Strategic Planning Manager Onboarding Checklist

Strategic Planning Manager Onboarding Process

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

Strategic Planning Manager Onboarding Checklist

1. Introduction to the company: The new Strategic Planning Manager should be provided with a comprehensive introduction to the company, including its history, mission, vision, values, organizational structure, and key stakeholders. This task is typically performed by the Human Resources department or a designated company representative.

2. Familiarization with company policies and procedures: The Strategic Planning Manager should be given access to the company’s policies and procedures manual, which outlines guidelines for various aspects such as employee conduct, performance management, and information security. The Human Resources department or a designated representative is responsible for providing this information.

3. Introduction to the strategic planning process: The new manager should receive a detailed overview of the company’s strategic planning process, including the methodologies, tools, and frameworks used. This task is typically performed by the senior management team or the head of the strategic planning department.

4. Review of previous strategic plans: The Strategic Planning Manager should be provided with access to previous strategic plans to gain insights into the company’s past strategies, goals, and performance. This task is usually performed by the senior management team or the head of the strategic planning department.

5. Understanding the company’s competitive landscape: The new manager should be given an overview of the industry in which the company operates, including key competitors, market trends, and potential opportunities and threats. This task is typically performed by the senior management team or the head of the strategic planning department.

6. Meeting key stakeholders: The Strategic Planning Manager should be introduced to key stakeholders within the company, including senior executives, department heads, and other relevant personnel. These meetings help establish relationships and provide a deeper understanding of the organization’s dynamics. The Human Resources department or the manager’s supervisor typically arranges these meetings.

7. Review of financial statements and budgets: The new manager should be provided with access to the company’s financial statements, including income statements, balance sheets, and cash flow statements. Additionally, they should review the budgeting process and understand how financial resources are allocated. The Finance department or a designated representative is responsible for providing this information.

8. Familiarization with strategic planning tools and software: The Strategic Planning Manager should receive training on any strategic planning tools or software used by the company, such as SWOT analysis, PESTEL analysis, or project management software. This training is typically provided by the IT department or a designated representative.

9. Collaboration with cross-functional teams: The new manager should be encouraged to collaborate with cross-functional teams to gain a holistic understanding of the organization and its operations. This task involves actively participating in meetings, workshops, and projects with various departments. The manager’s supervisor or the head of the strategic planning department facilitates this collaboration.

10. Development of a strategic planning roadmap: The Strategic Planning Manager should work with the senior management team to develop a strategic planning roadmap, outlining key milestones, deliverables, and timelines. This task involves conducting research, analyzing data, and facilitating strategic planning sessions. The manager collaborates with the senior management team and reports progress to the head of the strategic planning department.

11. Alignment of strategic goals with departmental objectives: The new manager should work closely with department heads to align their strategic goals with the overall company objectives. This task involves conducting meetings, reviewing departmental plans, and providing guidance on how to align strategies. The manager collaborates with department heads and reports progress to the head of the strategic planning department.

12. Monitoring and reporting on strategic initiatives: The Strategic Planning Manager should establish a monitoring and reporting system to track the progress of strategic initiatives. This task involves setting key performance indicators (KPIs), collecting data, analyzing results, and preparing reports for senior management. The manager collaborates with relevant departments and reports progress to the head of the strategic planning department.

13. Continuous learning and professional development: The new manager should be encouraged to engage in continuous learning and professional development activities to enhance their strategic planning skills and stay updated with industry trends. This task involves attending conferences, workshops, and training programs, as well as reading relevant publications. The manager is responsible for identifying suitable learning opportunities and seeking approval from the head of the strategic planning department.

14. Performance evaluation and feedback: The Strategic Planning Manager should undergo regular performance evaluations and receive constructive feedback to identify areas of improvement and ensure alignment with company expectations. This task is typically performed by the manager’s supervisor or the head of the strategic planning department.

15. Mentoring and coaching: The new manager should be assigned a mentor or coach within the company who can provide guidance, support, and advice throughout their onboarding process and beyond. This task is typically arranged by the Human Resources department or the manager’s supervisor.

By completing these onboarding tasks, the new Strategic Planning Manager will be equipped with the necessary knowledge, skills, and resources to effectively contribute to the company’s strategic planning process and drive organizational success

Setting Up Your Employee Onboarding Process

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