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Employee Name:Manager:
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Title:Location:
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Start Date:
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Prior to Staff Member ArrivalAssigned ToCompletedNotesCategoryFollow Up Activity
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Laptop, headset, and Welcome BagDAR AdminXPrep/Admin
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Employee to claim email address 24 hours after I9 fully completed at HR; share with Manager; Manager to share with [appropriate staff] for: equipment; access to documents, listservs, etc.; addition to AdvanceEmployee and ManagerXPrep/Admin
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Announcement to DAR (email to clients first; put final on DAR Connect)ManagerMeet and Greet
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Announcement to RRM (team meeting preferred; follow up with resume) and share onboarding gridManagerXMeet and Greet
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Communicate with employee about their first day logistics - standard office hours, when to arrive/log on, where to go and how to get there, how to access the building, dress code, etc.ManagerXPrep/Admin
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Customize and update onboarding gridManagerPrep/Admin
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Get Employee added to meeting invites: Research daily check in, RRM team meetings, Prospecting DaysManagerPrep/Admin
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Set up check in scheduleManagerPrep/Admin
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First Day of Staff Member Arrival (MM/DD)Assigned ToCompletedNotesCategoryFollow Up Activity
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Complete "Advance Basics" trainingEmployeePrep/Admin
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Complete Box trainingEmployeePrep/Admin
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Complete Confidentiality Agreement and System Access request with ManagerEmployeePrep/Admin
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Complete Jabber training - hot tip, you must be connected to GW-provided internet or the VPN to set up Jabber/phone for the first time!EmployeePrep/Admin
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From new employee checklist, as needed: review benefits guide; complete I-9 and payroll tax forms; GWeb items (direct deposit, benefits enrollment, etc.)EmployeePrep/Admin
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Request Box access to the RRM groupEmployeePrep/Admin
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Review email encryption FAQEmployeePrep/Admin
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Set up email signatureEmployeePrep/Admin
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Our GW OrientationGW HRPrep/Admin
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Meet and greet with RRMManagerMeet and Greet
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Provide job description ManagerPrep/Admin
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Tour the RRM org chart and DAR org chart, history of SASManagerPrep/Admin
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Walk through onboarding grid and expectationsManagerPrep/Admin
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Add Employee's name to team meeting agendaRRM AdminPrep/Admin
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Week 1 (MM/DD - MM/DD)Assigned ToCompletedNotesCategoryFollow Up Activity
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Add personal/emergency contact info to team docEmployeePrep/Admin
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Build out DAR Connect myID profileEmployeePrep/Admin
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Communicate birthday (DD/MM) and celebration preferences to Sunshine CommitteeEmployeePrep/Admin
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DAR Connect - review RRM pagesEmployeePrep/Admin
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Order GW-provided cell phoneEmployeeIf employee is also a managerPrep/Admin
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Read the Brief History of GWEmployee Prep/Admin
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Read through client websites and/or DAR Connect landing pagesEmployeePrep/Admin
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Read through FY21 RRM Annual ReportEmployeePrep/Admin
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Review the Collaboration ToolkitEmployeePrep/Admin
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Week in review with ManagerEmployeePrep/Admin
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GW and DAR leadership: things to know (including former Presidents)Leadership ResearchPrep/Admin
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Expectations of RRM managers (TLC, Management Rules, managing up and down) and resources (Lighthouse, HBR, Eikenberry, AMA)ManagerIf employee is also a managerManagement
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Handoff manager 1x1s with direct reportsManagerIf employee is also a managerManagement
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Introduction to clients via email with bioManagerMeet and Greet
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Meet and greet with Advancement Services, Tech ServicesManagerMeet and Greet
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Meet and greet with FreelancersManagerMeet and Greet
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Meet and greet with SASManagerMeet and Greet
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Meet and greet with SAS AVPManagerMeet and Greet
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Meet and greets with clientsManagerMeet and Greet
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1x1 structures (ours; if manager, yours with your directs)ManagerPrep/Admin
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Communication expectations (email, instant message, phone)ManagerPrep/Admin
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FY22 DAR Goals, FY22 RRM GoalsManagerPrep/Admin
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Important dates to know (retreats, holidays)ManagerPrep/Admin
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Take Employee to lunchManagerPrep/Admin
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Team workflow priorities/hierarchyManagerPrep/Admin
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Telework: who is where, whenManagerPrep/Admin
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Requesting leave policies (include calendaring, sick time, client heads up, out of office messages)ResearchPrep/Admin
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RRM org chart again; co-leads model, liaison structure overview; RACI model; high level expectations as a liaison, solutions orientation, where to find who's a liaison on DAR ConnectResearchPrep/Admin
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Add Employee to upcoming pipeline and portfolio reviews and goal planning sessionsRMPrep/Admin
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Advance Training: Session II on prospect and proposalsRMPrep/Admin
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Add name and biography to RRM listing of staff on DAR ConnectRRM AdminPrep/Admin
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Apra International/chapter memberships, as neededRRM AdminPrep/Admin
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High level overview of DAR Connect, including the search feature and general infrastructure, encourage to check it dailyRRM AdminPrep/Admin
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Review log-ins, passwords, vendorsRRM AdminPrep/Admin
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Weeks 2 - 3 (MM/DD - MM/DD)Assigned ToCompletedNotesCategoryFollow Up Activity
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Our GW culture trainings: Common Purpose, Values, and Service Priorities; if manager, Leader Communication Guide and Culture of Service Slide DeckEmployeePrep/Admin
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Review DAR LeadershipEmployeePrep/Admin
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Review the University Strategic InitiativesEmployeePrep/Admin
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Review Apra BOK, as neededEmployeeResearch
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Review Apra Statement of EthicsEmployeeResearch
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Read and reflect on the Relationship Management OverviewEmployeeRM
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Discussion on ethics/confidentialityLeadership ResearchPrep/Admin
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Leadership Research overview; balancing freelancer timeLeadership ResearchResearch
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FY22 Team Retreat(s); if manager, TLC Retreat(s)ManagerManagement
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RRM's 5 Year PlanManagerManagement
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DEI at GW, DAR, RRMManagerPrep/Admin
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Getting to know DC (wards, other schools, Cedar Hill)ManagerPrep/Admin
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Pipeline history (commuter school, qualification challenges, affinity challenges)ManagerPrep/Admin
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Review GW-provided professional development resources, expectations for professional developmentManagerPrep/Admin
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Standards of AwesomenessManagerPrep/Admin
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Standards of Collaborative BehaviorManagerPrep/Admin
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Tech prioritization overviewManagerPrep/Admin
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Tour Kronos and T@GManagerPrep/Admin
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DSA and FERPA training/ethicsResearchPrep/Admin
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GW Prospect, Donor, and Stakeholder universeResearchPrep/Admin
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Michelangelo overviewResearchPrep/Admin
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Office culture - Sunshine Committee, birthdays, etc.ResearchPrep/Admin
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Review GW-provided access to major publications ResearchPrep/Admin
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RRM team meeting agenda - adding items as a team member; serving as meeting lead (call for items, refresh of attainment viz, distribution of agenda, leading the meeting)ResearchPrep/Admin
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Due diligence procedure and intersection with RMResearchResearch
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Ratings (light overview of the big 4)ResearchResearch
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HIPAA trainingResearch and EmployeeResearch
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Attainment DashboardRMPrep/Admin
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Auditing proceduresRMRM
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PM Updates overview: how we got here, how it works, etc.RMRM
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Red flag checksRMRM