Jennifer Machado

[minhtumn]

Marketing Onboarding Tasks

Lead Name: @shreyagupta98

Member Name: @[Jennifer]

Lead's Tasks

Finish these within next one week to ensure that the new member is onboarded properly:

You do not need to complete these following in the date listed, but you need to check on the new member and be prepared to answer their questions

Day 0:

• [ ] First email are about welcome to the club and information on Daniel's welcome webinar that is held weekly is sent out (Minh-Tu)
• [ ] Welcome Webinar (Only President checks this)

The rest are the manager's responsibilities

• [ ] Check if they were able to join Slack
  • [ ] Emoji react to their introduction post and give a warm welcome

Day 1-2:

• [ ] Send template message with important resources (GitHub, Webinars,

Day 3:

• [ ] Be there to answer questions for them
• [ ] Check-in with them on their progress on the Webinars and Hubspot Tasks

Day 4-5:

• [ ] Manager meets with the new members
  • [ ] Make sure they know how to write meeting notes in GitHub
  • [ ] Discuss what the Marketing team does and what the new member's role might be
  • [ ] Talk about the Handbook
  • [ ] Talk about the onboarding process, show them where they can access it
  • [ ] Discuss the Hubspot Tasks
  • [ ] Note the feedback that the new member gives
  • [ ] Tell them the next steps and their next project!
  • [ ] Congratulate them on becoming a part of Bit!

Member's Tasks

Finish these within next one week to ensure that the you are onboarded properly:

Check out the following links that you might need access to this week:

• [ ] GitHub
  • Our L&D team is completing the webinar and will share it with you within the next day or so
• [ ] Airtable
  • Where we store all of our data in spreadsheets - you’ll need this for your second issue mentioned in the onboarding checklist
• [ ] Handbook
  • Documentation on everything we do

Day 0:

• [ ] Receive welcome email from Onboarding Team
• [ ] Join our Slack
  • [ ] Include in Profile
  • Name
  • Profile Picture
  • In the description list out: School and team (Marketing)
  • [ ] Send a greeting message through the #welcome Channel
  • Name
  • Position
  • Major
  • Year
  • Spirit Animal
• [ ] DM your Manager on Slack and let them know that you received your onboarding checklist
• [ ] Locate your Manager's Calendly on their Slack profile and set up a 1:1 meeting for the 4th or 5th day or onboarding

Day 1-2:

• [ ] Sign up for Slack, Zoom, and Airtable
• [ ] Have access to Bit Project Google Calendar
• [ ] Watch Webinars
  • [ ] Communication in a Remote Workspace
  • [ ] Complete the Communication Webinar Quiz
  • [ ] Feedback
  • [ ] GitHub

Day 3:

• [ ] Complete your Hubspot Beginner Task issue

Day 4-5:

• [ ] Complete 1:1 with Manager of Marketing

  • [ ] Understand the overview of the onboarding procedure
  • [ ] Breakdown of tasks and expectations for the first week
  • [ ] Understand what Marketing team does
  • [ ] Practice taking notes on Github during the 1:1
  • [ ] Please give your overview feedback and express what position you are interested within the Marketing team!

• [ ] Attend Welcome Webinar (within you first week on onboarding)