs to be established up front.
Human Resources
Pre-Employment
( Determine New Executive Commencement Date
( New Executive Pack Welcome letter from VC
Contract and employment conditions
Information booklet relocation services
Information about the University including:
History (The wandering scholars guide to Melbourne and other documentation)
Higher Education legislation and funding
Strategic direction and accountability framework
Employment services and benefits
Campus information and map
Information about the City of Melbourne
( Visa (if applicable)
( Tax & Super Advice (if applicable)
( Relocation Assistance (if applicable)
( Vehicle Arrangements (if applicable)( Employee Number( Confirm Onboarding Program is developed( Any Other Individual Onboarding Requirements
First Day / Week
( Invitation to Register for Staff Orientation
First Month
( Deliver Staff Orientation ( Advise mandatory training requirements:
Promoting Positive Workplace Behaviours OH&S PDF for Supervisors
First Quarter
( Deliver Ongoing Professional Development Programs as required ( Support Internal coach / Mentor Relationships
Second & Third Quarters
( Monitor progress of Onboarding Program
( Deliver Ongoing Professional Development Programs
First Year
( Internal coach / Mentoring Evaluate Internal coach / Mentoring Process
Identify Any Development Opportunities
( Onboarding Program
Evaluate Program Content
Establish Opportunities for Improvement
APPENDIX 2:Onboarding Checklist Faculty / Budget DivisionFaculty / Budget Division
Pre-Employment
( Pre Employment Meeting with New Executive
( Pre Employment Campus Tour
( Establish Individual Onboarding Program Requirements
( Plan Personalised Onboarding Program
( Plan Welcome and Meet-&-Greet
( Plan Day One Schedule
( Add Key Meetings to Calendar
( Prepare Key Information Pack
( Logistical Arrangements:
Office Space & Keys
PC & Phone
Email Account
Telephone Extension
Mobile Phone & Laptop
Business Cards
Car Parking
University House & Sports Membership
( New Executive On-boarding Announcement
First Day / Week
( Arrange One-on-One Meeting with New Executive
( Arrange Meet-&-Greet Visit to Reporting Areas
( Arrange Meetings with Key Colleagues / Stakeholder
First Month
( Performance Development Framework Planning
Establish Goals & Objectives Agree Milestones & Timelines Identify Development Opportunities (if any) Arrange Quarterly Review
First Quarter
( Performance Development Framework Quarterly Review Q1 PDF Review Performance to Date
Evaluate Cultural Fit
Revise Performance Objectives (if applicable)
Establish Development Opportunities (if applicable)
Second & Third Quarters
( Performance Development Framework Quarterly Reviews Q2 & Q3 PDF Review Performance to Date
Evaluate Cultural Fit
Revise Performance Objectives (if applicable)
Establish Development Opportunities (if applicable)
First Year
( Performance Development Framework Annual Review & Planning PDF Review Performance Over First Year & Provide Rating
360 Degree Feedback
Develop PDF Plan for Next Year
Identify Development Opportunities
( Onboarding Program Exit Interview of Executives Onboarding Experience Evaluate Program Content
Establish Opportunities for Improvement
Exit the Program
APPENDIX 3: Onboarding Checklist - New ExecutiveNew Executive
Pre-Employment
( Agree Commencement Date
( Sign Contract of Employment
( Complete Relevant HR Forms( Agree Requirements Relocation, Vehicle, Accommodation etc.
( Pre Employment Visit
Meeting with Supervisor Campus Tour
Establish Individual Onboarding Requirements
Establish Office Set-Up Requirements
( Review University Information Pack History (The wandering scholars guide to Melbourne and other documentation)
Higher Education legislation and funding
Strategic direction and accountability framework
Employment services and benefits
Campus information and map
Information about the City of Melbourne ( Other
Staff Wellbeing
Sports Clubs
Car Parking
First Day / Week
( Welcome and Meet-&-Greet( Meet with Supervisor( Meet with Team / Direct Reports
( Meet with Key Colleagues / Stakeholders
( Meet with Internal coach / Mentor
( Staff ID Card
( Debrief with Supervisor
First Month
( Performance Development Framework Planning (Self) Establish Goals & Objectives Agree Milestones & Timelines Identify Development Opportunities (if any) Agree Quarterly Review ( Performance Development Framework Planning (Team)
Establish Goals & Objectives with Direct Reports
Agree Milestones & Timelines
Identify Professional Development Opportunities
Establish Ongoing Informal Feedback / Review
( Complete New Employee Orientation ( Complete OH&S eLearning
( Complete PDF for Supervisors eLearning
( Complete Promoting Positive Workplace Behaviours eLearning( IT Systems Training
( University Policies & Procedures
( New Executive Information Pack
University Strategic Plan
Organisational History
Organisational Charts Key Functions of the University
Governance of the University
Governance of the University
Committee Structure, Hierarchy, Terms of Reference and Calendar
Financial Information High Level Facts & Figures
