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Proposal Manager Onboarding Process (Mentoring (Assign mentor -…
Proposal Manager Onboarding Process
HR
Company Overview
Health & Safety
SOP / Policy to read and sign
Looop Training System
All material uploaded?
All material up to date?
Mentoring
Assign mentor - experienced team member
Mentoring week of intensive training
Ongoing meetings and training
Plan for Mentor to follow?
Job Roles - Shadowing
How to...
Use PandaDoc
Run a PRT call
Process Rebid task
Assign tasks to other teams
Conduct Exit interview
Understand budgets
Spend time with other teams
Pricing
Solutions
Schedule / Template
Build calendar or timeplan to encompass all activities
How long should onboarding process last?
IT
Hardware requests - form has 16 day TAT
Access to software
Google
SalesForce
PandaDoc / RFI Database
Support List - who to go to for
Local team members
Mentor
Team Leader