Manager’s First 30 days Checklist

So you are just hired as a manager, and do not know what task you should complete for new employee’s first 30 days, here are a comprehensive yet detail checklist you may stick on:


A. OFFICE PROCEDURES

(1). Time Reporting

(2). Verification procedure:
[-]. Daily attendance
[-]. Policy on leave without pay
[-]. Authorizing leave

(3) Coverage issues:
[-]. Official form prior authorizations
[-]. Chain of command when you are gone

(4) Meetings:
[-]. All staff
[-]. Unit
[-]. Operations

(5) Mail Procedures:
[-]. Daily receipt and routing
[-]. Postage


B. NEGOTIABLE DOCUMENT SECURITY

(1) Credit Card procedures:
[-]. Safe/Secure
[-]. Location
[-]. Combination/Key
[-]. Who is responsible?

(2) Security Reviews:
[-]. Process
[-]. Reason
[-]. Notification
[-]. Other negotiable documents/procedures
[-]. Procedures for handling cash


C. BUSINESS PROCEDURES

(1) Budget
(2) HR Issues
(3) Reports—When due and to whom
(4) Computer System
(5) GroupWise
(6) Phone System
(7) In-house
(8) Message Center
(9) How to make payments

D. INTRODUCTION TO:

Peer Manager or Partners


E. FACILITIES:

(1). Scope of Responsibility:
[-]. Landlord
[-]. Maintenance contract
[-]. Lease agreement

(2). Security/Safety
[-]. Who is called in case of emergency?
[-]. Who has security contract?
[-]. How are they notified and numbers?
[-]. What do you do if alarm is activated?
[-]. Safety Committee
[-]. Manager in charge of facility
[-]. Entry codes, key cards, keys
[-]. Codes to be set for night security
[-]. Procedures for opening and closing the building
[-]. Other

F. TRAINING

(1) Management core curriculum card
(2) New Manager Orientation
(3) Individual Development Plan (IDP)
(4) Training Registration System
(5) Scheduling training for employees


A Set of Hard—broad Check List for 30 days?

Yes, this is a general check list. I believe different industry (read : office) may have different set of checklist. But it should be fallen on to those categories. It will be depend on:

[-]. The Business line
[-]. The Business scale
[-]. The business location (geographical aspect)

In different words, not all list for you to be completed in 30 days. Some of them may not applicable at your office.

If you think these list still sounds impossible for you to complete in 30 days, the only sensible thing to do is to prioritize the requirements into must-haves, should-haves, and could-haves. In other words if the time is fixed, then the requirements or the quality needs to change.

Of course there could still be the problem that there are too many must-haves to fit, and it is still very difficult to persuade the board director that although they might not get all the should-haves and may not get any of the could-haves, it would still be a successful achievement if you could complete most of them. In saying all that however, it is best to try and get as much as possible done.