Faculty Business Plan, including Workforce Plan, KPIs, SLAs etc
Faculty Resources
Membership and Role as Part of Committees
Key Stakeholders up / down / across / hidden Go-To Contacts & Stakeholder Expectations
Cultural / Contextual Understanding of the Organisation
Networking / Functions etc
Acronym List / Glossary of Organisation Specific Terms
Advancement Training, Identify Gaps etc
( Internal coach / Mentoring Coaching Meeting Establish Coaching Goals & Objectives
Agree Meeting Frequency
First Quarter
( Performance Development Framework Quarterly Review PDF Review Performance to Date 360 Degree Feedback
Evaluate Cultural Fit
Revise Performance Objectives (if applicable)
Establish Development Opportunities (if applicable)
( Internal coach / Mentoring Coaching Meeting
Evaluate Performance
Establish Any Coaching Requirements
Identify Any Development Opportunities
( Relationship Building & Networking Committee / Meeting Attendance & Participation
Relationship Building with Key Stakeholders
Networking Across the University & Externally
Attendance at University Events / Functions Representing the University at External Events / Functions
Second & Third Quarters ( Completion of 6 Month Probationary Period - Performance Evaluation Against Probation Criteria
- Confirmation of Employment( Performance Development Framework Quarterly Review
PDF Review Performance to Date
360 Degree Feedback
Evaluate Cultural Fit
Revise Performance Objectives (if applicable)
Establish Development Opportunities (if applicable)
( Ongoing Professional Development
Managing My Team Through Change
Building Resilience & Optimism
PDF Skills for Supervisors ( Ongoing Internal coach / Mentoring Relationship
Establish Any Further Coaching Requirements
Identify Any Further Development Opportunities ( Ongoing Relationship Building & Networking
Committee / Meeting Attendance & Participation
Relationship Building with Key Stakeholders
Networking Across the University & Externally
Attendance at University Events / Functions
Representing the University at External Events / Functions
First Year
( Performance Development Framework Annual Review & Planning (Self)
PDF Review Performance Over First Year & Provide Rating
360 Degree Feedback
Develop PDF Plan for following year Identify Development Opportunities
( Performance Development Framework Annual Review & Planning (Team)
PDF Review Performance
Provide Feedback & Ratings to all Direct Reports
Develop Team & Individual PDF Plans for following year Identify Team & Individual Development Opportunities
( Internal coach / Mentoring Meeting
Joint evaluation of the process( Relationship Building & Networking
Committee / Meeting Attendance & Participation
Relationship Building with Key Stakeholders
Networking Across the University & Externally
Attendance at University Events / Functions
Representing the University at External Events / Functions
( Onboarding Program
Evaluate Program Content Establish Opportunities for Improvement
Exit the Program
Welcome Program Faculty Executive Director Office Details: Room xxx,
xxx Street (Building xxx)
University of Melbourne VIC 3010 Direct Line: xxxx xxxx
Mobile: xxxx xxx xxx
Email: [email protected]
Key Phone Numbers:
Direct: xxxx xxxx
Dean
Mobile: xxxx xxx xxx
Direct: xxxx xxxx
Manager, XXX
Mobile: xxxx xxx xxx
Direct: xxxx xxxx
Executive Support Officer
Mobile: xxxx xxx xxx
Direct: xxxx xxxx
Admin Assistant / Receptionist
(Internal coach)
Direct: xxxx xxxx
Faculty Executive Director, XXX
Direct: xxxx xxxx
IT Manager
Mobile: xxxx xxx xxx
In Place (Employee number: xxxxxx
(Office and keys Room xxx (has been cleaned)
(Office signs
(IT set up - PC etc as requested
(ipad with SIM
( Telephone Extension xxxx xxxx
(Voicemail to be set up
(iphone purchased transfer of Mobile Phone number and data
(Email account (user name: username; email address [email protected])
(Business Cards
( Corporate Card paperwork ready for signature
(Listed on staff email lists
Welcome Manual Local (Key Contacts Faculty Phone List and Emergency Contacts
(Faculty Organisation Charts
(Faculty Calendar
(ABP Governance
University (University Contacts
(Campus Map
(Senior Administration Organisation Charts
(Growing Esteem
( Strategic Overview
Other (Acronym list
( List of regular meetings
DATE / TIMEWITH / LOCATIONPURPOSEIN DIARY
WEEK ONE
Monday
9:00 10:00am
Welcome - Dean (Deans Office)
Induction / Operational
Regular weekly meeting with the Dean. This first meeting is to welcome xxx to the Faculty, discuss working arrangements and priorities for the week.
Y
10:00 - 10.30am
Morning Tea with immediate team
Social
Introduction to colleagues within the Office of the Dean and General Manager
Y
10.30 - 11.00am
Welcome to Office of Dean and Executive Director
Induction
Tour of office, keys
Y
11:00-11:30am
HR Setup with HR Manager (xxx Office)
Induction
Finalise paperwork and put in place contract arrangements
Y
11:30 12 noon
IT setup if required (xxx Office)
Visit to PC&S to arrange staff ID card
Induction
Ensure logon works, exchange set up with right permissions, able to print, etc. Set up voicemail.
