New Manager Initial 1:1 Discovery

Gain a comprehensive understanding of your new team members' goals, motivations, strengths, opportunities, communication styles, and expectations using this list of questions. By asking targeted questions, you can delve into their individual aspirations, values, and skills, enabling you to align their goals with the team's objectives. This list of questions provides a structured approach to gather valuable insights about your new team members and establish a solid foundation for effective collaboration. Understand their communication preferences, preferred working styles, and areas for growth to facilitate open and transparent communication. By setting clear expectations from the start, you can foster a supportive and productive work environment, ensuring that your team members thrive and contribute to the overall success of the team.

In this template, HowNow - One home for all of your learning and skills - highlighted the key milestones of our onboarding process, each deliberately structured to be action-oriented and designed to drive specific outcomes. This approach ensures that every step of your journey with us is clear, focused, and aligned with our mutual goals for success, all facilitated through our innovative Customer Interface.

Contributed by:
Julie Fox

Internal meetings

Julie Fox Senior Manager of Customer Success at FloQast, the leading provider of accounting workflow automation software built by accountants for accountants. Previously Julie was Manager of CS at Greenlight Guru and prior to her experience in tech, Julie held many leadership roles ranging from VP of Services and Director of Operations.

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New Manager Initial 1:1 Discovery

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