This document provides guidance to new executives on successfully transitioning into a new role during their first 90 days. It outlines five phases of onboarding: 1) Preparing for the first day through research and planning; 2) The critical first day, including meeting with the CEO and staff; 3) The first two weeks spent meeting key leaders and staff; 4) The first two months focused on developing strategy, structure and staffing plans; 5) The third month establishing department culture. Successful onboarding requires gaining alignment, building relationships, and developing plans while avoiding common mistakes like alienating others or focusing solely on results over relationships.
Executive Onboarding with Checklists CLS Final 12-15
1. CURPHY LEADERSHIP SOLUTIONS
How to Hit the Ground Running:
A Guide to Successful On-Boarding
Mark Roellig
EVP and General Counsel, Mass Mutual
Gordon Curphy, PhD
Managing Partner, Curphy Leadership Solutions
www.curphyconsulting.com
gcurphy@curphyleadershipsolutions.com
dnilsen@curphyleadershipsolutions.com
Office: 651.493.3734 • St. Paul, Minnesota