Accelerating Success
Our aim with the Financial Fanatics 90-Day Team Member Plan is to seamlessly integrate your newly hired team members into your organisation.
Here’s a snapshot of what to expect:
Team Member: First 90 Days Journey
Kickstart
Team leader conducts an onboarding meeting with both the client and team member to understand specific client needs and requirements for the first 30 days
Daily Check-in:
Team member and team leader to meet daily to discuss and overcome challenges
Training:
Development of a bespoke training package to suit team member's current skills set to meet client's requirements
Day 30 Client Review:
Team leader reviews team member progress with the client and establishes the next 30 day plan
Day 60 Client Review:
Team leader reviews team member progress with the client and establishes the next 30 day plan
Documenting Processes:
Client systems and processes are established, documented on the client preferred server and are followed by all
Weekly Check In:
Continuing to enhance team member's performance through weekly feedback sessions with the team leader
Task Review:
Team leader and team member to review and refine next 30 days allocated tasks
Day 60 Client Review:
Team leader reviews team member progress with the client and establishes the next 30 day plan
Documenting Processes:
Client systems and processes are established, documented on the client preferred server and are followed by all
Task Review:
Team leader and team member to review and refine next the 30 days allocated tasks
Day 90 Client Review:
Client satisfaction check-in, team member performance evaluation, and forward planning session, including establishing ongoing communications tempo
Monthly Check In:
Team leader to establish formal monthly team member coaching session
90 Day Milestone:
Celebrating team member's progress, with formal performance evaluation
