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Assimilation Plan Template - 1st 90 days

1st 30 days

End of 1st 60 days

End of 1st 90 days

Learn and Observe

What’s going on?

  • Understand organizational behaviors/culture
  • Learn the basic financials, business goals, org charts, etc.
  • Review org history and most recent communications
  • Historical insight of organization
  • Review org history and most recent communications
  • Learn the facts, key trends, financials, goals of your business, markets and customers
  • Identify Locations to Visit - (input from peers, direct reports)
  • Observe behavior and relationship during direct staff meetings
  • Learn organizations communication style and behaviors
  • Assess your strengths, style, and personal traits against organization
  • Conduct operations/Organization reviews
  • Conduct Talent Review
  • Visit Locations (Specify Region)
  • Identify top talent
  • Identify critical positions
  • Identify critical projects and status
  • Identify cultural issues

  • Visit Locations (Specify Region)

Understand and Set Expectations

What’s Expected?

  • Meet with Manager and review onboarding materials, learn the organization
  • Review Googlegeist data
  • Meet one on one with direct staff
  • Define & communicate your values & expectations with your staff
  • ID challenges and risks
  • Hold introductory town hall
  • Send a welcome email, communicating with team
  • Identify Key risks/challenges for self and the organization
  • Identify priority focus areas and quick win targets
  • Define & communicate your values & expectations with organization
  • Clarify opportunities
  • Identify priority focus areas of Business leaders
  • Identify priority focus areas of the Board
  • Develop next 90 day plan
  • Clear targeted performance levels
  • Summary of opportunities, priority focus areas, and quick win targets
  • Identify required talent changes (180 days)
  • Identify required organizational changes (180 days)

Build Partnerships and Credibility

How are you viewed?

  • Meet with Partners & Stakeholders
  • Meet with 3PL’s
    • Key business partners and peers
    • Establish Broad communication plan
  • Develop Partnership & Stakeholder Plan
  • Develop communications plan
  • Understand the strengths, weaknesses, performance of each staff member
  • Meet with partners
  • GCD Business leaders
  • Cross -Functional Leaders
  • DE&I Coundil
  • Execute Partnership & Stakeholder mechanisms
  • Develop formal partner/stakeholder management strategy
  • Meet with Stakeholders
  • Employees
  • Customers

Gather regular Feedback

How am I doing?

  • Determine method of gathering feedback from key folks

  • Have regular touchpoints with Manager
  • Solicit feedback from partners and stakeholders
  • One on One, or independent
  • Regular feedback from Manager
  • Solicit feedback from Business/Functional, Direct Reports
  • Gather feedback quarterly
  • Manage identified focus areas from feedback
  • Determine how to extend your leadership influence

Demonstrate Results

What have I done?

  • Document observations
  • Continue meet & Greets
  • Build relationships
  • Complete Noogler tasks and trainings

  • Share first 30 days’ progress and Quick Wins to organization
  • Formulate performance targets with Mgr and Direct staff
  • Share 2nd 30 days’ progress and Quick Wins to organization
  • Share next 90 day plan with clear priority focus areas, and targeted performance levels