Conference Services Manager Onboarding Checklist

Conference Services Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Conference Services Manager 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 Services Manager, you’re in the right place. We’ve put together a sample Conference Services Manager onboarding checklist below and have created onboarding templates & resources to help.

Conference Services Manager Onboarding Checklist

1. Introduction to company culture and values: The Conference Services Manager should be provided with an overview of the company’s culture and values, including its mission, vision, and core principles. This task is typically performed by the Human Resources department or a designated company representative.

2. Familiarization with company policies and procedures: The Conference Services Manager should receive a comprehensive orientation on the company’s policies and procedures, including those related to employee conduct, safety, and security. This task is typically performed by the Human Resources department or a designated company representative.

3. Introduction to the conference services department: The Conference Services Manager should be introduced to the team members in the conference services department, including their roles and responsibilities. This task is typically performed by the department supervisor or manager.

4. Review of job responsibilities and expectations: The Conference Services Manager should have a detailed discussion about their specific job responsibilities and performance expectations. This task is typically performed by the department supervisor or manager.

5. Training on conference management software: The Conference Services Manager should receive training on the conference management software used by the company to handle bookings, scheduling, and other related tasks. This task is typically performed by the IT department or a designated software trainer.

6. Familiarization with event spaces and facilities: The Conference Services Manager should be given a tour of the event spaces and facilities available at the company, including meeting rooms, banquet halls, audiovisual equipment, and other amenities. This task is typically performed by the department supervisor or manager.

7. Introduction to key stakeholders: The Conference Services Manager should be introduced to key stakeholders within the company, such as the sales team, catering department, and operations team, to foster collaboration and understanding of each department’s role in delivering successful events. This task is typically performed by the department supervisor or manager.

8. Review of event planning processes: The Conference Services Manager should receive a thorough overview of the company’s event planning processes, including client communication, contract negotiation, menu selection, and event execution. This task is typically performed by the department supervisor or manager.

9. Training on health and safety protocols: The Conference Services Manager should undergo training on health and safety protocols specific to the hospitality industry, including emergency procedures, food handling guidelines, and sanitation practices. This task is typically performed by the department supervisor or manager, in collaboration with the company’s health and safety officer.

10. Introduction to vendor relationships: The Conference Services Manager should be introduced to key vendors and suppliers that the company works with, such as audiovisual providers, decorators, and transportation services. This task is typically performed by the department supervisor or manager, in collaboration with the company’s procurement or purchasing department.

11. Review of budgeting and financial processes: The Conference Services Manager should receive training on the company’s budgeting and financial processes related to event planning, including cost estimation, expense tracking, and invoicing. This task is typically performed by the department supervisor or manager, in collaboration with the company’s finance department.

12. Shadowing experienced Conference Services Managers: The new Conference Services Manager should have the opportunity to shadow experienced colleagues to observe and learn best practices in managing conferences and events. This task is typically arranged by the department supervisor or manager, in coordination with experienced team members.

13. Introduction to customer service standards: The Conference Services Manager should be familiarized with the company’s customer service standards and protocols, emphasizing the importance of delivering exceptional service to clients. This task is typically performed by the department supervisor or manager, in collaboration with the company’s customer service or guest relations department.

14. Review of marketing and promotional strategies: The Conference Services Manager should receive an overview of the company’s marketing and promotional strategies to understand how events are marketed, advertised, and promoted to attract clients. This task is typically performed by the marketing department or a designated marketing representative.

15. Ongoing professional development opportunities: The Conference Services Manager should be informed about ongoing professional development opportunities, such as industry conferences, workshops, and certifications, to enhance their skills and knowledge in the field. This task is typically performed by the department supervisor or manager, in collaboration with the company’s training and development department.

16. Introduction to company technology and communication tools: The Conference Services Manager should receive training on the company’s technology and communication tools, such as email systems, project management software, and collaboration platforms, to effectively communicate and coordinate with team members. This task is typically performed by the IT department or a designated software trainer.

17. Performance evaluation and goal setting: The Conference Services Manager should participate in a performance evaluation and goal-setting session to establish clear expectations and objectives for their role. This task is typically performed by the department supervisor or manager, in collaboration with the Human Resources department.

18. Introduction to company benefits and perks: The Conference Services Manager should be provided with information about the company’s benefits and perks, such as healthcare plans, retirement savings options, employee discounts, and wellness programs. This task is typically performed by the Human Resources department or a designated benefits representative.

19. Review of company’s sustainability initiatives: The Conference Services Manager should be briefed on the company’s sustainability initiatives and practices, including waste reduction, energy conservation, and eco-friendly event planning options. This task is typically performed by the department supervisor or manager, in collaboration with the company’s sustainability or environmental department.

20. Introduction to company’s code of ethics: The Conference Services Manager should be familiarized with the company’s code of ethics, emphasizing the importance of integrity, honesty, and ethical behavior in all aspects of their role. This task is typically performed by the department supervisor or manager, in collaboration with the company’s ethics or compliance department

Setting Up Your Employee Onboarding Process

From reading through the items in the example Conference Services Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Conference Services Manager 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.