Convention Services Manager Onboarding Checklist

Convention Services Manager Onboarding Process

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

Convention Services Manager Onboarding Checklist

1. Introduction to company culture and values: The Convention 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 Convention 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.

3. Introduction to the organizational structure: The Convention Services Manager should be introduced to the company’s organizational structure, including key departments, their functions, and reporting lines. This task is typically performed by the Human Resources department or the immediate supervisor.

4. Review of job responsibilities and expectations: The Convention Services Manager should have a detailed discussion about their specific job responsibilities, performance expectations, and key performance indicators. This task is typically performed by the immediate supervisor or department head.

5. Training on company-specific software and systems: The Convention Services Manager should receive training on any company-specific software and systems used for managing convention services, such as event management software or customer relationship management systems. This task is typically performed by the IT department or a designated trainer.

6. Introduction to key stakeholders and departments: The Convention Services Manager should be introduced to key stakeholders and departments they will interact with regularly, such as sales, marketing, operations, and finance. This task is typically performed by the immediate supervisor or department head.

7. Familiarization with company’s existing clients and contracts: The Convention Services Manager should be provided with an overview of the company’s existing clients, their contracts, and any specific requirements or preferences. This task is typically performed by the sales or account management team.

8. Review of standard operating procedures: The Convention Services Manager should review the company’s standard operating procedures for convention services, including processes for event planning, coordination, and execution. This task is typically performed by the immediate supervisor or department head.

9. Introduction to company’s health and safety protocols: The Convention Services Manager should receive training on the company’s health and safety protocols, including emergency procedures, first aid, and any specific regulations applicable to the hospitality industry. This task is typically performed by the Human Resources department or a designated trainer.

10. Shadowing experienced Convention Services Managers: The new Convention Services Manager should have the opportunity to shadow experienced colleagues to observe and learn best practices in managing convention services. This task is typically arranged by the immediate supervisor or department head.

11. Introduction to company’s customer service standards: The Convention Services Manager should be familiarized with the company’s customer service standards and expectations, including how to handle customer complaints or difficult situations. This task is typically performed by the immediate supervisor or department head.

12. Review of financial and budgeting processes: The Convention Services Manager should receive training on the company’s financial and budgeting processes, including how to create and manage budgets for convention services. This task is typically performed by the finance or accounting department.

13. Familiarization with industry trends and best practices: The Convention Services Manager should be encouraged to stay updated on industry trends and best practices through attending conferences, webinars, or reading industry publications. This task is typically self-driven, but the company may provide resources or support.

14. Introduction to company’s sustainability initiatives: The Convention Services Manager should be informed about the company’s sustainability initiatives and encouraged to incorporate sustainable practices into convention services. This task is typically performed by the sustainability or corporate social responsibility department.

15. Ongoing performance feedback and evaluation: The Convention Services Manager should receive regular performance feedback and evaluations to ensure continuous improvement and alignment with company goals. This task is typically performed by the immediate supervisor or department head through regular performance reviews

Setting Up Your Employee Onboarding Process

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