Promotions Manager Onboarding Checklist

Promotions Manager Onboarding Process

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

Promotions Manager Onboarding Checklist

1. Introduction to company culture and values: The Promotions Manager should be provided with an overview of the company’s culture and values to understand the organization’s mission, vision, and goals. This task is typically performed by the Human Resources department or a designated company representative.

2. Familiarization with company policies and procedures: The Promotions Manager should receive a comprehensive orientation on the company’s policies and procedures, including those related to promotions, marketing, and advertising. This task is typically performed by the Human Resources department or a designated supervisor.

3. Introduction to the marketing team: The Promotions Manager should be introduced to the marketing team members, including their roles and responsibilities. This helps establish relationships and facilitates collaboration within the team. The task is typically performed by the marketing team lead or supervisor.

4. Review of past promotions and campaigns: The Promotions Manager should be provided with an overview of past promotions and marketing campaigns executed by the company. This review helps the new manager understand the company’s marketing strategies, target audience, and previous successes or challenges. The task is typically performed by the marketing team lead or supervisor.

5. Training on marketing tools and software: The Promotions Manager should receive training on the various marketing tools and software used by the company, such as customer relationship management (CRM) systems, email marketing platforms, and social media management tools. This training ensures the manager can effectively utilize these tools to execute promotions. The task is typically performed by the marketing team lead or a designated trainer.

6. Introduction to key stakeholders: The Promotions Manager should be introduced to key stakeholders within the company, such as senior management, sales teams, and product managers. This introduction helps the manager understand the company’s structure and establish relationships with important individuals who may be involved in promotions. The task is typically performed by the marketing team lead or a designated supervisor.

7. Review of target audience and market research: The Promotions Manager should be provided with an in-depth review of the company’s target audience and any existing market research. This information helps the manager understand the customer demographics, preferences, and market trends, enabling them to develop effective promotion strategies. The task is typically performed by the marketing team lead or a designated market research specialist.

8. Familiarization with brand guidelines: The Promotions Manager should be familiarized with the company’s brand guidelines, including logo usage, color schemes, typography, and tone of voice. This ensures consistency in promotional materials and messaging. The task is typically performed by the marketing team lead or a designated brand manager.

9. Budgeting and financial overview: The Promotions Manager should receive an overview of the marketing budget and financial processes, including expense tracking, reporting, and approval procedures. This understanding helps the manager effectively allocate resources and manage promotions within budgetary constraints. The task is typically performed by the finance department or a designated financial manager.

10. Review of competitor analysis: The Promotions Manager should be provided with a thorough review of competitor analysis, including an understanding of the competitive landscape, market positioning, and promotional strategies employed by competitors. This knowledge helps the manager identify opportunities and develop unique promotional campaigns. The task is typically performed by the marketing team lead or a designated market research specialist.

11. Introduction to external vendors and agencies: The Promotions Manager should be introduced to any external vendors or agencies that the company collaborates with for promotional activities, such as advertising agencies, graphic designers, or event planners. This introduction helps establish relationships and facilitates smooth coordination with external partners. The task is typically performed by the marketing team lead or a designated supervisor.

12. Goal setting and performance expectations: The Promotions Manager should participate in goal-setting discussions with their supervisor to establish clear performance expectations and objectives. This ensures alignment between the manager’s responsibilities and the company’s overall marketing goals. The task is typically performed by the marketing team lead or a designated supervisor.

13. Ongoing training and professional development opportunities: The Promotions Manager should be informed about any ongoing training programs or professional development opportunities available within the company or industry. This encourages continuous learning and growth in the field of marketing and promotions. The task is typically performed by the Human Resources department or a designated supervisor.

14. Introduction to internal communication channels: The Promotions Manager should be familiarized with the company’s internal communication channels, such as email systems, project management tools, and collaboration platforms. This ensures effective communication and coordination with team members and other departments. The task is typically performed by the IT department or a designated trainer.

15. Review of legal and ethical considerations: The Promotions Manager should receive a review of legal and ethical considerations related to marketing and promotions, including compliance with advertising regulations, data privacy laws, and industry standards. This knowledge helps the manager ensure all promotions are conducted ethically and legally. The task is typically performed by the legal department or a designated compliance officer.

16. Introduction to reporting and analytics: The Promotions Manager should be introduced to the reporting and analytics tools used by the company to measure the effectiveness of promotions. This includes understanding key performance indicators (KPIs), data analysis techniques, and reporting formats. The task is typically performed by the marketing team lead or a designated data analyst.

17. Shadowing and hands-on experience: The Promotions Manager should have the opportunity to shadow experienced team members and gain hands-on experience in executing promotions. This practical exposure helps the manager understand the day-to-day responsibilities and challenges of the role. The task is typically performed by the marketing team lead or a designated mentor.

18. Performance evaluation and feedback sessions: The Promotions Manager should participate in regular performance evaluation and feedback sessions with their supervisor. This allows for constructive feedback, goal adjustments, and recognition of achievements, fostering professional growth and development. The task is typically performed by the marketing team lead or a designated supervisor

Setting Up Your Employee Onboarding Process

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