Y
12 noon 1pm
Lunch with Manager
InductionReview Faculty structure and key people
Y
1:00 - 2:00pm
Tour of the Faculty with Facilities Manager, xxx and Business Services Manager, xxx
Induction
xxx Street / xxx Building / xxx also OH&S and environmental
Y
2:00 - 3:00pm
Monday Talktime
(Deans Meeting Room)
Strategic / Operational
Regular meeting with Dean, Deputy Dean and General Manager to review priorities for upcoming week but to also discuss matters of strategic focus
Y
3:00pm onwards
Work Time / Breathe
Y
DATE / TIMEWITH / LOCATIONPURPOSEIN DIARY
Tuesday
8:45 9:00am
Catch up with Executive Support Officer
Operational
Regular review with Executive Support
Y
9:00 9:30am
Faculty Executive Preparation Meeting (Deans meeting Room)
Operational
Monthly meeting with Dean, Manager and HR to prepare for following meeting (Deans EA and Executive Officer to Faculty Executive)
Y
9.30 - 11.00am
Informal Meeting of Faculty Executive
(Deans Conference Room)
Operational
Regular monthly meeting of Faculty Executive this is an informal meeting to allow for discussion and exploration of key issues
Y
11:00 12:00pm
Executive Preparation time (Deans Meeting Room)
Operational
Meet with Dean, Deputy Dean and Manager to discuss papers for University Executive meeting
Y
12:00 1:00pm
Lunch and handover from Acting FGM
Induction
Summary of issues and action undertaken since during period of Acting FGM
Y
1:00 2:30pm
xxx Project Committee Meeting
Operational
Regular meeting of the Universitys project Committee for the xxx. Also attended by the Dean
Y
2:30 3:30pm
Desk time
Y
3:30 4:30pm
Coffee catch-up with FGM Internal coach Ext. xxxxx
Induction
will represent the Faculty General Manager group and the University is guiding through first weeks as nominated internal coach. Meeting prior to weekly meeting of FGMs Wednesday morning.
Y
DATE / TIMEWITH / LOCATIONPURPOSEIN DIARY
Wednesday
8:45am
Meet FED Internal coach prior to weekly Faculty Executive Directors Meeting
Y
9:00 - 10:30am
University Meeting: Faculty Executive Directors (Alumni Lounge, Law Building entry on Level Nine, take stairs up near Deans Office)
Operational
Weekly meeting of the Universitys Faculty General managers, Chaired by XXX
Y
11:00 12:00pm
Faculty Senior Managers morning tea (Deans Meeting Room)
Operational
Regular meeting with team of direct reports (Faculty Senior managers)
Y
12:30 2:00pm
Deans Lunch (Deans Conference Room)
Strategic
Monthly lunch hosted by Dean which brings together a cross-section of Faculty staff
Y
2:00 - onwards
Tour of Campus by Executive Support Officer & HR Officer
Induction
Tour of key buildings and landmarks
Y
Thursday
9:00 10:00am
Meeting with Manager, xxx Student Centre (Own Office)
Operational
Weekly meeting with direct report to discuss student centre portfolio (not at normal time)
Y
10:00 11:00am
Meeting with Manager, Research (Own Office)
Operational
Weekly meeting with direct report to discuss research portfolio (not at normal time)
Y
11:00 12 noon
Meeting with Executive Manager, Business Services (Own Office)
Operational
Weekly meeting with direct report to discuss business services portfolio (not at normal time)
Y
DATE / TIMEWITH / LOCATIONPURPOSEIN DIARY
12:30 1:45pm
FEDs Lunch with Allan Tait(Level 8 Meeting Room, Raymond Priestly)
Operational
Regular lunch with FED group hosted by Senior Vice-Principal Ian Marshman
Y
2:30 3:30pm
Meeting with the Marketing team
Operational
Introduction to Marketing team and discussion of path going forward
Y
3:30 - onwardsDesk time
Friday
9:30 12 noon
OHS Executive Training Session (Alan Gilbert Building, Grattan Street)
Induction
Y
12:30 1:00pm
Meeting with HR Manager
Operational
Weekly meeting with to review Faculty HR matters
Y
12 noon 2:00pm
Lunch and desk time
Y
2:00 3:00pm
End of week debrief with Dean
Operational
Discuss first week and matters moving forward
Y
3:00 4:00pm
Meeting with Manager, xxxx (Own Office)
Operational
Weekly meeting with direct report to discuss operations and planning portfolio (not at normal time)
Y
4:00 5:00pm
Drinks with Team - xxxx
SocialFirst week complete whew
Time to celebrate the week that was
Y
EXECUTIVE ONBOARDING GUIDE
APPENDIX 4: Sample Week One Onboarding Plan for Faculty Executive Director
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