Su-Ting Tan

[minhtumn]

Marketing Onboarding Tasks

Lead Name: @shreyagupta98

Member Name: @[username]

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:

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

The rest are the manager's responsibilities

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

Day 1-2:

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

Day 3:

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

Day 4-5:

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

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

Day 0:

• [x] Receive welcome email from Onboarding Team
• [x] Join our Slack
  • [x] Include in Profile
  • Name
  • Profile Picture
  • In the description list out: School and team (Marketing)
  • [x] Send a greeting message through the #welcome Channel
  • Name
  • Position
  • Major
  • Year
  • Spirit Animal
• [x] DM your Manager on Slack and let them know that you received your onboarding checklist
• [x] 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:

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

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!
  • [ ] Give Onboarding Feedback

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