ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Task/Competency
Basic Orientation
Active Assimilation
Accelerated Integration
Score
2
Proactive Prospecting> Access to prospecting tool(s)

> One-pager overview of tool(s)		> Peer to peer training

> Sample project with feedback post-completion		> Priority discussion and strategy brainstorm with business leader, clients

> If not familiar, opportunity to shadow peers		5 of 6
3
Portfolio Reviews> Access to policy, procedure, and/or protocol documents> Observe a peer's portfolio review

> Prepare materials for a peer, receive feedback		> Discussion of history, culture, and strategy with business lead, clients

> Identify pain points, brainstorm on enhancements
3 of 5
4
ALL TASKS/
COMPETENCIES		3 of 33 of 42 of 48 of 11
5
6
*Items in bold are missing from current onboarding plan
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