Onboarding Cadence

Sample mutual decision plan for successful onboarding

Connext <> Mutual Decision Plan
Owner	What	When	Status	Notes
Connext, Client	Discovery Call	Today
Connext	Distribution of Agreement and Pricing	Within 5 Days
Client	Notification to Proceed
Connext, Client	Align on Job Description, Schedule, Working Environment	Within 2 days of Notice to Proceed
Connext	Open Job Requisition	Immediately After JD, Schedule, and Working Environment Established
Connext	Connext Manager Assigned	Once Job is Opened		Assigned Based on Function and Industry
Connext, Client	Kick Off Meeting Scheduled	Within 10 Days of Job Opening		Mandatory - covers best practices and keys to long term success
Client	Client Interviews	Once Candidates Are Qualified		Connext Manager will Send Packets
Connext	Job Offered and Hired	On Client Approval
Connext, Client	Remote Access Plan, Phone, and Credentials Set Up	Prior to Employee Start		VOIP Phones, Softphone, Teams/Slack/Google
Connext, Client	Create and Agree on Performance Metrics	Prior to Employee Start		Client POCs and Connext Manager
Client	Send Pre Training Tasks	Prior To Employee Start		Videos or manuals before training
Connext, Client	Create and agree on monthly Report	Prior to Employee Start		Client POCs and Connext Manager
Connext. Client	Agree on Business Review Schedule	Prior to Employee Start		Client POCs and Connext Manager
Connext, Client	Holiday Schedule Established	Prior to Employee Start		Client POCs and Connext Manager
Connext, Client	Go Live - Employee Start
Client	Training			Screen Share Training
Connext, Client	Validation of Successful Training	After Training is complete		Client POCs and Connext manager
Connext	Creation of Training Manuals	Within 30 days of start
Client	Approval of Training Manuals	Within 7 Days of Manual Completion
Connext, Client	Ongoing bi-weekly business review	Recurring		Client POCs and Connext Manager
Client	Initial Quality Assessment and formation of QA Plan	30 Days After Start		Client POCs and Connext Manager
Connext, Client	Monthly Feedback via Employee Feedback Survey	30 Days After Start - then recurring monthly		Sent by Connext Manager
Connext, Client	Monthly Report Sent	30 Days After Start - then recurring weekly		Sent by Connext Manager (utlization, productivity, quality)
Connext	Invoice and W-9 Sent	30 Days after Start
Client	Monitor and Manage as if internal team