Conference Concierge Onboarding Checklist

Do you need a Conference Concierge onboarding checklist but don’t where to start? Buy our expertly crafted chronological checklist – 40 items of best-practice action items from preboarding to first day to future reviews – in Word/Docs format and save yourself over 2 hours of research, writing, and formatting. Trusted by some of the world’s leading companies, this checklist is ready for instant download to ensure nothing gets missed & to streamline the onboarding of your Conference Concierge in their new job.

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Conference Concierge Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Conference Concierge starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Hospitality onboarding experience or just need an onboarding checklist for your new Conference Concierge, you’re in the right place. We’ve put together a sample Conference Concierge onboarding checklist below and have created onboarding templates & resources to help.

Conference Concierge Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new Conference Concierge with an overview of the company’s culture, values, and mission. This helps them understand the organization’s expectations, work ethics, and the importance of delivering exceptional customer service. The Human Resources department or a designated company representative typically performs this task.

2. Familiarization with company policies and procedures: The new Conference Concierge should be provided with a comprehensive understanding of the company’s policies and procedures. This includes guidelines on dress code, attendance, safety protocols, and any other relevant policies. The Human Resources department or a designated company representative is responsible for explaining and providing the necessary documentation for this task.

3. Introduction to the conference facilities: The new Conference Concierge should be given a tour of the conference facilities, including meeting rooms, event spaces, audiovisual equipment, and any other amenities available to clients. This task is typically performed by a senior Conference Concierge or a member of the operations team.

4. Training on event management software: As a Conference Concierge, proficiency in event management software is crucial. The new hire should receive training on the software used by the company to manage conference bookings, room reservations, and other related tasks. This training is usually conducted by the IT department or a designated software trainer.

5. Understanding client expectations: The new Conference Concierge should be briefed on the typical expectations of clients, including their preferences, needs, and any specific requirements they may have. This information can be shared by the sales or account management team, who have direct contact with clients.

6. Learning about local attractions and services: A Conference Concierge should have a good knowledge of the local area, including nearby attractions, restaurants, transportation options, and other services that may be of interest to conference attendees. This task can be performed by a senior Conference Concierge or a designated local expert.

7. Shadowing experienced Conference Concierges: To gain practical experience and learn the ropes of the job, the new hire should have the opportunity to shadow experienced Conference Concierges. This allows them to observe and learn from their colleagues’ interactions with clients, problem-solving skills, and overall workflow. Senior Conference Concierges or designated mentors within the company can perform this task.

8. Understanding emergency procedures: It is essential for the new Conference Concierge to be familiar with emergency procedures, including evacuation plans, first aid protocols, and how to handle various emergency situations that may arise during conferences or events. The operations or safety team typically provides this training.

9. Introduction to key stakeholders: The new Conference Concierge should be introduced to key stakeholders within the company, such as the sales team, operations team, housekeeping, and catering staff. This helps establish relationships and facilitates effective collaboration. The Human Resources department or a designated supervisor typically performs this task.

10. Reviewing client feedback and testimonials: The new Conference Concierge should be provided with access to client feedback and testimonials to understand the company’s strengths, areas for improvement, and the importance of maintaining high customer satisfaction levels. The sales or account management team can share this information with the new hire.

11. Attending team meetings and training sessions: The new Conference Concierge should be encouraged to attend team meetings and training sessions to stay updated on company news, industry trends, and to foster a sense of belonging within the team. These meetings and sessions are typically organized by the operations or training department.

12. Introduction to company technology and equipment: The new Conference Concierge should receive training on the various technologies and equipment used in the conference facilities, such as audiovisual systems, teleconferencing tools, and other relevant technologies. The IT department or a designated technology trainer typically performs this task.

13. Understanding billing and financial processes: The new Conference Concierge should be familiarized with the company’s billing and financial processes, including invoicing, payment collection, and any other financial procedures related to conference bookings. The finance or accounting department can provide the necessary training and information.

14. Reviewing health and safety protocols: The new Conference Concierge should be educated on health and safety protocols, including proper handling of hazardous materials, fire safety procedures, and general workplace safety guidelines. The operations or safety team typically provides this training.

15. Introduction to customer service standards: The new Conference Concierge should be trained on the company’s customer service standards, including how to handle customer complaints, provide exceptional service, and ensure client satisfaction. The sales or customer service department can provide this training and guidance.

16. Establishing communication channels: The new Conference Concierge should be provided with information on the various communication channels used within the company, such as email, phone systems, messaging platforms, and any other tools necessary for effective communication. The IT department or a designated communication specialist can assist with this task.

17. Setting performance goals and expectations: The new Conference Concierge should have a clear understanding of their performance goals and expectations. This includes key performance indicators, targets, and any other metrics used to evaluate their performance. The Human Resources department or a designated supervisor typically performs this task.

18. Providing ongoing support and mentorship: The new Conference Concierge should be assigned a mentor or a designated colleague who can provide ongoing support, answer questions, and offer guidance throughout their onboarding process and beyond. This mentorship can be facilitated by the Human Resources department or a designated supervisor.

19. Conducting a final review and feedback session: At the end of the onboarding process, a final review and feedback session should be conducted to assess the new Conference Concierge’s progress, address any remaining questions or concerns, and provide constructive feedback for their continuous development. This session is typically conducted by the Human Resources department or a designated supervisor

Setting Up Your Employee Onboarding Process

From reading through the items in the example Conference Concierge checklist above, you’ll now have an idea of how you can apply best practices to getting your new Conference Concierge up to speed and working well in your Hospitality team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.

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