Corporate Planning Manager Onboarding Checklist

Corporate Planning Manager Onboarding Process

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

Corporate Planning Manager Onboarding Checklist

1. Introduction to the company: The corporate planning manager should be provided with a comprehensive introduction to the company, including its history, mission, values, organizational structure, and key stakeholders. This task is typically performed by the HR department or a designated company representative.

2. Familiarization with company policies and procedures: The corporate planning manager should be given a thorough overview of the company’s policies and procedures, including those related to ethics, code of conduct, data security, and confidentiality. This task is usually performed by the HR department or a designated compliance officer.

3. Introduction to the corporate planning department: The corporate planning manager should be introduced to the members of the corporate planning department, including their roles and responsibilities. This task is typically performed by the department head or a senior team member.

4. Review of previous planning documents: The corporate planning manager should be provided with access to previous planning documents, such as strategic plans, annual reports, and financial statements. They should review these documents to gain insights into the company’s past performance and future goals. This task can be performed independently by the corporate planning manager, with support from the finance or strategy department if needed.

5. Understanding the company’s strategic objectives: The corporate planning manager should meet with key executives and department heads to understand the company’s strategic objectives and priorities. This task is typically performed by the CEO, CFO, or other senior executives.

6. Analysis of industry trends and competitive landscape: The corporate planning manager should conduct a comprehensive analysis of industry trends, market dynamics, and the competitive landscape. This task involves gathering market research, analyzing competitor strategies, and identifying potential opportunities and threats. The corporate planning manager typically performs this task with support from the market research or strategy department.

7. Development of the corporate planning process: The corporate planning manager should work with the corporate planning team to develop a structured planning process that aligns with the company’s strategic objectives. This task involves defining planning timelines, establishing key performance indicators, and designing templates and tools for data collection and analysis. The corporate planning manager leads this task with input from the corporate planning team.

8. Collaboration with other departments: The corporate planning manager should collaborate with other departments, such as finance, marketing, operations, and human resources, to gather relevant data and insights for the planning process. This task involves coordinating meetings, requesting data, and facilitating cross-functional discussions. The corporate planning manager typically performs this task in collaboration with department heads and team members from other departments.

9. Preparation of the annual strategic plan: The corporate planning manager should lead the development of the annual strategic plan, which outlines the company’s goals, objectives, and initiatives for the upcoming year. This task involves synthesizing inputs from various departments, conducting financial analysis, and presenting the plan to senior management for approval. The corporate planning manager leads this task with support from the corporate planning team.

10. Monitoring and reporting on plan execution: The corporate planning manager should establish a system for monitoring and reporting on the execution of the strategic plan. This task involves tracking key performance indicators, analyzing progress against targets, and preparing regular reports for senior management. The corporate planning manager leads this task with support from the corporate planning team and relevant department heads.

11. Continuous improvement of the planning process: The corporate planning manager should continuously evaluate and improve the planning process based on feedback and lessons learned. This task involves soliciting input from stakeholders, identifying areas for improvement, and implementing changes to enhance the effectiveness and efficiency of the planning process. The corporate planning manager leads this task with support from the corporate planning team and other relevant stakeholders.

12. Training and development: The corporate planning manager should participate in training and development programs to enhance their skills and knowledge in areas such as strategic planning, financial analysis, project management, and leadership. This task may involve attending workshops, conferences, or online courses, as well as seeking mentorship or coaching from senior executives or industry experts. The corporate planning manager is responsible for identifying relevant training opportunities and seeking approval from their supervisor or HR department.

Overall, these onboarding tasks aim to equip the corporate planning manager with the necessary knowledge, skills, and resources to effectively contribute to the company’s strategic planning process and drive its long-term success

Setting Up Your Employee Onboarding Process

From reading through the items in the example Corporate Planning Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Corporate Planning Manager up to speed and working well in your Management 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.