New Manager Checklist

Introduce the new manager to the company’s leadership team and provide an overview of the company’s history, culture, and values
Provide the new manager with an overview of the company’s mission, vision, and goals, and explain how their role fits into the overall strategy and objectives of the organization
Explain the new manager’s role and responsibilities, including their specific tasks and goals, as well as their authority and decision-making power
Review the company’s policies and procedures, including the code of conduct, dress code, and vacation policy, and explain how the new manager should enforce and uphold these standards in their team
Provide the new manager with an overview of the company’s systems and tools, such as the email and file sharing systems, the project management software, and the company website, and explain how they should use these tools to manage their team and their projects
Review the company’s performance management process, including how to set goals and expectations for their team, how to provide feedback and support, and how to handle performance issues and conflicts
Provide the new manager with an overview of the company’s budget and financial management, including how to allocate resources and manage expenses, and explain how the new manager should manage their team’s budget and performance
Review the company’s legal and compliance requirements, including labor laws, health and safety regulations, and privacy policies, and explain how the new manager should ensure that their team complies with these regulations.

Please note that this template is provided for guidance purposes only and is not intended to serve as a legally binding document. All materials, including forms and documents, that are available on our website are provided without any express or implied warranty, including as to their legal effect or completeness. It is recommended that you use this information as a starting point and tailor it to meet your individual needs and comply with the laws of your state. Your use of any information or forms on our site is entirely at your own risk. Neither Performance Platform nor any of its employees, contractors, or attorneys who contributed to the information provided make any warranty or representation, and they do not establish or create an attorney-client relationship by providing information to you. Please be aware that this information may not consider all relevant local or national laws, and it is advisable to seek legal advice before using this template.

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