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Selection process for the 4 members *, due dates, etc. General Manager
HR Director * Suppose 4 members of the IT team staff : 3 inside the company and 1 to be hired from outside
Time Frame
day (d)
week (w)
month (m) Name of Activity Duration
Objective/goal Completed when /
Main tasks Person Assigned Comments/ Reference
1m /2w
4th day Financial Area 4 hr session Meet the financial team
Understand main financial strategies orientation
Get to know financial calculations requirements for the development of any project
Budget planning design tool Informal presentation of the team
Financial figures for the company & Strategic orientation
Financial Policies for project development
Budgeting tool Financial Team Discuss about the potential needs of the department to calculate the profitability of the projects with IT support strategies / Centralized systems
1m /2w
5th day Customer visit tour 6 hr session Meet the three biggest customers in the VIP Customers base
Understand their business better and have deep insights of their needs related to service provided by the company -Informal presentation of company key contacts
-Business proposal (design, launch, etc)
-Discussion about main issues with B2B relationship : tech support related
Marketing & Sales team ( account managers) Source for IT Infrastructure development project roadmap proposal
1m /3-4 w IT department alignment 16 hr (3 days) -Build the team for the IT department
-Define roles & responsibilities
-Establish set of rules
-Validate Performance Evaluation system
-Identify skills needs for the team
-Recruitment process for the 4th member (hiring) -Team meetings with 3 members of the staff already in the company
-Prepare business process with Roles & Responsibilities
-Define services provided by IT to the company
-Define Service level agreements with each area of the company
-Define and validate Performance evaluation system for the area and each member
-Validate with HR (salary, CV, etc)
-Establish primary committee for the area
-Agreements about area
IT director
HR Director & Staff Discussion about experience in other companies from the IT director with his team
All activities with support from HR
1m /4w Project road map proposal 3 hr session Validate IT Infrastructure renewal project roadmap and align it with business goals -Discuss business value proposal of the IT area : team members , roles, SLAs
-Present project roadmap and validate issues & milestones
-Agree on basic requirements from each area (included IT) and SLAs (include budget requirements)
-Set priorities and align IT Director
General Manager /
IT staff members
An internal communication plan developed with support from HR has to be deployed to the company in order to promote the new area goals and objectives
2-6 A day in IT… 3 hr each session Develop leadership and change management skills for the staff members of IT Department
Minimize change resistance in other areas for the new infrastructure and service developed by IT -Design rotation program in IT for selected staff m embers from other areas (activities to be performed)
-Establish evaluation criteria
-Execute feedback activities IT Staff members / IT director/
Members of other areas
Every three months ( 2 in the first 6 months)
Every three months ( 2 in the first 6 months) cont… Evaluation of objectives
2 hr session Evaluate evolution of the career plan for all members of the IT department
Execute performance evaluation tool to follow up of objectives / evolution
Discuss about personal and professional needs about each member / work environment relationships
Congratulate on issues that work the best! – lessons learned
Set agreements on issues that need to be worked out (short-medium term)
IT Director / HR director / General Manager/ Staff members of IT area Criteria for evaluation previously defined with support from HR from the IT director
Discussion with staff members of other areas previously conducted by IT director
Performance evaluation system upgraded if necessary
According to evaluation Induction training programs 4 hr each course Develop management skills for the IT director and the staff :
-Change management skills
-IT management tools
-coaching & leadership Define course requirements
Assist to the course
Do feedback to team members
Sharing session
Asses improvements in work performance
Identify improvements in induction training program Staff members of IT area / IT director (at least 2 courses in 6 months ) for each member
Each moth Monthly feedback 1 hr each member Discuss about evolution of the personal career plan vs expectations and relate to project evolution -Discuss main issues for the week regarding project evolution
-Discuss about downturns and main concerns
-Define new activities /contingency plans
-Discuss about personal expectations and needs
-Establish new goals and agreements
Staff members of IT area / IT director /General manager – HR team member Source for performance evaluation (each 3m )
Each month Delegate tasks in projects & Coaching According to project roadmap Start from basic primary tasks to complicated tasks -Identify opportunities for delegating activities within staff members
-Define rules of follow up
-Delegate
-Measure and follow up / do feedback IT director Source for performance evaluation (each 3m )
Each month Close to customer 3 hr each m onth Develop customer relationships management and understand business issues -Identify customer base to visit
-Execute visit tour
-Discuss about main customer issues
-Set objectives and agree on SLAs Staff members of IT/
Account managers Source for performance evaluation (each 3m )
STANDARD INDUCTION PLAN CHECKLIST
# Activity What for When recommended Who is responsible for the activity Apply for
Non Mger / Mger??
1 Organization induction program and company tour Integrate the new employee in the corporate culture as soon as possible and answer basic questions
Present to the new employee company organizational structure First week Immediate manager /
HR staff Both
2 Define employee role in the structure of the area and clarify about expectations Clarify about new employee contribution to the team First week Immediate manager Both
3 Social activities Get the new employee feel warm at the new team First day/week Immediate manager Both
4 Assign a mentor to the new team member and define evaluation criteria Ease introduction to the team for the new member
Develop leadership skills for the mentor
Minimize learning experience curve
First week Immediate manager Non Mger
5 Identify immediate training skills Improve contribution of the new employee while broadening his capabilities First month Immediate manager / HR Staff Both
6 Define performance evaluation system for new employee : set goals and evaluation criteria ; set evaluation period and dates ; provide feedback follow-up Make clear to the new employee how is the evaluation process going to be and the criteria (set the rules)
Establish feedback and follow up
First month and then every three months at least Immediate manager / New employee Both
# Activity What for When recommended Who is responsible for the activity Apply for
Non Mger / Mger??
7 HR Policies and people management procedures Guarantee that corporate HR policies are applied in the new area First month Immediate manager /
HR staff Mger
8 Delegate basic tasks in important projects in order to asses fast contribution for the new employee...
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