Process: Next steps

1

Identify a process that exists within the company that is a source of frustration and confusion.

2

Name and link the process in the Process Map.

Remember – the owner doesn’t necessarily need to do the training or Q/A. The owner is accountable for making sure the training and Q/A happen. 

3

Determine who should own the process and add their name to the Process Map.

4

Document the QA protocol for that particular process. How will they make sure that the process is being correctly?

5

Talk to the person and decide on the checki-in by date. Remember to add it to the Process Map.

EXAMPLE
Employee onboarding process

  • Duplicate this template in the project management system with the new hire’s name.
  • Assign dates and accountabilities to ALL tasks below.

BEFORE FIRST DAY

  • Send new hire the “Information about the company” Document
  • Introduce to bookkeeper to set up their payment
  • Save new hire’s information: phone number, Skype account, personal email.
  • Schedule a time for the new hire and their manager to walk through the training plan.
  • Set up the new hire’s company email
  • Using their company email address, give the new hire access to our project management system and any other credentials they might need.
  • Discuss role, goals and projects with their manager.

FIRST DAY

  • Welcome to the team 
  • Train new hire on our principles
  • Assign training material
  • Assign a mentor
  • Discuss expectations and weekly KPIs

FIRST MONTH

  • Assign new hire their first project
  • Get approval from their mentor on the project once completed 
  • Add new hire to any necessary meetings
  • Discuss with new hire their Quarterly Priority 

EXAMPLE
Quality assurance - Employee onboarding

  • helm-ceo-yellow-checkmark MAKE SURE THERE 'S AN EMPLOYEE ONBOARDING PROJECT UNDER THE NEW HIRE'S NAME
  • helm-ceo-yellow-checkmark GO THROUGH THE CHECKLIST TO MAKE SURE EVERYTHING IS MARKED "COMPLETE".
  • helm-ceo-yellow-checkmark ONLY IF NECESSARY - AFTER REVIEWING THE CHECKLIST, ENSURE THE FOLLOWING STEPS:
  • There’s an email set up for the new hire
  • Payment is set up
  • They are added to the project management system
  • We saved their information
  • They’re part of all necessary meetings
  • Check in with the new hire to ensure they have a clear understanding of their Weekly KPI’s, Quarterly Priorities and responsibilities.

Sign up for CEO insights

FOLLOW US
Facebook Linkedin Paper-plane
  • 417 Grand Street New York, NY 10002
  • [email protected]
  • 212.380.1487
Privacy Policy

© 2021 Helm. All Rights Reserved.

Vertical Bistro
from Helm
Tiki's v7
from Helm
Securitech
from Helm
Firefly Grill - Testimonial
from Helm