First Week Checklist

First Week Checklist

Go check and see your First Week Checklist with your Doer!

Day 1 - Summarise Your Business

  • Connect with your Doer (and the rest of your team if applicable), it's their first day with you, so it'll be nice to see some friendly faces.
  • Give an overview of your business, and think about your short and long-term goals. 
  • Set expectations and give your Doer an overview of what their role will look like. (Provide an organizational chart, if applicable)
  • Enroll them in any content that you have created, or send them links to content you’ve been featured in (e.g. youtube videos; podcasts; articles) so that they can gain a greater understanding of your business, product offerings, communication style, and processes.

Day 2 - Summarise your Programs

  • Outline what programs/tools you use, where files are kept, and where they can find information (add the links of Google Folder/Docs/Dropbox, etc containing this information into Basecamp so your Doer can easily reference them)
  • Share all of the screen-sharing videos you have created that show your Doer step-by-step insights into business-specific tasks and processes. 
  • If you’re using business-specific programs or tools that weren’t indicated in your initial Business Brief, provide them links to online tutorials for them to watch.

Day 3 - Process Documents

  • Ask your Doer to run through the Standard Operating Procedure Documents that you have, and maybe even create a small quiz around this! 
  • This will be a good opportunity to understand if the last two days of intensive onboarding have set your Doer up for success, or maybe it's a good way to understand if your Doer needs more guidance in certain spots.

Day 4 - Introduce Recurring Tasks

  • Plan and outline the daily, weekly, and monthly tasks that you’ll be delegating to your Doer, develop a checklist for each step that you would take to complete the task, and provide a Loom (or equivalent so that your Doer can see you complete the task too).
  • Ask your Doer to complete these tasks and provide you with feedback (we find that our newest team members have the best feedback about our processes). 

Day 5 - Weekly Summary

Continue to allocate tasks and ask your Doer to complete a weekly summary outlining what they’ve learned, what they need more clarity on, and what they are excited about.

Then it is all about 'Next Week!' Provide your Doer with a brief overview of what you want them to focus on in Week 2. 

If you need further assistance, please forward your queries to founders@outsourceddoers.com.

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