CEO Onboarding Checklist

This checklist outlines the onboarding process for a new CEO, divided into four stages: Pre-Boarding, First Day, End of First Week, and End of First Three Months. Pre-Boarding tasks include confirming the start date, arranging for IT setup, and preparing a welcome package. First Day activities involve a formal welcome, office tour, and in-depth review of company projects. By the end of the first week, feedback is obtained, HR meetings are facilitated, and a press release is organized. After three months, a formal review is conducted, a strategy meeting with the board is held, and 360-degree feedback is gathered.

How It Works

This template has been set up as a Word document (.docx).

After purchase, you'll get access to the Word template immediately.

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FAQs

Google Docs version?

This template can easily be uploaded to use in Google Docs (via your Google Drive page).

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).

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Disclaimer: This template has been researched and compiled to be used as a starter template for your business. Ensure your final template meets relevant legal regulations before using it.